Get started with the app

To get started, select the Sage People app and begin a chat. A list of suggestions tells you what you can do.

Screenshot: suggested actions in the Sage People Teams app

Tip

Pin the app to your Teams side menu or recent chats for easy access. Right click the app in the side menu or recent chat panel and select Pin.

Screenshot: pin the app to your recent chats

Screenshot: pin the app to your Teams side menu

Video: app overview

Signing in

When you perform an action that requires access to your Sage People account such as requesting your absence balance or listing pending approvals, you will be asked to sign in. Select Sign in and authenticate with your single sign-on provider or enter your Sage People credentials.

You can also begin the login process by typing Sign in or Log in. Check your login status typing Who am I.

To end your session, type Sign out or Log out.

The first time you sign in you must allow the digital assistant to connect to your Microsoft Teams user account. When you are shown the Salesforce Allow Access screen, select Allow.

Screenshot: Allow Access to your Microsoft Teams account

Single sign-on

If your organization uses single sign-on, users' email addresses are synchronized with the Sage People single sign-on service for Microsoft 365 daily, at the time configured in the MS SSO Registration Scheduled Time setting on the Time package configure page. See Enable Microsoft Teams integration in the Time package.

When users select Sign in, Sage People will use your organization's single sign-on URL to authenticate them with your SSO provider.

Note If you are not using single sign-on, for example if you are testing with users who do not have SSO enabled, or have disabled the MS SSO Registration Scheduled Time setting, users must enter your organization's custom domain manually when logging in.