Microsoft account and Microsoft Teams

1. Connect your Microsoft account

RoryPlans uses Microsoft Entra ID (Azure AD) to sign you in and, separately, to access Microsoft Teams on your behalf.

• Sign in with Microsoft when you create an account or log in. This grants basic profile access so we can identify you.
• If you already use another sign-in method (for example Google or email), open Linked accounts in your profile and add Microsoft there.
• Use a work or school account in the same Microsoft 365 organization where your Teams teams and channels live. Personal Microsoft accounts are not suitable for Teams integration.

Signing in with Microsoft only covers identity and basic profile. Teams features require the additional step below.

2. Connect Microsoft Teams

After you are signed in to RoryPlans, connect Teams wherever the product offers it, for example:

• Plan integrations — open Integrations for your plan and choose the Microsoft Teams tab.
• Automations — use Connect Teams when configuring automation that posts to Teams.
• Agents and output destinations — when an agent can send output to Teams, use the Teams connect option there.

Click Connect Microsoft Teams (or the equivalent). You will be redirected to Microsoft to review permissions and consent. You may be asked to sign in with your work or school account again.

RoryPlans requests access so we can:

• List teams you belong to and channels in those teams
• Post messages to channels you select
• Read channel messages where features need message context
• Use chat so direct messages and related flows can work when configured
• Keep the connection active in the background using a refresh token

Exact labels in the Microsoft consent screen may vary. If your organization blocks user consent, an administrator must approve the application for the whole organization (see the next section).

3. When your organization requires admin approval

If Microsoft shows a message that access must be approved by an admin, that is controlled by Microsoft Entra ID, not by a setting inside the Teams app or a Teams channel.

Someone with permission to grant tenant-wide admin consent for applications (often a Global Administrator, Application Administrator, or Cloud Application Administrator, depending on your directory) should:

1. Sign in to the Microsoft Entra admin center.
2. Go to Identity → Applications → Enterprise applications.
3. Open All applications, find RoryPlans (or the app name shown on the consent screen), and open it.
4. Under Permissions, choose Grant admin consent for [your organization] and confirm.

If your organization registered the app itself, the same consent action may appear under App registrations → your app → API permissions → Grant admin consent.

Guest users in a tenant may hit different consent rules than members. If approval still fails, check with the administrator of the tenant where the user signs in.

If RoryPlans adds or changes Microsoft Graph permissions, users who connected Teams earlier may need to connect Teams again so Microsoft can issue a token that includes the new permissions.