Microsoft Teams integration

This article is from before the rebranding to SelfGuide. Text and images can include the old product name ProductivityPerformer or its abbreviation PP.

The added value of SelfGuide increases with the visibility and easy of access by end users. When using Microsoft Teams as a collaboration tool, integrating SelfGuide with Microsoft Teams makes the information in SelfGuide visible without the need to leave. The combination of both tools will bring communication and knowledge together. Read below how to integrate SelfGuide in Microsoft Teams

Add SelfGuide in a channel

SelfGuide can be integrated by adding a tab to a channel. Using the steps below, the Instruction library is added in a new tab:

  1. Open the channel where the tab needs to be added
  2. Click the + sign to add a new tab
  1. Search and choose Website
  1. Give the new tab a name, for example SelfGuide or Instructions
  2. Open the Instruction library in SelfGuide, copy the URL and past the URL in the modal in Microsoft Teams
  1. The Instruction library is now accessible within Microsoft Teams:

Example usage

For all content within SelfGuide, a unique URL is available. This feature can be used to share specific content within Microsoft Teams. Some examples:

  • Open a common used Instruction in the Instruction viewer
  • Add search & filter criteria to the Instruction library so only Instructions relevant for the team are shown by default
  • Integrate a User Guide or Training

Azure AD integration for Single Sign-on

To improve the ease of use when integrating SelfGuide and Microsoft Teams, the Microsoft Azure AD integration is advised. This integration brings single sign-on functionality, the user does not need to sign-in on SelfGuide as the authenticated session from Microsoft Teams is reused.