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Sending training messages and reminder messages via MS Teams: Integration guide and help article
Sending training messages and reminder messages via MS Teams: Integration guide and help article
Shailanchal Uniyal avatar
Written by Shailanchal Uniyal
Updated over a week ago

Table of Contents

1. Introduction

Right-Hand Cybersecurity's integration with Microsoft Teams enhances your ability to engage employees in security awareness training and Human Risk Management (HRM) initiatives. This integration allows you to:

  • Send training campaign assignments and reminders via MS Teams

  • Deliver HRM nudges through MS Teams

This comprehensive guide will walk you through the integration process, usage instructions, and provide answers to common questions.

2. Integration with MS Teams

2.1 Prerequisites

Before beginning the integration process, ensure:

  1. You have administrator access to your Right-Hand Cybersecurity account

  2. You have MS Teams Administrator role in your organization's Microsoft environment

2.2 Integration Steps

  • Log in to your Right-Hand Cybersecurity account

  • Navigate to Settings > Integrations > Messaging Channels(DM)

  • Locate the MS Teams section and click on the "Configure" button

On being prompted click on "Add to MS Teams"

  • You will be redirected to the Microsoft authentication(OAuth) page

  • Log in with your Microsoft administrator account when prompted

  • Review the permissions requested by the Right-Hand Cybersecurity app

  • Click "Accept" to grant the necessary permissions

  • You will be redirected back to Right-Hand Cybersecurity

  • Verify that the MS Teams integration status shows as "Enabled”

It may take up to 24 hours for the app to propagate and appear in the "Built for Your Organization" section of available apps for users. What it implies is that the app may take up to 24 hours to show in your employees sidebar or as a searchable option to add

2.3 MS Teams Admin Configuration

After the integration is set up in Right-Hand Cybersecurity, the MS Teams administrator needs to configure the app within MS Teams:

  • Log in to the Microsoft Teams Admin Center

  • Navigate to "Teams apps" > "Manage apps" > Search for "Right Hand Cybersecurity" in the app catalog

  • Select the app and click "Add to teams"

  • Choose the teams or users you want to make the app available to

  • Click "Add" and they “Apply” to confirm

Note:

Add all the teams for which you want to send training messages and reminders

It may take up to 24 hours for the app to propagate and appear in the "Built for Your Organization" section of available apps for users. What it implies is that the app may take up to 24 hours to show in your employees sidebar or as a searchable option to add.

3. Sending Training Campaign Assignments and Reminders via MS Teams

3.1 Customizing Message Templates

  • Go to Settings > Notification Templates > Training

  • Select "Direct Message Training Assignment" or "Direct Message Training Reminder"

  • Customize the message content as desired

The same direct message format is currently supported for both Slack and MS teams. Follow the guidelines provided by respective vendors on how to edit messages for DM tools here:

  • Use placeholders like {{USER_NAME}} for personalization which are mentioned in the helping variables section

Preview: The preview option is just to highlight how message will tentatively look in the Direct Message tool. It is always recommended that you test your communication via TEST fucntionality as shown below:

  • Save your changes after making desired changes

3.2 Creating a Training Campaign

  • Log in to your Right-Hand Cybersecurity account

  • Navigate to Campaigns > Create Campaign

  • Select "Training" as the campaign type

  • Fill in the campaign details (name, description, etc.)

3.3 Configuring MS Teams Delivery

  • In the campaign creation process, locate the "Direct Message" section in step 4 of campaign creation

  • Check the box next to "MS Teams" to enable delivery via Teams

  • If MS Teams is not visible, verify your integration status in Settings > Integrations

  • When MS teams is selected it provides feedback on the Teams for which it is enabled(Section 2.3) as shown below:

The preview option is just to highlight how message will tentatively look in the Direct Message tool. It is always recommended that you test your custom or default message via test functionality in Message Editing space (Section 3.1) or right before campaign launch as indicated below.

3.4 Scheduling and Sending Campaigns

  1. Complete the campaign creation process

  2. Review all settings, including MS Teams delivery

  3. Click "Schedule" or "Send Now" based on your preference

  4. Use the "Send Test" function to preview the message in MS Teams before sending

4. Sending HRM Nudges via MS Teams

4.1 Configuring HRM Settings for MS Teams

  • Navigate to Settings > Human Risk Management

  • Locate the "Delivery Mediums" section

  • Verify that MS teams is enabled for HRM nudges

When the teams app is configured in Cyberready portal it automatically is enabled for HRM as well. You can Disable it by clicking View Configurations button.

4.2 Deciding on which nudges to enable

  • Follow this article for understanding how you can start your journey with HRM

5. User Experience

5.1 Receiving Training Assignments

Users will receive training assignments in MS Teams as follows:

  1. A notification appears in their MS Teams activity feed

  2. The message contains the training assignment details

  3. Users can click on “Open Training“ link to access the training

5.2 Receiving HRM Nudges

For HRM nudges:

  1. Users receive a notification in MS Teams

  2. The nudge contains relevant security information

  3. An "I Acknowledge" button is provided for user interaction

  4. Clicking "Acknowledge" records the user's response and redirects them to the Acknowledgement page

6. Troubleshooting

  • If MS Teams messages are not being delivered:

    1. Verify the integration status in Right-Hand Cybersecurity settings

    2. Ensure the app is properly configured in MS Teams Admin Center

    3. Check if users are members of teams where the app is enabled

  • If message content is not updating:

    1. Clear your browser cache

    2. Verify changes are saved in notification templates

    3. Use the "Send Test" function to confirm updates

7. Frequently Asked Questions (FAQs)

Q: Can I send messages only to specific teams within my organization?
A: Yes, the MS Teams administrator can control which teams have the Right-Hand Cybersecurity app enabled.

Q: Will users receive messages in email and MS Teams?
A: Yes, messages will be sent to both email and MS Teams to ensure delivery. Email is the primary mode of communication for the campaigns as well as for nudges as it is vendor agnostic and hence more reliable

Q: How can I preview the MS Teams message before sending a campaign?
A: Use the "Send Test" function in the campaign creation process to see how the message will appear in MS Teams.

Q: Can I customize the message for different platforms (e.g., different text for email vs. MS Teams)?
A: At present, the message content is the same across all direct message platforms (Slack and MS Teams). Customization options may be considered for future updates.

Q: Is this feature available for phishing simulations?
A: Currently, the MS Teams integration is only available for training campaigns and HRM nudges, not for phishing simulations.

Q: How long does it take for the Right-Hand Cybersecurity app to appear in MS Teams after configuration?
A: It can take up to 24 hours for the app to propagate and appear in the "Built for [Organization Name]" section of available apps for users.

Q: Can I disable MS Teams delivery for specific campaigns or nudges?
A: Yes, you can choose which delivery channels to use for each campaign. For HRM nudges, you can toggle MS Teams delivery on or off in the HRM settings.

For any additional questions or support, please contact your Customer Success Manager or our support team.

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