Note: This integration it is currently in Closed Beta for Advanced and Enterprise customers only. To begin setup, please contact support@safebase.io and indicate that you would like to set up a Teams integration.
Overview
The SafeBase Bot for Teams enables your organization members to receive notifications from SafeBase within Teams.
Additionally, if your SafeBase organization is using AI Questionnaire Assistance, org members can Ask the SafeBase AI security questions and receive relevant answers directly back into their inbox.
Supported Notifications
Approve/deny requests directly from Teams.
Answer assigned questionnaire rows directly from Teams.
Prerequisites
A user must be a Teams Global Admin AND a SafeBase admin to complete the installation.
Permissions required by the SafeBase app for Teams
Setting | Info | Permission |
| Team settings | Read |
| Channel messages | Read/Write |
| Create channels | Read/Write |
| Basic channel info | Read |
| Basic team info | Read |
| Read app catalog | Read |
| Install/manage team apps | Read/Write |
| Read channel settings | Read |
| Read users profile info | Read |
Installation
Please reach out to your CSM or support@safebase.io to request the .zip that contains the Teams bot installation file.
Note: To install a new release with updated features, users are required to acquire a new install package from the SafeBase team.
1. Add the SafeBase Bot to your Teams Tenant
Navigate to Teams and select
Appsfrom the left vertical toolbar.Select
Manage Your Appsat the bottomAppstoolbar.
Select
Upload an app.Select
Upload an app to your org's app catalog.
Once the app has been uploaded, it should appear in Built for your org.
Click the
SafeBase Bot.Click
Add to a Team.Select the Team that you want the bot to post notifications to.
Click Finish.
2. Connect the SafeBase Bot to SafeBase
Login to SafeBase.
Navigate to
Settingsfrom the left vertical toolbar in SafeBase.Navigate to
Integrations.
To the right of Teams, click Connect.
Click
Consent on behalf of your organization.Click
Accept.A new Teams Channel named SafeBase Notifications will be created - this is where notifications will be sent.
You may need to click See all channels in order to see the new Channel.
Expand for screenshot
Expand for screenshot
You can add the channel to your Team's sidebar by clicking the Show button.
3. Include the SafeBase Bot as a Default App in Teams (Optional)
This video outlines how to include the SafeBase Bot in the default Teams user policy so that all users will receive the app once installed.
Usage
After connecting the integration in the Settings area, notifications will be sent to the SafeBase Notifications channel in the installed Team.
In order to interact with the notifications in Teams, the Teams member will need to connect their Teams account to SafeBase.
Connecting a Teams account to a SafeBase account (Optional)
This step is only required for SafeBase users who want to perform actions in SafeBase from within Teams, and should be completed one time by the user in question. Be sure they are already logged into SafeBase with appropriate permissions.
1. Upon interacting with a SafeBase notification for the first time, users will see the following notice:
3. Click Link Teams and SafeBase accounts, and log in to SafeBase if prompted.
4. The user can now take SafeBase actions directly from Teams notifications! 🎉
Ask SafeBase AI
Teams users can interact with the SafeBase Bot within Teams to query your Trust Library for answers to questions.
Answers from SafeBase AI will only use the information your SafeBase Account has permissions to within SafeBase.
1. In Teams, click the + icon near the message bar and select SafeBase Bot.
2. Type your question in the box that appears
If your organization is using SafeBase's multi-product feature, you can specify which Product the AI should reference.
3. Click Ask Question and after processing, the result will automatically populate in the message box below.
Access Requests
Contains:
Name
Company
Email Address
SafeBase users that have linked their account to Teams can Approve or Deny the Access Request using the buttons within Teams.
All other users can click the Access Request link in the notification to be taken to the Access Request Queue within SafeBase.
Questionnaire Assignments
This notification will be sent as a DM to linked users and requires their Teams account be linked to SafeBase.
Contains:
Account Name
Questionnaire Title
SafeBase direct link
If users are assigned a specific question in an open questionnaire within the SafeBase, this notification will trigger.
Answering Assigned Questions in Teams
Upon receiving this notification, the recipient can click the Go to question in SafeBase button to be taken directly to the assigned questionnaire in SafeBase.
Optionally, the user can click Answer via Teams to answer the question directly in their inbox, without having to leave Teams.
The SafeBase Bot will then display the assigned questionnaire row and provide an answer area, which vary depending on the question type.
Free answer/comment
Multi-select/comment
After answering, the Teams user can indicate if they want to mark the question as approved and click Submit Answer to submit their response to SafeBase.
The assignment notification will then update to reflect the completion:
Other Notifications
Questionnaire Submitted
Contains:
Account Name
Submitter
Link to the questionnaire in SafeBase
Account access extension requested
Contains:
Account Name
Requestor
Link to the request in SafeBase
Assessment completed
Contains:
Account Name
Link to the results in SafeBase
File downloaded
Contains:
Account Name
Account Member that downloaded the file
Item Name
File Name
Timestamp
File bulk downloaded
Contains:
Account Name
Account Member that downloaded the file
File Names
Timestamp
New subscriber
Contains:
Subscriber email
Link to all subscribers
Troubleshooting
If users are not receiving notifications
Please first reconnect the app. If issues persist reach out to support@safebase.io.
If the notifications do not include the questionnaire assignment
Check that the version has been updated to SafeBase Bot v1.0.1.