Enterprise Messaging Portal

This article introduces the ConnecttoTeams Enterprise Messaging Portal.

This article is for you if your enterprise uses messaging service only, i.e., no calling services.

If your enterprise uses calling services (i.e., PBX or Trunk or both), see the introduction of the standard portal in the article Enterprise Portal.

Introduction

Welcome to ConnecttoTeams Enterprise Messaging Portal! This guide is designed to help Enterprise Admins configure and manage messaging services such as SMS and Chat.

Follow the steps below to get started and make the most of the portal's features.

1. Register Your Enterprise

After your provider creates your new enterprise account for either SMS or Chat or both services, you will receive a welcome email for your Messaging Portal access. Click on Complete button so you could log in to your Messaging Portal using your Microsoft Office 365 Global Admin account.

2. Initial Login

Upon your initial login, you will be asked to provide certain permissions to access your Microsoft O365 account such as shown in this picture.

You will be prompted to list Microsoft User Groups to sync. Members of these groups will appear in the Enterprise Portal and can be configured to use ConnecttoTeams apps. To restrict access to specific groups, list them here; leave the field empty to grant access to all users. Limiting groups can help manage user numbers and align with restrictive access policies. This list can be updated later if needed.

You will be redirected to the dashboard page of the Messaging Portal. The dashboard provides a bird's-eye view of your enterprise configuration and service status.

The Enterprise Admin Action Items table shows you several items that you can give "Grant Consent" to your provider which which are necessary.

Consult with your provider to determine if granting consent is the best option for you. Granting consent to your provider allows your provider to configure and manage the services on your behalf.

3. Teams Application Deployment and Sync'ing

When the provider deploys the Teams applications that your enterprise will use, you must complete the process by clicking whichever is the applicable button for your available service - "Sync SMS App" or "Verify Chat App". For more information, check article Deploy and Sync the SMS App to a Microsoft Teams Organization.

Deploying apps to Microsoft Teams can occasionally encounter issues. For potential problems and their solutions, refer to the Troubleshooting Issues with App Deployment guide.

4. SMS Service

The menu items under the SMS menu section are introduced below. Follow the links provided for more information about each screen.

SMS Service: Managing Users

As an Enterprise Admin, you can manage users within the portal. This includes adding, editing, and removing users as needed to ensure your team has the appropriate access and permissions.

From the Actions column, click on Manage SMS to enable the user for SMS service and assign a dedicated SMS number to the user.

SMS Service : SMS Groups

You may add a user to an SMS Group whereby several users share SMS number/s. To create and manage SMS groups, see more info in this article: Configuring SMS Groups.

Note: SMS Groups is not the same as SMS group texting.

• SMS Group is a group of Teams user sharing an SMS phone number.

• Group Texting is sending SMS message to a group of mobile phone numbers.

SMS Service : Configuring SMS Numbers

To see a list of all numbers, including those capable for SMS, navigate to the Phone Numbers section. Here, you see to which Teams user or SMS Groups are phone numbers assigned. you can add, edit, and manage SMS numbers to ensure seamless communication for your enterprise.

SMS Service : SMS Transactions

The SMS Transactions screen is a report that displays SMS/MMS messages exchanged by users within your enterprise. Search for keywords or sender numbers, or use the advanced search to narrow down to specific date range. For detailed instructions on how to use the SMS Transactions report page, refer to the SMS Transactions Report for Enterprise Admin guide.

Use the Export to CSV button should you find the need to download the SMS transactions. The export is an offline process and, when done, the exportable file will show up in the Downloads page (discussed at the bottom of this guide.)

SMS Service : SMS Domains

The SMS Domains screen is available only to enterprises whose underlying SMS provider is either Netsapiens, RingLogix, United Cloud, Viirtue. This page displays details of the connection with these above-mentioned providers, which can be used by these providers to troubleshoot issues, such as when inbound SMS messages are no longer received due to an expired connection. 

Coordinate with your provider if you are using any of the above-mentioned platform for SMS and do not see the "SMS Domains" menu item.

Note to the reseller:

The SMS Domains may not be shown due to incorrect API Credentials. See this article for information : Manage API Credential Templates - for Netsapiens, RingLogix, UnitedCloud, Viirtue.

SMS Service : End User Guide

To assist your members of your enterprise in how to use the SMS app, refer to these user guides:

SMS and MMS (Texting): End User Experience

How To Send SMS and MMS from the SMS Composer

How To Send SMS and MMS from the Application

Using SMS Groups in Teams

Sending SMS to Multiple Recipients

Group Text Message

Renaming and Restoring Deleted SMS Teams and Channels

5. Chat Service

Chat Service: Configuring Slack Workspaces for Chat Service

For enterprises using the Chat service, you can configure Slack Workspaces within the portal. This allows you to integrate and manage your Slack environment effectively.

See more info in this guide: Chat App Guide for Enterprise Admins

Chat Service: End User Guides

Below are the user guides for Teams users and Slack users to communicate by the use of ConnecttoTeams Chat app. 

6. Downloads

This page shows exported SMS Transactions file. The generated report files are listed here until they are downloaded.