Once you've set up the Teams integration and verified it is working, you'll need to ensure your users can access and use the app. To do this, the app must be installed to their Teams client and linked to their Vertice account.

You can allow users to install and link themselves or manage either or both of these processes yourself.

It does not matter which combination of methods you use to install and link accounts so you can be flexible in how you approach this. To keep the ongoing management scalable, you may want to consider which combination works best for your organization. For example, configuring Teams so that the app is pre-installed for a group of users who are then encouraged to link themselves allows you to adhere to your organization's security policies without much manual input from your IT team.

Get started using the Vertice app in Microsoft Teams guides users through self-install and self-linking. We recommend sharing this guide as part of your initial rollout and to new users as they join your organization.

You can pre-install the app for a specific group of users in the Teams admin center. You can find instructions for this in Preinstall apps for your users in the Teams documentation.

Vertice can automatically match and link all eligible users with their equivalent account in Teams or you can choose which users to link yourself.

All users who have both a login for Vertice and Teams using the same email will be matched and linked. Once they are linked, they can begin using the app.

Automatic matching occurs every day at 00:00 UTC. Any newly added Vertice users will automatically be matched and linked in the next sync. Users will stay in Pending status until they have both installed the app and linked their account.

This method allows you to choose which users are matched and linked.

This is also a useful method if you need to modify an existing match after an automatic match failure or if you'd like to match two accounts with different email addresses.