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Uploading Custom Bot

This guide provides step-by-step instructions for uploading a custom bot to Microsoft Teams and assigning access policies to individuals or groups within your organization.

Overview​

The process consists of four main steps:

  1. Uploading the custom bot to your Teams environment
  2. Creating a permission policy for the bot
  3. Assigning the policy to individuals or groups
  4. Optionally pinning the bot for easier access

1. Uploading Custom Bot for Your Organization​

  1. Navigate to Microsoft Teams Admin Center

  2. Click Manage apps

    Navigate to Manage Apps

  3. Click Upload new app

    Upload New App

  4. Click Upload

    Click Upload

  5. Search and select the zip file provided to you by Rezolve. Wait for the confirmation message and once received, close the popup box.

    Upload Confirmation

2. Creating the Permission Policy​

  1. Click Permission policies

    Permission Policies

  2. Click Add

    Add Permission Policy

  3. Give your Policy a Name and Description

    Name Your Policy

  4. Under Custom apps, select Allow specific apps and block all others

  5. Click Allowed Apps

    Allow Specific Apps

  6. Click the "Search by name" field and enter your Bot name

    Search for Bot

  7. Click Add next to your bot when it shows

    Add Your Bot

  8. Click Allow

    Click Allow

  9. Click Save

    Save Permission Policy

3. Creating the Setup Policy​

  1. Click Setup policies

    Setup Policies

  2. Click Manage policies

    Manage Policies

  3. Click Add

    Add Setup Policy

  4. Enter a name for your app setup policy (e.g., BotNameAccessPolicy)

    Note: Spaces are not allowed when creating your policy name.

    Name Setup Policy

  5. Add a description (e.g., BotName Access Policy)

  6. Choose your company's preferences for the Upload custom apps and User pinning options

    Policy Description and Preferences

  7. Click None and select the Permission Policy previously created

    Select Permission Policy

  8. Click the Search by name field

    Search Field

  9. Type your bot's app name

    Enter Bot Name

  10. Click on your custom bot app

    Select Bot App

  11. Click Add

    Add Bot to Policy

  12. Click Add again

    Confirm Adding Bot

  13. Click Save

    Save Setup Policy

4. Pinning the App to a Policy (Optional)​

To make the bot more accessible, you can pin it to the Teams menu:

  1. Go to Setup Policy, select the Policy, scroll down to Pinned apps section and click Add apps

    Add Pinned Apps

  2. Click the Search by name field

    Search for Bot to Pin

  3. Type your bot's app name

    Enter Bot Name for Pinning

  4. Click Add

    Add Bot for Pinning

  5. Click Add again

  6. Click Save

    Save Pinned App

  7. If you get a confirmation prompt, click Save

    Confirm Save

5. Assigning the Policy to Individuals​

  1. Make sure you are on the Manage policies tab and select your bot policy

    Select Bot Policy

  2. Click Manage users

    Manage Users

  3. Click Add

    Add Users

  4. Click the Search by display or username field

    Search for Users

  5. Search for the individuals you would like to have access and click Add until you are done

    Select Users

  6. Click Confirm

    Confirm User Assignment

6. Assigning the Policy to Groups​

  1. Click Group policy assignment

    Group Policy Assignment

  2. Click Add

    Add Group

  3. Click the Select a group field

    Select Group Field

  4. Look for the group you want to grant access to

    Search for Group

  5. Select it and click Add

    Add Selected Group

  6. Click Policy name

    Select Policy Name

  7. Select the policy you created for the bot

    Choose Bot Policy

  8. Click Apply

    Apply Policy

  9. Click Confirm

    Confirm Group Assignment