Teams Setup

Teams Setup Overview

The Teams Connection page lets you approve and manage the integration between Herd and your organization’s Microsoft Teams environment. Once connected, users sync automatically, keeping Herd aligned with your directory and enabling seamless communication and workflow integration.

Step 1: Once you sign into Herd, go to the Setup tab

Step 2: Click connect Teams

• Approve the Teams Connection between Company and Herd

• Syncing users should happen automatically after

Step 3: (Recommended) Sync Okta Users and Groups

To make it easier to assign access and manage permissions, we highly recommend syncing your Okta users and groups with our platform. Here’s how to do it:

1. Enter Your Okta Domain Go to your Okta admin console and copy your Okta domain (e.g., yourcompany.okta.com). Paste it into the designated field in our setup interface.

2. Create a Read-Only API Token

   • In Okta, navigate to Security > API > Tokens.

   • Click Create Token and give it a recognizable name (e.g., “Herd Sync Token”).

   • Ensure this token only has read access—no write permissions are needed.

3. Enter the Token and Start Syncing

   • Paste the API token into the field provided in our setup.

   • Click Sync to import your users and Okta Groups.

   • Once synced, you’ll be able to easily assign users or groups from your Okta directory

Step 4: Download Herd Application in Teams

1. Enter your Teams Application

2. Click the 3 dots to view more applications

3. Click 'Get more apps' and search Herd Security to download the Herd application.

4. Once downloaded, it should show up in your sidebar.

5. From there, you can right-click on the application and select 'Pin' to keep it easily accessible.