• Installation of Expense-Tracker 365 from Microsoft Teams

      1. Please read this Article before Installing or adding the App in Microsoft Teams.

      2. Once the application has been deployed, choose it and select the Sync to Teams option from the files menu.

      3. Sync to teams

      4. Go to the Sharepoint site's side navigation and select Teams.

      5. Select teams

      6. Teams will open and now click on Apps from side navigation. Click on the Expense-Tracker 365 application as shown below in the image.

      7. Apps

      8. A dialog box will appear, select Add to a team from the dropdown.

      9. Add to team

      10. Expense-Tracker 365 will be available for the entire team, but start by setting it up in a channel.

      11. Set up channel

      12. Choose the channel for the application you wish to setup. After choosing a channel, click on Set Up a Tab button.

      13. Choose channel

      14. Now click on the Save button.

      15. Save

      16. Now click on the + icon as shown below in the image. There will be a search bar where you can type Expense-Tracker 365 for searching it. Select the Expense-Tracker 365 application.

      17. HR365 performance management

        Add app

      18. Expense-Tracker 365 application will be added as a tab on the channel.

      19. Added as tab

      20. Click on the three dots shown in the left pane. From here you can also add Expense-Tracker 365 as a Teams Personal App.

      21. Teams personal app

        PM 365 added

  • Teams app permission policies


      1. Sign in to Teams admin center with the below URL.

        https://admin.teams.microsoft.com/

      2. Microsoft Teams admin center

      3. Under Teams apps select the Permission policies.

      4. permission policies

      5. From the list of policies click on the Global policy to open it.

      6. global org

      7. Block all apps is the default choice in the dropdown menu for custom apps.

      8. custom apps

      9. Choose Allow specific apps and block all others from the dropdown menu by clicking it.

      10. allow all apps

      11. By selecting the Allow apps button, you may add other apps.

      12. allow apps

      13. Search for Expense-Tracker 365 you want to add.

      14. Search app

      15. Now click on the Add button.

      16. Allow

      17. Choose that application, then click the Save button.

      18. Save

      19. When the pop-up appears, click on the Confirm button.

      20. Confirm

        success