Access levels
Each Microsoft Teams account has an access level: Read-only, Read + send, and Full access. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.What agents can do at each level
Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action. Each action shows its name, a one-line description where the Microsoft Teams action catalog has one, and its slug. The slug is the ID that agents use when they call the action.Read-only
Read-only
- View messages
- View shifts
Read + send
Read + send
- View, create, update, and archive channels
- View, create, update, and archive teams
- View, create, and update members
- View, create, and update chats
- Search, update, and send messages
- View, create, and update meetings
- View, create, and update groups
- Update and delete locations
- View, create, and update notes
- View and update presence status
- View and send replies
- Create and update shifts
Account details (1)
Account details (1)
Apps (2)
Apps (2)
Calls (5)
Calls (5)
Change history (5)
Change history (5)
Channel email addresses (1)
Channel email addresses (1)
Channels (13)
Channels (13)
Chats (10)
Chats (10)
Files (1)
Files (1)
Folders (1)
Folders (1)
Groups (4)
Groups (4)
Locations (4)
Locations (4)
Meetings (6)
Meetings (6)
Members (11)
Members (11)
Messages (14)
Messages (14)
Notes (4)
Notes (4)
Notifications (1)
Notifications (1)
Participants (1)
Participants (1)
People (1)
People (1)
Presence status (4)
Presence status (4)
Profiles (1)
Profiles (1)
Replies (4)
Replies (4)
Roles and permissions (1)
Roles and permissions (1)
Schedules (3)
Schedules (3)
Sessions (2)
Sessions (2)
Shifts (10)
Shifts (10)
Tabs (4)
Tabs (4)
Teams (14)
Teams (14)
Templates (2)
Templates (2)
Time off (11)
Time off (11)
Users (2)
Users (2)
Full access (recommended)
Full access (recommended)
- Delete members
- Delete presence status
- Delete shifts
- Delete channel email addresses
- Delete channels
- View content
- Delete groups
- Delete meetings
- Delete messages
- Delete notes
- Delete tabs
- Delete teams
Connect Microsoft Teams
Before you start:- You need a Microsoft Teams account that you can sign in to.
- Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.
Open Integrations
Add an integration
Find Microsoft Teams
Choose an access level
Click Connect Microsoft Teams
Sign in to Microsoft Teams
Change the access level
- Under YOUR CONNECTIONS, find the Microsoft Teams account.
- Open the account menu (⋯) and click Manage scope.
- Under Default scope, choose the new level.
- Click Save access.
Set access for one agent
Every agent uses the account’s level unless you set something else for it. You can narrow one agent to a lower level, or block it.- Under YOUR CONNECTIONS, open the account menu (⋯) on the Microsoft Teams account.
- Click Manage scope.
- Under Per-agent access, find the agent.
- Choose the Default option to follow the account’s level, choose a lower level, or choose No access.
- Click Save access.
Use more than one Microsoft Teams account
Click + Account on the Microsoft Teams card to connect another account. Agents use the primary account unless they are asked to use a specific one.- After you click + Account, follow the connect steps above.
- Each account has its own access level.
- The first account you connect becomes the primary account. It shows ★ PRIMARY.
- To change the primary account, open the account menu (⋯) and click Make primary.
- To tell accounts apart, open the account menu (⋯) and click Rename.
Reconnect or disconnect
Reconnect when the connection has expired, or when you need to change what the account can reach on the Microsoft Teams side:- Open the account menu (⋯) and click Reconnect.
- Click Reauthorize on Microsoft Teams.
- Sign in to Microsoft Teams and approve the request.
Costs
Microsoft Teams actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.Troubleshooting
An agent reports that an action is not allowed on this account.- Cause: the action is outside the account’s access level, or outside the level you set for that agent.
- Fix: choose a higher level in Manage scope, or change the agent’s row under Per-agent access.
- Cause: the agent is set to No access under Per-agent access, or the account is not connected.
- Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.
- Cause: your Squad subscription is not active.
- Fix: resubscribe. See Manage your subscription.
- Cause: the sign-in for that account is no longer valid.
- Fix: use Reconnect on the account.
Common questions
Can I limit what agents can do in Microsoft Teams?
Can I limit what agents can do in Microsoft Teams?
Can I connect more than one Microsoft Teams account?
Can I connect more than one Microsoft Teams account?
How do I disconnect Microsoft Teams?
How do I disconnect Microsoft Teams?