Admin Guide

This guide helps tenant admins and department admins set up and operate TeamsDesk.

Onboarding Checklist

1. Grant Admin Consent (Microsoft Entra ID) to enable SSO and Microsoft Graph.
2. Create Departments and (optionally) locations.
3. Assign Department Admins and configure Categories.
4. Invite agents to their departments.
5. Optional: Connect Outlook mailbox for email intake.

Microsoft 365 Integrations

Outlook Intake

Convert support emails into tickets by connecting a mailbox; status and comments appear in Teams.

Azure AD Groups

Discover groups and map them to departments for quick role setup.

Security & Permissions

• Authentication: Microsoft Entra ID SSO (On‑Behalf‑Of flow).
• Permissions: Scoped Microsoft Graph access requested at consent time.
• Data Handling: No credentials stored client‑side; tenant routing applied to API calls.

Tips

• Use categories to improve routing and reporting.
• Encourage agents to keep statuses current for accurate KPIs.
• Start with one department, then scale to more teams as needed.

Looking for a different role? See the Docs Overview.