> For the complete documentation index, see [llms.txt](https://herd-security.gitbook.io/herd-security-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://herd-security.gitbook.io/herd-security-docs/getting-started/teams-setup.md).

# 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, open Settings**

Integration cards live under **Settings → Integrations** — find **Microsoft Teams** in the **Messaging** section.

<figure><img src="/files/YamereoDarB5b8EEpEqS" alt="" width="563"><figcaption></figcaption></figure>

### **Step 2: Click Connect**

* On the **Teams** integration, click **Connect** (or **Reconnect** if Teams is already installed).
* Approve the Teams Connection between your company and Herd.
* Syncing users should happen automatically after. You can also trigger it manually with the **Sync Users** button.

### **Step 3: (Recommended) Sync your directory's users and groups**

To make it easier to assign access and manage permissions, we highly recommend syncing your identity provider's users and groups with Herd. This lets you assign trainings and campaigns to existing groups instead of individual users.

Most Microsoft Teams organizations sync from **Microsoft Entra ID (Azure AD)**. Follow the [Azure Active Directory User and Group Sync](/herd-security-docs/microsoft-entra-id-azure-ad/azure-active-directory-user-and-group-sync.md) guide to connect your directory under **Settings**.

If your organization uses a different identity provider, Herd also supports [Okta](/herd-security-docs/okta/okta-group-and-app-sync.md) and [Google Workspace](/herd-security-docs/google-workspace/google-workspace.md) directory sync.

### **Step 4: Open the Herd app in Teams**

During onboarding, Herd publishes its Teams app directly to **your organization's app catalog** via the Microsoft Graph API. It is **not** listed on the public Teams marketplace, so you won't find it by searching "Get more apps". Instead, look for it under your company's own apps:

1. Open Microsoft Teams.
2. Click the **Apps** icon (or the 3 dots **...** to view more applications).
3. Go to **Built for your org** (sometimes shown as your company's name). The **Herd** app appears here once onboarding is complete.
4. Open the app — it will then show up in your sidebar.
5. From there, you can right-click on the application and select **Pin** to keep it easily accessible.

{% hint style="info" %}
If you don't see the Herd app under **Built for your org**, the app may not have finished deploying to your tenant's catalog yet. Let your Herd contact know and they'll confirm the deployment.
{% endhint %}

<figure><img src="/files/g2aGxGrBW2L18vBKgHvX" alt="" width="103"><figcaption></figcaption></figure>

***

## Government Cloud (GCC High) Support

Herd can deliver Teams trainings and reminders to tenants on **Azure US Government / Office 365 GCC High**, in addition to standard Azure Commercial (Public) and GCC tenants.

Your Microsoft cloud is now resolved **per organization** — commercial and GCC High organizations are served side by side, so there's no separate deployment to point at. Once your organization is provisioned for GCC High, everything follows automatically: the **Connect** button sends admin consent to the US Government endpoints (`login.microsoftonline.us`), directory sync and messaging use `graph.microsoft.us` and the US Government Bot Framework, and your tenant's app catalog receives the dedicated **Herd Security Training Bot (GCC High)** Teams app.

{% hint style="info" %}
If your organization runs in GCC High, let your Herd contact know during onboarding so your organization is provisioned for the US Government cloud. The Connect, sync, and app-install steps above are otherwise identical.
{% endhint %}

***

## The Herd app inside Teams

Once the Herd app is installed, your users get more than DMs:

* **Dashboard tab** (formerly *My Training*) — a personal tab in the Herd Teams app showing the user's points, monthly points, rank, and training streak, plus every assigned training with its status (**Completed**, **Queued**, **Overdue**, **Due soon**, **In progress**), expandable **View details** per training, a **My awards** section, and an **Open on web** handoff. See [Member Dashboard](/herd-security-docs/getting-started/member-dashboard.md).
* **My AI activity tab** — a personal tab where users can review their own AI Coach activity (when AI Coach is enabled).
* **Leaderboard channel tab** — team owners can add the configurable **Leaderboard** tab to any channel to pin a live **Training Leaderboard** with **All time** and **This month** views.
* **Suggested prompts** — the first time a user messages the Herd bot, a **Herd Security Assistant** card offers starting points: **My training assignments**, **Phishing report**, and **Policy help**.
* **Quiz retakes** — when a training has a passing threshold and a learner falls short, the bot reports their score and offers a **Retake Quiz** button that clears their previous answers and restarts the quiz from the first question.

***

## Teams Notifications

Once Teams is connected, Herd sends reminders and updates to your users as Teams messages. You can customize the copy of these notifications from the **Notification templates** page in your Herd settings (currently in beta).

* Pick the **Microsoft Teams** channel tab to edit the message your team receives in Teams. (A **Slack** tab is available for the same events on Slack-connected workspaces.)
* Templates are written in Slack-flavored mrkdwn and rendered to a Microsoft Teams adaptive card at send time, so the same template can drive both channels.
* Each template has an optional **Subject** (shown as the bold Teams title) and a required **Body**.
* Use the **Insert variable** buttons to drop in per-recipient values written in `{{double curly braces}}` — these are filled in for each person when the message is sent.
* The **Preview** pane shows the message with sample values so you can see exactly what recipients will get.
* Use **Save template** to apply your changes, or **Reset to default** to revert to Herd's built-in copy.

***

## Conversational Training in Teams

When a training is delivered in conversational mode, Herd's assistant walks each user through the training as a back-and-forth chat in Teams rather than a static message.

Users can **quote-reply** to one of the assistant's earlier messages to ask about a specific step. Herd reads the quoted message as context for that turn, so the assistant understands exactly which part of the training the user is referring to — even when the user is quoting a card or an earlier step. The user's own message is still stored as sent; the quoted context is only used to inform the reply.

No extra setup is required — quote-reply context works automatically for conversational trainings delivered to your connected Teams tenant.