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Installing Sofie on Microsoft Teams

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For information on how to use Sofie and its various features, check out Sofie - Instant Alerts & Level Zero Support

Prerequisites

Before installing Sofie, ensure you have:

  • Microsoft Tenant ID: Required to connect Sofie to your MS Teams environment. Your MS Teams admin can help retrieve this.

  • Custom App Installation Enabled: Your MS Teams admin must allow installation of custom apps.

Installation Steps

Configure Sofie in the SoSafe Manager

  1. Go to: SoSafe Manager → Sofie → Zero Level Support / Instant Alerts → Bot Configuration

  2. Enter your Microsoft Tenant ID

  3. [Optional] Customize your bot or the welcome message

  4. Click Save

  5. Download the manifest file (ZIP)

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Upload Sofie as a custom app in MS Teams

  1. Go to: Microsoft Teams Admin Center → Teams apps → Manage apps

  2. Click on Actions

  3. Select Upload a custom app

  4. In the dialog, click Upload and select the manifest ZIP file downloaded in step Configure Sofie in the SoSafe Manager

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Assign Sofie to users via setup policies

  1. Go to: Microsoft Teams Admin Center → Teams apps → Setup policies

  2. Choose whether to edit an existing policy or create a new one. To create a new policy:
    Click Add, name the policy, and proceed to the next step.

  3. Select Add apps and then find Sofie in the list. Select Add.

    • In this step you can also change the order in which Teams app bar entries are shown by default.

  4. Assign the policy to a user group:

    1. Select Group policy assignment. Next, select a group of users.

    2. Select the policy you created and then select Apply.

    3. You will see a dialog window letting you know that it takes a while until the policy takes effect. Select Confirm to proceed.

We recommend applying one organization-wide policy to include all users.

If you want to test Sofie with a smaller group first (e.g. IT department), create a separate policy with limited user access.

Note: A welcome message will be automatically sent to all users assigned to this policy.

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Monitor installation progress

Once Sofie is deployed, the SoSafe Manager will display a rollout progress indicator, showing:

  • Total number of users provisioned with Sofie.

  • Comparison between provisioned users and total enabled employees.

This helps track the progress and effectiveness of the rollout.

Note: The installation can take up to 24 hours to complete for all users. This delay is due to Microsoft’s provisioning process and cannot be influenced by SoSafe.

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Uninstalling Sofie

To remove Sofie from Microsoft Teams:

  1. Go to: Microsoft Teams Admin Center → Teams apps → Manage apps

  2. Find the Sofie app and click on its name.

  3. Select Actions and then Delete. Select Delete again to confirm.

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Troubleshooting installation issues

If users do not see Sofie in their Teams environment, ask them to:

  1. Go to Apps in the left Teams navigation menu.

  2. Search for Sofie in the app directory.

  3. Click Add to install Sofie manually.

  4. Sofie will now appear in their Teams sidebar and send a welcome message upon first use.


You need further assistance?
Check out our other support articles or contact your Customer Success representative - we’re happy to assist!