Installing CultureBot - MS Teams

CultureBot integrates directly with MS Teams so your team can start celebrating moments, sparking connection, and communicating clearly—without leaving the tools you already use every day.

Follow the steps below to install CultureBot for your MS Teams workspace

How to install CultureBot for Microsoft Teams

Step 1: Install CultureBot (personal app)

1. Open Microsoft Teams.
2. Go to Apps (left sidebar).
3. Search for "CultureBot".
4. Click Install (or Get if in the Teams Store).
5. This installs it as a personal app.

Step 2: Add CultureBot to your team

Option A: From a team channel

1. Open the team where you want to add CultureBot.
2. Go to the channel.
3. Click the + (plus) icon at the top of the channel.
4. Search for "CultureBot".
5. Click Add.

Option B: From team settings

1. Open the team.
2. Click the three dots (⋯) next to the team name.
3. Select Manage team.
4. Go to the Apps tab.
5. Click + Add apps.
6. Search for "CultureBot".
7. Click Add.

Common issues and solutions

Issue: "CultureBot not found in Apps"

Solution: The app may need to be added to your organization's app catalog by an admin:

1. Have a Teams admin go to: https://admin.teams.microsoft.com/policies/manage-apps
2. Add CultureBot to the org's app catalog
3. Then users can install it

Issue: "Can't add to team"

Solution: You need Team Owner or Team Member permissions. Ask a Team Owner to add it, or have an admin grant you permissions.

Issue: "Bot installed but not working"

Solution: After adding to a team:

1. Go to the channel where you added it
2. Type @CultureBot and send a message
3. The bot should respond with a welcome message

Additional notes

• Personal installation: Lets you use CultureBot in DMs and access it from the sidebar
• Team installation: Required for the bot to work in team channels and send messages to channels
• Both are needed: Install it personally first, then add it to each team where you want to use it

How to add additional admins in Microsoft Teams

Step 1: Access the CultureBot dashboard

1. Open Microsoft Teams.
2. Go to the CultureBot app (left sidebar or Apps).
3. Open the "CultureBot Home" tab (static tab in the app).

Step 2: Navigate to Permissions

• Option A: From the Home page, click "Add additional admins" (under "Next Steps").
• Option B: Go directly to: https://getculturebot.com/app/permissions

Step 3: Add admins

1. Click the "Add Users" button (top right).
2. In the modal, select one or more users from the dropdown (search by name).
3. Choose the admin type (Permissions Guide, Full Admins v. Partial Admins)

• Full Admins: Full access to all features
• Water Cooler Admins: Can create/manage water cooler instances
• Birthday Admins: Can configure birthday celebrations
• Anniversary Admins: Can configure work anniversary celebrations
• Custom Celebrations: Can manage custom celebrations

4. Click "Add" to save.

Step 4: Verify

• The new admin(s) appear in the table for that admin type.
• They can access CultureBot settings based on their permissions.

Troubleshooting

• If you don't see the "Add Users" button: Ensure you're a Full Admin.
• If users don't appear in the dropdown: They must be members of your Teams organization and visible to CultureBot.
• If the page doesn't load: Sign in with Teams SSO when prompted.

Quick summary

1. Open CultureBot Home tab in Teams
2. Click "Add additional admins"
3. Click "Add Users"
4. Select users from the dropdown
5. Choose admin type (Full Admin or specific feature)
6. Click "Add"