Using the Perform & Engage 365 app in Microsoft Teams allows your employees to access Perform & Engage 365 quickly and efficiently from where they work. It also encourages the use of Teams as a hub for collaboration and focus.
Is Perform & Engage 365 available by default in your tenant?
Before choosing a rollout option below, you will first need to find out whether Perform & Engage 365 is available by default within your Microsoft Teams tenant. This will depend on whether corporate IT has locked down your Teams apps to specific apps. You can check this by attempting to find Perform & Engage 365 from the Teams app store. To do this:
- Find the pop-out menu in Teams (also known as the three dots - …)
- Click on ‘More apps’
- Search ‘Perform & Engage 365’
If you find Perform & Engage 365 – then the app is already available within your Teams tenant. If not, you should ask your IT representative or Teams admin to allow Perform & Engage 365 within your tenant. The following instructions detail how IT can do this: https://docs.microsoft.com/en-us/microsoftteams/manage-apps .
Perform & Engage 365 is a Microsoft Verified app so it may be pre-authorised.
Roll-out to Employees
Once Perform & Engage 365 is available in the Tenant, there are two ways to push the app out in the organisation. The first method is preferred as it reduces the requirement on employees or end-users to enable the app.
Automated Rollout (preferred)
This is where IT assigns the Perform & Engage 365 app to specific users/groups only (for a specific group rollout such as all in a department rather than everyone in the org) or the entire organisation (everyone within your Teams setup). Note: we recommend that all required users are added to Perform & Engage 365, before the process below is executed. This ensures that as soon as Perform & Engage 365 is installed in their Teams app they can get started.
A Teams admin should follow the steps below to assign the app.
Manual Rollout
The second option is to ask employees to add the app manually. We recommend that they already have a Perform & Engage 365 account created by admins which is active before installing the app. They should do this using the instructions below:
- Find the pop out menu in Teams (also known as the three dots - …)
- Click on ‘More apps’
- Search ‘Perform & Engage 365’
- Click on ‘Add’