Teams PowerPack Initial Onboarding Process

Teams PowerPack Initial Onboarding Process

Getting started with Teams PowerPack is a breeze. In just a few simple steps, you'll be up and running with our powerful suite of products, including Teams PowerPack - CDR, Teams PowerPack - Call Analytics, and Teams PowerPack - CX. The entire process, from providing your initial information to receiving administrator access, will be handled through our convenient configuration form.

To begin, simply fill out the configuration form at https://linktr.ee/teamspowerpack
Here's a breakdown of the initial installation process:

1. Information Gathering

First things first, we'll need some information from you. This includes:
  • Company Name: Let us know your company's official name.
  • Main Microsoft 365 Domain: Identify your primary Microsoft 365 domain.
  • Tenant ID: Provide your unique Microsoft 365 tenant ID.
  • List of Authorized Administrators: Share a list of users who will have access to manage Teams PowerPack within your organization.

2. Teams PowerPack Takes Flight

Once you've provided this information, a Teams PowerPack engineer will take the wheel. They'll upload the details into our system, creating a custom Teams PowerPack instance specifically for your Microsoft 365 tenant.

3. Granting Teams PowerPack Access

Teams PowerPack team will generate special authorization URLs and share them with you. 

4. Reviewing Permissions

Here's where you come back in! You'll need to access the Authorization URL using a Global Administrator account for your Microsoft 365 tenant. This URL will clearly display the permissions PowerPack needs to function.

You'll need to give these permissions TWICE.

Don't worry, these permissions are simply for reading and populating your company's information within the PowerPack App. The app cannot function without these permissions, but they ensure secure data handling.

5. Information Population

Once you've authorized the permissions, it's time for the system to work its magic! This process involves seamlessly integrating your company's data into the PowerPack App. Please be aware that while Teams PowerPack checks for new data every 4 hours, the availability of the latest information depends on Microsoft APIs, which can take up to 28 hours to update.

6. Administrator Access

During the data population, our engineer will set up access for the authorized administrators you listed in the configuration form. Once everything is complete, you'll receive a notification and can begin exploring the full potential of Teams PowerPack.

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