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Microsoft Teams

CatalogNotificationsScorecards

Summary

Microsoft Teams is a tool to communicate with your team. By integrating with Cortex's app for Teams, Cortex will directly message entity owners regarding any Scorecard improvements or if there are any action items for upcoming Initiatives.

Setup

Navigate to the Settings page in Cortex and follow the prompt in the Microsoft Teams tab to connect via OAuth.

Afterwards, you’ll need to install Cortex's app for Teams through Microsoft AppSource. Depending on your organization's settings and permissions, a Microsoft Teams admin may be able to install the app for all users in your organization (see here for more information).

caution

If using Cortex Server, you'll need to follow a manual configuration process to use Cortex's app for Teams. Reach out to the support team to receive instructions.

Catalog descriptor

Ownership

You can define the following block in your Cortex Catalog Descriptor to add your Microsoft Teams channels. Defining a Teams channel will provide direct access to the channel via the entity page in Cortex.

x-cortex-microsoft-teams:
channels:
- name: team-engineering # exact match name of the channel
teamName: engineering # exact match name of the team (optional)
description: This is a description for this Teams channel # (optional)
notificationsEnabled: true # (optional)

Privacy Policy

We will retain basic Microsoft Teams metadata like user IDs for the period necessary to fulfill the purposes outlined in our Privacy Policy unless a longer retention period is required or permitted by law, or where the Customer Agreement requires or permits specific retention or deletion periods.