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Integrate Vertice with Microsoft Teams

Integrating your organization's Vertice account with Microsoft Teams allows you and your colleagues to initiate procurement workflows and receive notifications in your Teams workspace. You can also interact with Vertice AI which can provide instant, AI-powered answers about your procurement stack and insights based on our proprietary dataset.

The end-to-end set-up process involves an initial set-up of the integration in Vertice and then testing the connection by installing the Vertice app in Teams and linking your account.

You will then need to decide whether you'd like to install and link your colleagues' accounts on their behalf or allow them to do it themselves.

Before you begin

You must have the following permissions to set up this integration. If you don't have these permissions, pass this guide to your platform administrator.

Platform

Required role

Vertice

Administrator

Teams

Any role with permission to add apps in Teams

1. Set up the integration

  1. In Vertice, open Settings in the left-hand menu

  2. Click Integrations

  3. Scroll to Notifications

  4. Click Set Up on the Microsoft Teams tile
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  5. Click Connect to Microsoft Teams to begin integrating

  6. Log in using your Teams workspace credentials

  7. Review the requested permissions and click Accept to grant access to Vertice.

Expand Requested permissions for the full list.

Requested permissions

  • View users' basic profile

  • Read the names and descriptions of all channels

  • Read organization information

  • Read all users' basic profiles

Your integration is now live. You can view the details of the integration by clicking View on the Microsoft Teams tile.

2. Install the Vertice app from the Teams store

Once you have set-up the integration, you'll need to install the Vertice app in Teams.

  1. In Teams, click the Store button
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  2. Search for "Vertice"

  3. Click the Vertice app — a pop-up will open

  4. Click Add

The Vertice app will be added to your organization's available apps.

3. Link your account

Linking your account is the final step which completes the connection between Teams and your Vertice account. You cannot use the Vertice app until you have linked your account.

There are several ways to do this but the simplest is directly in the chat.

  1. Open the Vertice app in Teams

  2. In the chat window, type "Link" and send it

  3. Click Link my Vertice account in Vertice's reply — you'll be directed to an external web-page to confirm
    ​

  4. Click Confirm link

You can now use the Vertice app in Microsoft Teams.

We recommend you perform a few tests to ensure everything is working as you expect. Interact with the Vertice app through the chat: try asking to see your organization's active contracts or open requests or ask for more details about a vendor.

For help with any issues, contact Vertice support.

Next steps

Now the integration is set up and working, you'll need to decide how to manage your organization's access to the app. See Managing access to the Vertice app in Microsoft Teams for more information.

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