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Microsoft account and Microsoft Teams

Connect your work or school account, enable Teams messaging in RoryPlans, and resolve admin approval prompts from Microsoft Entra ID.

1. Connect your Microsoft account

RoryPlans uses Microsoft Entra ID (Azure AD) to sign you in and, separately, to access Microsoft Teams on your behalf.

  • Sign in with Microsoft when you create an account or log in. This grants basic profile access so we can identify you.
  • If you already use another sign-in method (for example Google or email), open Linked accounts in your profile and add Microsoft there.
  • Use a work or school account in the same Microsoft 365 organization where your Teams teams and channels live. Personal Microsoft accounts are not suitable for Teams integration.

Signing in with Microsoft only covers identity and basic profile. Teams features require the additional step below.

2. Connect Microsoft Teams

After you are signed in to RoryPlans, connect Teams wherever the product offers it, for example:

  • Plan integrations — open Integrations for your plan and choose the Microsoft Teams tab.
  • Automations — use Connect Teams when configuring automation that posts to Teams.
  • Agents and output destinations — when an agent can send output to Teams, use the Teams connect option there.

Click Connect Microsoft Teams (or the equivalent). You will be redirected to Microsoft to review permissions and consent. You may be asked to sign in with your work or school account again.

RoryPlans requests access so we can:

  • List teams you belong to and channels in those teams
  • Post messages to channels you select
  • Read channel messages where features need message context
  • Use chat so direct messages and related flows can work when configured
  • Keep the connection active in the background using a refresh token

Exact labels in the Microsoft consent screen may vary. If your organization blocks user consent, an administrator must approve the application for the whole organization (see the next section).

3. When your organization requires admin approval

If Microsoft shows a message that access must be approved by an admin, that is controlled by Microsoft Entra ID, not by a setting inside the Teams app or a Teams channel.

Someone with permission to grant tenant-wide admin consent for applications (often a Global Administrator, Application Administrator, or Cloud Application Administrator, depending on your directory) should:

  1. Sign in to the Microsoft Entra admin center.
  2. Go to Identity → Applications → Enterprise applications.
  3. Open All applications, find RoryPlans (or the app name shown on the consent screen), and open it.
  4. Under Permissions, choose Grant admin consent for [your organization] and confirm.

If your organization registered the app itself, the same consent action may appear under App registrations → your app → API permissions → Grant admin consent.

Guest users in a tenant may hit different consent rules than members. If approval still fails, check with the administrator of the tenant where the user signs in.

If RoryPlans adds or changes Microsoft Graph permissions, users who connected Teams earlier may need to connect Teams again so Microsoft can issue a token that includes the new permissions.

4. Chat with your agents in a Teams channel

A RoryPlans agent can answer questions and take actions right in a Teams channel. People mention @RoryPlans with a question and the agent connected to that channel replies in the thread.

For your Teams administrator (once per organization)

  1. Get the RoryPlans Teams app package (a .zip file) from your RoryPlans contact.
  2. In the Teams admin center, go to Teams apps → Manage apps → Upload new app and upload the package. Make sure it is available to the people who should use it.
  3. No Microsoft Entra admin consent is needed: the app is a bot only and asks for no data permissions.

For a team owner

In Teams, open Apps → Built for your org → RoryPlans → Add to a team. RoryPlans posts a short welcome message in the team.

For the agent owner in RoryPlans

  1. Connect Microsoft Teams in RoryPlans (section 2 above).
  2. Open the agent in Manage Agents (or the Actions step while creating it). Under the Microsoft Teams output, choose Send to channel with the team and a standard channel, tick Chat with Rory in this channel, make sure the RoryPlans app is added to the team, and read the notice. In agent settings, choose Turn on chat; a new agent starts chatting when it is created.
  3. Mention @RoryPlans in that channel. Each reply starts with the agent’s name.

Good to know

  • The agent works with its owner’s access and tools, and usage is billed to the owner. Only members of your organization can use it; guests are refused.
  • One agent per channel. Each thread is its own conversation; mention @RoryPlans again to follow up in a thread.
  • Standard channels only. Bots can’t post in private channels, and shared channels aren’t supported yet.
  • Answers are AI-generated and may be inaccurate — check important details. The owner can disconnect the channel at any time in the agent’s settings; it stops answering immediately.