Engage - Teams Nudges

This feature is available for Engage Pro only, and is not available in the Jersey Region.

This article contains information on configuring and managing Microsoft Teams integration for Behavioral Nudges in Engage, including enabling notifications, setting up the integration via the Integrations Hub, and confirming successful Teams Nudge creation.

Data from Test Campaigns will not trigger Nudges.

Prerequisites

• You have a Super Administrator, Full Administrator, or Partner Administrator role assigned in the Mimecast Administration Console. Alternatively, the role associated with your user credentials should have the Integrations Marketplace Read/Write permission enabled.
• You must have Global Administrator permissions in Microsoft Teams.

Authorizing Microsoft Teams

To send Nudges from Engage to users via Microsoft Teams, you must first authorize the Mimecast app for Microsoft Teams.

• Depending on your Microsoft Teams app approval process, you may need to Unblock the Mimecast app in the Microsoft Teams Admin Center before proceeding.
• Follow the steps below to install the Microsoft Teams app from within the Integrations Hub. Installing the app directly from Microsoft AppSource is not supported and may cause unexpected results.
• You must install at the team scope. Do not install the app at a personal scope.

Permission Requirement Details

The Mimecast app for Microsoft Teams requires these permissions:

• Read all groups.
• Get a list of all teams.
• Allow the Microsoft Teams app to manage itself for all chats.
• Allow the Microsoft Teams app to manage itself for all teams.
• Allow the Microsoft Teams app to manage itself for all users.
• Sign in and read user profile.

These permissions allow the app to:

• Read your group and team structure. This enables the Microsoft Teams app to identify where to deliver messages.
• Manage its own deployment and configuration. This ensures the messaging service is available to send messages to all users, and to automatically keep its configuration up to date.

These permissions do not allow the Microsoft Teams app to read message content or files within Microsoft Teams.

Configuring Teams Nudges

You can navigate to the Teams section of Behavioral Nudges by using the following steps:

1. Log on to Engage.
2. Navigate to Nudges | Simulated Phishing | Edit.

3. To enable the notification channel, select Teams.

   

Once the notification channel has been selected, the following banner will be displayed:

Teams Nudges are not available until an integration with Microsoft Teams is configured via the Integrations Hub.

4. To configure the integration with Microsoft Teams:

• Click on the Integrations Hub link.
• Scroll down to Teams and select Configure New:
  • Application Name: Enter a name that will help you easily identify the application.

  • Description: Enter a description to allow you to identify it.

    

• Click the Authorize button and wait for the authorization process to complete.
  • Allow the Terms and Conditions when prompted.
  • Login to Microsoft when prompted.
• You will be redirected to a pop-up where you need to click the Allow button.
• You will then be redirected to a UI, where you can view the newly created integration.

6. To verify that the Teams Nudge was successfully created go to Microsoft Teams, where the Mimecast Bot will appear:

7. If a user has already received a phishing email and subsequently clicks on it after this workflow has been completed, they will receive a corrective nudge via email about the risky behavior. The same nudge will also be sent via Microsoft Teams, along with the hyperlink to the video.

Deleting the Microsoft Teams Integration

You can delete the Microsoft Teams Integration, by using the following steps:

1. Log in to the Mimecast Administration Console.
2. Navigate to Integrations | Integrations Hub.

3. Click View on the Teams tile.

   

4. The Teams integration screen displays your current Microsoft Teams Integration.

   

5. Click on the ellipsis "..." next to the Integration, and click on Delete.

   

6. Confirm when prompted to delete the Integration.

See Also:

• Engage - Behavioral Nudges
• Mimecast Integrations Hub
• Mimecast Integrations Hub - Teams Nudges
• API & Integrations - The Integrations Hub for Email Security - MX