Overview

Part 1: Enable the Teams Meeting Integration

Part 2: Add Automatic URL Creation to Availability

Remove the Teams Meeting Integration

Overview

Enabling Impact Feedback's Microsoft Teams (referred to as Teams here on out) meeting integration will allow you create availability that automatically generates a unique Teams meeting link when it's booked.


Key notes regarding this integration:

  • Your organization's Teams administrator will likely need to add Impact Feedback to their list of approved Teams integrations. Contact your organizations IT department to proceed with this.
  • Each provider/staff member will need to set up this integration for their own Impact user accounts. This cannot be done externally by Org Admins.
  • Once the integration is enabled, Part 1 below, the automatic URL generation option will need to be applied to availability, Part 2 below. If the second part isn't completed, unique Teams meeting URL's will not be automatically generated.


Part 1: Enable the Teams Meeting Integration

The following steps will be performed by each staff member that would like to connect their official organization/university Team account to their Impact Feedback availability.

  1. Select the User icon in the top right corner of the IMPACT Feedback webpage to open a dropdown menu.
  2. Click Profile. This opens your user Account Management page.
  3. Click on the External tab and scroll down to the Meeting Integration section. 
  4. Clicking on the Microsoft Teams option which will navigate you to a Microsoft's webpage where you'll select or log into your Microsoft account. 
  5. If you are not logged into Microsoft Teams, please sign in using your organization/university's official Microsoft page. Contact your organizations IT department for additional information. Once signed into your Teams account, continue to step 6.
    • After signing in, you may be presented with a window that says you need to contact your Teams administrator to approve this integration. This means your organization requires authorization of all programs that integrate with Teams. Contact your IT department or help desk to get Impact Feedback approved.
  6. The permissions required to enabled this integration will be listed on this new webpage. Click Agree to continue.
  7. Once this integration has been successfully completed, you can now proceed to Part 2, below, where you can add this automatic URL generation to your availability.



Part 2: Add Automatic URL Creation to Availability

Once you've enabled your Teams integration following the steps above, you can now add calendar availability with the Generate URL option or editing existing open availability so that the Generate URL option is applied. 


Create New Availability with the Generate URL Option

  1. Add availability as your normally do (please see our solution article here for more information) and click the Virtual presence option.
  2. The 'Generate URL' checkbox option will appear. Check the checkbox. 
  3. Finish creating your availability and click the blue SAVE button. When this availability is booked going forward, an unique Teams meeting URL will be created and sent to you and the rostered case(s). 


Edit Existing Unbooked Availability to Include the Generate URL Option

This option can be added to your existing unbooked availability. This can be done to a single unbooked availability or to all the unbooked availabilities in a repeating series. The booked availabilities in a repeating series will not be impacted by these changes.

  1. Navigate to the editing page of your existing availability by following the steps in our Editing Classes and Availabilities solution article. Follow the steps under the section that applies to that changes you would like to make.
  2. Check the 'Generate URL' checkbox that appears beneath the checked Virtual presence option. This automatically generated link will override any text or links included in the standard URL text field under the 'Generate URL' option.
  3. Click the blue SAVE button. When and of these availabilities are booked going forward, an unique Teams meeting URL will be created and sent to you and the rostered case(s). 


Remove the Teams Meeting Integration

If you would like to disconnect your Teams account from Impact Feedback, please follow the steps below. Note that this will result in no meeting link being sent to those who book availabilities that have had the 'Generate URL' option turned on.

  1. Select the User icon in the top right corner of the IMPACT Feedback webpage to open a dropdown menu. 
  2. Click My Account. This opens your user Account Management page.
  3. Click on the External tab and scroll down to the Meeting Integration section.
  4. Beneath the Teams Meeting integration section, click the pink Disconnect button.