PerformAI - IT Config and Rollout Guide
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About this guide
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✨ Hi there, this guide will help you ensure that you have everything in place so that you can get started with PerformAI. We are thrilled to be a part of your journey towards creating a positive feedback culture in your workplace. Prior to configuring and rolling out PerformAI in Microsoft Teams, please ensure that you have: ✅ An active Microsoft 365 subscription ✅ Access to a Microsoft 365 administrator account ✅ Activated Microsoft Teams for your organisation ✅ An active PerformAI Subscription
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Let's start with ensuring that you have the right configurations.
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Please go to admin.teams.microsoft.com
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Click on "Teams apps"
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Click on "Permission policies"
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Click on "Global (Org-wide default)"
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Under Third-party apps, ensure that Allow all apps is selected. Or, choose Allow specific apps and block others and search for PerformAI to add it to the list of approved apps.
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If you've made any changes, click on "Save"
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Click on "Manage apps"
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Type "PerformAI" in highlighted field
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Type "PerformAI" in highlighted field and press Enter
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Select "PerformAI"
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Click on "Allow"
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Select "Allow"
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Click on "PerformAI"
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Click on "Permissions" then click on "Review permissions and cons...."
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After which, there will be a pop-up asking you for permission. Please click "Accept" on that pop-up.
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Next, let's set up app policies
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The App Setup Policies section allows you to control the availability of apps to your organization's users.
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Click on "Teams apps" and then select "App Setup Policies."
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Click on “Global (org-wide default)
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Click on "Add apps" in “installed apps” section
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Search for “Perform AI” application and Click on “Add” button
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Click on "Save" button at the bottom of the page then "Confirm" button
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You can also choose to pin our app for everyone in your organisation
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To do so, please navigate back to the set-up policies page and click on “Global (Org-wide default)”
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Scroll down to the "Pinned apps" section and clickon "Add apps" button
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Search for "PerformAI" then click on "Add"
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Lastly, click on "save" at the bottom and "Confirm"
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🙌🏻 That's it! Now you're done and ready to go.
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If you have any questions or need any help, please reach out to us at product@engagerocket.co
