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Setting up the Microsoft Teams integration involves two steps that work together. First, you authorize Rootly via OAuth so it can call the Microsoft Teams API on your behalf. Then, you install the Rootly bot directly inside Teams so it can create channels and post messages. Both steps are required — OAuth alone isn’t enough to create channels or send messages.

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Prerequisites

Before you start:
  • Rootly account with Admin permissions
  • Microsoft Teams account with access to the workspace you want to connect
  • Ability to install apps in your Teams workspace (or admin approval from your Microsoft 365 admin)
We recommend connecting with a service account rather than a personal account. This ensures the integration stays active if team members leave your organization.

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Part 1: Connect via OAuth

The OAuth flow grants Rootly permission to interact with your Microsoft Teams workspace through the API. You’ll be redirected to Microsoft to sign in and approve the required permissions, then returned to Rootly automatically.
1

Open Integrations

In Rootly, go to Configuration → Integrations and search for Microsoft Teams.Rootly integrations page with Microsoft Teams search
2

Start Setup

Click Setup on the Microsoft Teams integration to begin the OAuth flow.Microsoft Teams integration setup button
3

Sign in to Microsoft

You’ll be redirected to Microsoft. Select your Microsoft 365 work account — this should be the service account you intend to use for the integration.Microsoft account selection screen
4

Review and approve permissions

Microsoft will show you the permissions Rootly is requesting. Review them and click Accept to grant access.Microsoft Teams permission approval screenMicrosoft Teams consent confirmation
5

Confirm connection

After approving, you’ll be redirected back to Rootly. A success message confirms the integration is connected.Rootly showing Microsoft Teams connected successfully
Microsoft Teams is now connected to Rootly.

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Required OAuth Permissions

PermissionPurpose
offline_accessKeeps the Rootly → Teams connection active between sessions
User.ReadIdentifies the account connecting to Rootly
Team.ReadBasic.AllLets Rootly see your Teams and channels
ChatMessage.SendRootly can post messages in chats and channels
Channel.CreateRootly can create incident channels
Channel.ReadBasic.AllRead channel names and descriptions
ChannelMessage.SendRootly can send channel messages
ChannelMessage.ReadWriteRootly can update messages it posts
ChannelSettings.ReadWrite.AllAllows Rootly to manage channel settings
ChannelMember.ReadWrite.AllRootly can add and remove users in incident channels
TeamsTab.ReadWriteSelfForChatRootly can install tabs in chats
TeamsTab.ReadWriteSelfForTeamRootly can install tabs in teams
TeamsAppInstallation.ReadWriteSelfForTeamRootly can install itself in teams
TeamsAppInstallation.ReadWriteSelfForChatRootly can install itself in chats
Chat.CreateRootly can create group and one-on-one chats
Chat.ReadWriteRootly can read and send messages in chats

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Part 2: Install the Rootly Bot

OAuth gives Rootly API access, but channel creation and messaging also require the Rootly bot to be present inside Microsoft Teams. Without the bot installed, workflows that create channels or send messages will fail. You install it directly from the Teams app store.
1

Open Apps in Teams

In Microsoft Teams, click Apps in the left sidebar and search for Rootly.Microsoft Teams Apps store with Rootly search
2

Add Rootly

Click Add on the Rootly app listing.Rootly app in Teams store with Add button
3

Choose a team

Select the team where you want to install Rootly. We recommend starting with the General channel of your primary incident response team.Team selection for Rootly bot installation
4

Installation complete

The Rootly bot is now installed in your team and ready to create channels and send messages.Rootly bot installation confirmation
You’ll need to repeat the bot installation for each team where you want Rootly to create incident channels. The service account must be a member of each team.

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Verify Installation

Once both parts are complete, confirm everything is working before setting up workflows:
  1. Check Rootly — The integration status shows Connected on the integrations page
  2. Check Teams — The Rootly app appears in your team’s installed apps
  3. Test end-to-end — Create a test incident in Rootly and verify a Teams channel is created automatically
If channels aren’t being created, check your workflow configuration first. The bot must be installed in the specific team referenced in the workflow action.

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Microsoft Teams Meeting

The Microsoft Teams Meeting integration is a separate OAuth connection that enables creating video meetings directly from Rootly incidents. It uses a different set of permissions than the main Teams integration and must be connected independently — even if you’ve already set up the main Teams integration. Once connected, a Create a Microsoft meeting button appears in the incident header, letting anyone on the response team spin up a live video call with one click.

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Setup

  1. Go to Configuration → Integrations and search for Microsoft Teams Meeting
  2. Click Setup and sign in with your Microsoft 365 work account
  3. Approve the requested permissions
  4. Once connected, the Create a Microsoft meeting button will appear on every incident
We recommend connecting with a service account so the meeting integration stays active if a user leaves your organization.

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Required OAuth Permissions

PermissionPurpose
offline_accessRequired for OAuth authentication
User.ReadIdentifies the account connecting to Rootly
OnlineMeetings.ReadWriteAllows Rootly to create online meetings on behalf of the connected account

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Uninstall

  1. Log into your Microsoft Teams Meeting account
  2. Click Manage → Installed Apps or search for the Rootly app
  3. Click the Rootly app and click Uninstall

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Uninstall

To remove the main Microsoft Teams integration from Rootly:
  1. Go to Configuration → Integrations and find Microsoft Teams
  2. Click Connected to reveal the disconnect option
  3. Click Disconnect
Click Connected to reveal the Disconnect option
Disconnecting from Rootly does not remove the Rootly bot from Teams. To fully uninstall, open Microsoft Teams → Apps → Manage your apps, find Rootly, and click Uninstall.

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Troubleshooting

After completing OAuth, Rootly doesn’t appear as a connected app in Teams.Solutions:
  • Verify you completed OAuth using the same email as your Teams account
  • Make sure Rootly was installed in a specific team, not just your personal app space
  • Try uninstalling and reinstalling the Rootly app from the Teams store
  • Check if your organization restricts third-party app installations — a Microsoft 365 admin may need to approve Rootly
Teams shows an error when trying to add Rootly to a team.Solutions:
  • Ensure you have owner or admin permissions in the team
  • Ask a Team Owner or Microsoft 365 admin to approve the Rootly app
  • Verify that third-party app installations are enabled in your Microsoft 365 admin center
Teams reports that the signed-in email isn’t linked to a Rootly account.Solutions:
  • Verify the OAuth email matches exactly the email registered in Rootly
  • Confirm this email exists as a user in Rootly
  • Add the email under Rootly → Organization Settings → Members if needed
  • Disconnect and reconnect the Microsoft Teams integration
Workflows run successfully but no Teams channels appear.Solutions:
  • Verify the Rootly bot is installed in the specific team referenced in the workflow action
  • Check workflow run logs for errors: Workflows → Your Workflow → … → View Runs
  • Confirm the team name in the workflow action exactly matches the team in Teams