Coachello App for Teams admin guide

Coachello App for Teams admin guide

Supercharge your leaders by integrating Coachello into their work environment

Written by Coachello - Updated this week

The Coachello App for Teams seamlessly integrates personal support throughout Microsoft Teams, unleashing individual and team performance, engagement, and alignment where you’re already working. Leverage all of Coachello’s capabilities and inside of Teams to empower your most important assets: your people. Add Coachello directly into the MS Teams environment of your people. This article walks you through the setup required in Coachello and in Microsoft Teams.

How the Coachello App for Teams works

The Coachello App allows your employees to:

  • Have a space for personal development within MS Teams where they can go for a personal development assessment, receive a 360 speed feedback from their colleagues, chat with an external coach and see coaches that are available to help them with their challenges and book one-on-one coaching sessions with them.
  • Stay informed through the Coachello bot and receive notifications for upcoming sessions and 360 Speed feedback requests.
  • Pin a Coachello extension during a live video coaching session in Teams to share information on the session, notes taking, leave feedback to increase efficiency.
  • Use the app to access their notes and coaching reports as you would in the web app, right within Teams.

Prerequisites

Here are the prerequisites for the Coachello App for Teams:

  • A Microsoft administrator must allow the Coachello app to be downloaded from the Microsoft Teams App Store.
  • A Microsoft administrator must add Coachello to App Permissions Policies, if they exist.
  • A Microsoft administrator must allow access to the Azure Active Directory (AAD) profiles of app users by consenting on behalf of their organization.

Implementation for administrators

App setup policies

We recommend you consider using app setup policies to install and pin apps for the Coachello app to ensure your users are getting the most out of the integration.

Enable the Coachello App for Teams

Before users can install the Coachello App for Teams, you must allow the app in the Microsoft Teams admin center.

  1. Go to the Manage apps page in the Microsoft Teams admin center.
  2. In the left navigation of the Microsoft Teams admin center, go to Teams apps > Manage apps.
  3. Search for and select the Coachello app.
  4. Click the toggle to allowed.

Install Coachello app from App Store

The Microsoft administrator must enable their team to install the Coachello app from the App Store. You must be a global admin or Teams service admin to enable the app. If application permission policies are in use for the organization, Coachello must be added to those policies. After the admin enables the app installation, a user can download the Coachello App for Teams in the App Store.

Accept Azure Active Directory consent

Microsoft Team administrators can accept consent on behalf of their organization. Accepting Azure Active Directory (AAD) consent options are displayed by Microsoft Teams. This is because we’re requesting access to the user AAD token, and because of the Enterprise applications Consent and Permissions settings in their Azure Active Directory (see below). This token is used in the authentication flow to link a Coachello account with the user AAD profile. From there, a user will only have to log in one time even if using multiple devices or Microsoft Teams clients.

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The recommended method to accepting AAD consent is as follows:

  1. Have a Microsoft Teams admin log in into the Microsoft Teams admin center.
  2. Navigate to Manage apps.
  3. Select the Coachello app in the list.
  4. Select Permissions tab.
  5. Click on Review permissions and consent under Org-wide permissions.
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Allowlist Coachello in your company’s proxy

A proxy server is used by enterprises to protect their company from cyberattacks. Sometimes your company’s proxy server will block or encrypt calls to Coachello from Teams, which will cause the Coachello App for Teams to not function. The Coachello App for Teams calls the hosts below which need to be allowlisted so that the proxy does not block or encrypt calls to them:

  • app.coachello.io
  • api.coachello.io

Here are possible signs that a proxy server is blocking the Coachello App for Teams:

  • After authenticating with Coachello in the Coachello App for Teams, you get logged out immediately. You may see an error message explaining that no workspaces could be loaded.
  • The Coachello App for Teams works in a web browser, but not the desktop.

Implementation for users

We recommended pinning the app directly to the task-bar in MS Teams as shown in the video above. However, after the Microsoft Teams and the Coachello administrators have enabled the Coachello app, end-users can install the app themselves if the app permission policy that's assigned to them allows it.

  1. Open Microsoft Teams.
  2. Click on Apps in the bottom left corner to go to the App Store.
  3. Search for and select Coachello (or scroll through the store to find it).
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  5. Click the Add button to add the Coachello App for Teams.
  6. Click the Get Started button.
  7. When prompted, sign in with your Coachello credentials.
  8. Allow the Coachello App for Teams to access your Coachello account so we can bring all necessary information from Coachello into Teams.

Permissions and scope

See also here

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FAQs

Here are answers to some questions that may pop up when using this integration:

  • Does the Coachello App for Teams require tenant-wide admin consent? Nope.
  • Does the Coachello App for Teams require any tenant-wide configuration changes? Nope.
  • What are the actual permissions needed by Coachello on Teams? Coachello doesn’t require any permissions directly to use Teams. Users will need to be invited in as members first before they can access a Coachello in a tab on a Team. Coachello can be limited to certain users through app permission policies.For more information, see our section on permissions and scope.
  • Does the Coachello app impact the Teams tenant? An admin would need to enable the application from the Microsoft App Store and possibly add it to any app permission policies that may exist in the organization.
  • Is there any way to limit the access of the application to a specific population? Yes. App permission policies can be set up in Microsoft Teams to limit the Coachello app from being installed by certain users.
  • Who needs to have the app installed to invite participants to respond to a 360 Feedback request in Coachello? The person providing the 360 Speed must have the app installed. Once a request is shared in Teams, other participants can view and join Coachello to collaborate without needing to install the app.
  • Does the installation of the app require Global admin consent? The Teams admin may need to consent on behalf of the organization if they are using Azure Active Directory. See the section above about AAD.
  • Is the aggregated anonymized data visible from MS Teams? No, this is only visible through the admin’s dashboard.