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Integrating your Microsoft Teams workspace with YuLife πŸ‡¬πŸ‡§πŸ‡ΊπŸ‡ΈπŸ‡ΏπŸ‡¦

Bring YuLife to where your team already works. By connecting your Microsoft Teams workspace with YuLife, you can easily invite employees to the YuLife app and boost engagement directly through Microsoft Teams.

Jade avatar
Written by Jade
Updated over a month ago

Before You Begin

Who can set this up?

This functionality is available to all YuLife customers.

  • Be an Admin of your Microsoft Teams workspace

  • Have Admin permissions within the YuLife HR Portal

If you don’t have the correct permissions but would like to try connecting your Microsoft Teams workspace to YuLife, get in touch with your Customer Success Manager at customersuccess@yulife.com.

Step 1 – Connect YuLife and Microsoft Teams

  1. Log in to your YuLife HR Portal β†’ team.yulife.com

  2. In the side bar menu, go to Settings β†’ Messaging

  3. Click Create new connection and choose Microsoft Teams.

    • Tip: Disconnect any existing connection, if one is found.

  4. Authorise the connection when prompted

βœ… Once connected, you’ll see Microsoft Teams listed as an active integration in your Messaging settings.

Step 2 – Invite Employees to YuLife via Microsoft Teams

  1. Go to the People page in the HR Portal.

  2. Select the employee(s) you want to invite and click Invite.

Employees will receive an email invitation to download and use the YuLife app, along with a Microsoft Teams notification, if their Microsoft Teams account matches the email in the HR Portal.

Note: Ensure the employee’s email address used in the YuLife HR Portal matches the email address on their Microsoft Teams account.

Need Help?

If you encounter issues during setup, please reach out to your Customer Success Manager or email customersuccess@yulife.com.

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