Applies to
- Pro
- Business
- Enterprise
FAQ: Integrate Smartsheet with Microsoft Teams
Who can use this?
Plans:
- Pro
- Business
- Enterprise
You must be an Admin on Microsoft Teams to approve the integration. Anyone can install and use the Smartsheet for Teams app.
What is supported in the Smartsheet for Teams integration?
- Send notifications from Smartsheet to a public Teams channel or as direct messages.
- Add Smartsheet items as tabs within channels in Teams.
What permissions are required for the Smartsheet for Microsoft Teams Integration app?
Your Microsoft Teams admin needs to grant consent to the Smartsheet app before it is available to your organization's members. The following table contains the permissions required by the Smartsheet app.
| Capability | Permission name and type | Reason for requesting this permission |
|---|---|---|
| Receive Smartsheet notifications in Teams channels | offline_access - delegated | Enables refresh token in authentication response and maintains login when the token expires. |
| openid - delegated | Allows Smartsheet to sign into Microsoft on behalf of the user. | |
| profile - delegated | Gives information about the user to send notification. | |
| Team.ReadBasic.All - delegated | Used to get the Team names. | |
| Channel.ReadBasic.All - delegated | Used to get channels in a Team using a team ID. | |
| User.Read - delegated | Used to get information about the user's organization. | |
| TeamsAppInstallation.ReadWriteForTeam - delegated | Allows Smartsheet to check if the Teams app is installed. If not, the app is installed automatically. | |
| Sharing Smartsheet assets with channel members when adding it as Tab in teams | ChannelMember.Read.All - Application | Used to get channel members for any channel using group ID and channel id. |
| ChatMember.Read - Delegated | Used to get members in a private channel. |
Also, the messaging extensions don't require any additional setup. When a user adds the Smartsheet for Microsoft Teams app from the Teams app store, the messaging extension is automatically usable, and no additional permissions are required. Learn how to use the messaging extension to search Smartsheet items from Microsoft Teams.
Can I still add a Smartsheet item as a tab without Admin permission?
If your Admin hasn't granted permission, users can still add Smartsheet items as tabs by either publishing them or not sharing the item to channel members.
What is supported in the Smartsheet EU for Teams integration?
Send notifications from Smartsheet EU to a public Teams channel.
If I already use the Tabs capability in the Smartsheet EU for Microsoft Teams integration, why do I not receive Smartsheet notifications in Microsoft Teams?
When using the Smartsheet EU for Teams integration, grant access to add Smartsheet EU items as tabs. Re-grant admin consent to get Smartsheet EU notifications in Microsoft Teams.
What should I do if I am having trouble logging into the Microsoft teams integration?
First, try reauthenticating your account with the Microsoft teams integration.
To reauthenticate with the bot, open the Smartsheet chat window.
- To activate the bot, type Hello.
- To receive Smartsheet messages you need to allow access to the Bot. Select Allow Access.
- The Smartsheet sign-in and authorization pages appear. Sign in to your Smartsheet account and select Allow.
Once you see the Success! page, no further action is required. You will start receiving Smartsheet notifications as direct messages.
If you are still having trouble, you can contact support.