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Installing Sofie on Microsoft Teams

Updated

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)

    SoSafe Manager Sofie Level Zero Support page on the Bot configuration tab, with Connector set to MSTeams and the Microsoft Teams Tenant ID field below it, alongside the Analytics, Knowledge management, and Configuration tabs.

     

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

Microsoft Teams admin center Manage apps page with the Actions menu open and Upload new app highlighted, above the app list showing Most requested app and Apps to consider allowing summaries.

Upload a custom app dialog in the Microsoft Teams admin center, with the Upload button shown below a reminder to test the app and confirm it follows security and compliance requirements.

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.

Microsoft Teams admin center App setup policies page with Setup policies highlighted in the left navigation and the Add button highlighted above the policy list, next to Edit, Duplicate, and Delete.

 

Sofie app setup policy in the Microsoft Teams admin center, with Sofie checked in the App bar list of pinned apps alongside Activity, Chat, Teams, and Calendar, above the Save and Cancel buttons.

 

Add pinned apps dialog in the Microsoft Teams admin center with sofie entered in the search field and the Sofie app by SoSafe SE listed under Apps to add, above the Add and Cancel buttons.

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.

SoSafe Manager Sofie rollout progress bar, fully green to show all eligible users have installed the app, with the provisioned and total user counts displayed above it.

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.
     

    Microsoft Teams admin center Sofie app details page with the Actions menu open and Delete highlighted above Block app, next to the app's Installed for and Available to fields both set to No one.

     

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.

 

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

 

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