The Microsoft Teams integration allows Custr notifications to be delivered directly through Microsoft Teams.

Notifications can be sent in two ways:

The Microsoft Teams integration is available as part of Support Plus.

Personal Teams notifications work alongside Custr's existing notification methods. Depending on an Employee's settings, the same alert can be delivered by email, Microsoft Teams and the Custr Companion App.

To use the Microsoft Teams integration:

To use Personal Teams notifications, your organisation must also have the Microsoft 365 integration connected to Custr.

Microsoft Teams is connected from:

Site → Integrations

Only an Administrator can complete the Microsoft connection and authorisation process.

Once connected, Microsoft Teams will appear as Connected within the Integrations page.

From here, you can configure which Custr alerts should be sent to Teams and how each alert should be routed.

Custr supports two different Teams notification routes.

Channel notifications post an alert into a Microsoft Teams channel.

For each supported alert you can select:

Team → Channel

For example:

Visitor Arrived → Development Team → Reception

When that event occurs, the notification is posted into the selected channel.

Channel notifications are useful where a team or department needs visibility of the same Custr activity.

Examples might include:

You do not need the Microsoft 365 integration to use Teams channel notifications.

Personal notifications are sent directly to the person who would normally receive the relevant Custr alert.

They follow Custr's existing notification logic rather than requiring you to select an individual person on the Teams integration screen.

For example, if a visitor checks in and selects you as their host, you could receive:

Depending on which notification methods you have enabled.

Personal notifications require the Microsoft 365 integration to be connected.

If Microsoft 365 is not connected, the Teams integration will display:

Connect Microsoft 365 to enable personal notifications.

Once Microsoft 365 and Microsoft Teams are connected, Teams notifications can be enabled for individual Employees.

Go to:

Directory → Employees

Select the Employee and edit their settings.

Under:

Receive alerts by

you can enable or disable:

Enable Teams to allow that Employee to receive relevant personal notifications through Microsoft Teams.

This controls the delivery method only. The underlying Custr alert rules still determine which notifications that Employee is entitled to receive.

An alert can use both routes at the same time.

For example:

Staff Checked Out

could:

The Route column shows how the alert is currently configured.

Depending on the settings, you may see:

This allows each alert to be configured differently depending on how your organisation works.

Go to:

Site → Integrations → Microsoft Teams

Alerts are grouped into relevant areas of Custr.

These can include:

Additional alert groups may be available depending on the Custr products and functionality enabled for your site.

Expand a section to view the available alerts.

For each alert you can configure:

Enable or disable personal Microsoft Teams notifications.

Personal notifications are only available where Microsoft 365 is connected.

Select the Microsoft Team where the alert should be posted.

Select the channel within that Team.

Selecting a Team and Channel creates a Channel route.

Select Save after changing the configuration.

Use Send test to send a test notification and confirm that the Teams configuration is working as expected.

Visitor alerts can include notifications such as:

Sent when a visitor checks in.

Sent when a visitor checks out.

Sent when a visitor arrives after their booked time.

Sent when a pre-approved visitor has not checked in within the configured period.

Used where no matching host can be found during check-in.

Triggered when a visitor checks in under a Visitor Category that has category notifications enabled.

Each of these can be routed independently.

For example, Visitor Arrived could be posted into a Reception channel while another alert is delivered only as a personal notification.

Custr Check alerts can also be delivered through Teams.

Examples include:

Triggered when a Check-In Screening or custom question answer matches an configured alert rule.

Sent when a visitor submits feedback.

Sent when a concern is raised.

These can be configured as personal notifications, channel notifications or both.

Microsoft Teams can also notify relevant users or channels about Check-In Screening results.

Available alerts include:

This allows organisations to decide which screening outcomes should generate a Teams notification and where that alert should go.

For example, an Amber or Red result could be routed differently from a Green result.

Staff attendance notifications can be sent to Microsoft Teams.

These include:

Each event can be configured independently.

For example:

Staff Checked Out

could be posted into a shared operational channel while also generating the appropriate personal notifications.

Device alerts can also be delivered through Teams.

For example:

Device Offline

can notify the appropriate people or channel when a Custr device goes offline.

This can be useful for operational or support teams that monitor Custr devices centrally.

Safety Roll Call alerts are also available through the Microsoft Teams integration.

These allow relevant Roll Call events to be routed into Teams so the appropriate team can be notified when an emergency or drill is taking place.

The available alerts depend on the Safety Roll Call functionality configured for your site.

Personal Teams notifications follow the same underlying logic as Custr's other personal notifications.

Custr determines who should receive the alert based on the relevant feature.

For example:

If a visitor selects an Employee as the person they are visiting, that Employee can receive a personal Teams notification when the visitor arrives.

Where additional recipients have been configured against an Employee or notification, those recipients can also receive the appropriate alerts.

Some notifications are based on Roles, alert permissions or other Custr configuration.

Microsoft Teams does not change who should receive the alert. It simply provides another way of delivering it.

If Teams or Channels have recently been added or changed within Microsoft Teams, select:

Refresh

on the Microsoft Teams integration.

This refreshes the available Microsoft Teams information shown within Custr.

To remove the integration, go to:

Site → Integrations → Microsoft Teams

and select:

Disconnect

Once disconnected, Custr will stop delivering notifications through Microsoft Teams.

Other Custr notification methods, such as email or Companion notifications, are not affected.

Check that the Microsoft 365 integration is connected.

Without Microsoft 365, Custr cannot deliver personal Microsoft Teams notifications.

The Teams integration will show:

Connect Microsoft 365 to enable personal notifications.

Check:

Check that:

Use Send test to confirm the channel connection.

Select Refresh within the Microsoft Teams integration.

If it still does not appear, confirm that the connected Microsoft account has access to the relevant Team and Channel.

No.

Microsoft 365 is required for Personal Teams notifications, but Teams channel notifications can be configured through the Microsoft Teams integration independently.

Yes.

An alert can have Personal notifications enabled while also being routed to a selected Team and Channel.

Yes.

Teams can be enabled or disabled for each Employee under:

Directory → Employees → Receive alerts by

No.

Notification methods work independently.

An Employee can receive the same relevant notification through Email, Teams and Companion where those methods are enabled.

Custr uses the same rules that determine who receives the underlying notification.

For example, a visitor host can receive a visitor arrival notification because they are the person being visited.

Teams simply provides another delivery method for that alert.

Yes.

Use Send test against the relevant alert within the Microsoft Teams integration.

The Microsoft Teams integration provides another way for Custr to deliver important notifications.

Channel notifications allow alerts to be shared with whole Teams or departments.

Personal notifications deliver relevant Custr alerts directly to individual Employees and require the Microsoft 365 integration.

Each alert can be configured independently, allowing organisations to decide whether it should be:

Microsoft Teams is connected and managed through:

Site → Integrations → Microsoft Teams

and individual Employee delivery preferences are managed through:

Directory → Employees → Receive alerts by