Teams Admin Center – Add VisPlan

Steps Covered

1. Approve and grant the VisPlan app permissions
2. Create a Permission Policy and assign users
3. Create a Setup Policy and assign users
4. Create a Plan as a User to see that everything works

Step-by-Step Guide

1. Approve and Grant Permissions for the VisPlan App

1. Log in to the Teams admin center by visiting admin.teams.microsoft.com.
2. Navigate to ‘Teams apps’ in the left-hand menu and select ‘Manage apps’.
3. Search for ‘VisPlan’ in the app list, and click on VisPlan.
4. If your Microsoft 365 environment’s default configuration allows all apps, you may not need to manually allow it. Otherwise, click ‘Allow’ to approve it. This ensures the app is available for use within your organization.
5. Grant the necessary permissions:
   • When you grant admin consent, all necessary permissions for VisPlan are approved.
   • These permissions are delegated, meaning they are used on behalf of the user, so VisPlan does not have any standalone permissions, and the user cannot access any information they didn’t already have access to.
   • VisPlan does not store any plan data on our servers; all input data is stored in your own 365 environment and is never shared with us.
   • For more details on why these permissions are needed, please refer to our knowledge base article on permissions.

2. Create a Permission Policy and Assign Users

1. Go to ‘Teams apps’ and select ‘Permission policies’. Permission policies control which apps are available for users.
2. Click on ‘Add’ to create a new policy. Give your policy a name and description. For example, ‘VisPlan Permission’.
3. Under ‘Third-party apps’, select “Allow specific apps and block all others”, click “Allow apps”.
4. Search for ‘VisPlan’ on the right side, select VisPlan, and click ‘Allow’.
5. Save the policy.
6. Assign this new policy to the users who need access to the app:
   • Select the ‘VisPlan Permission’ policy and click ‘Manage users’, then select ‘Assign users’ in the menu bar.
   • On the right side, search and add the users. 
   • When done, click ‘Apply’ and confirm the message.

3. Create a Setup Policy and Assign Users

This step is optional, but it can make it easier for users to navigate and see all VisPlan plans they have access to.

Setup policies automatically add apps for users and pin them, making them easily accessible. 

1. Go to ‘Teams apps’ and select ‘Setup policies’. 
2. Click on ‘Add’ to create a new policy. Give your policy a name and description. For example, ‘VisPlan Setup’.
3. Under ‘Installed apps’, click ‘Add apps’ and on the right-hand side search for ‘VisPlan’, select, and click Add.
4. Under ‘Pinned apps’, click ‘Add apps’ and on the right-hand side search for ‘VisPlan’, select, and click Add. Reorder if desired.
5. Save the policy.
6. Assign this Setup Policy to the same users as with the Permission Policy:
   • Select the ‘VisPlan Setup Policy’, in the menu, select Manage Users – Assign Users.
   • Add the Users.
   • When done, click “Apply” and “Confirm” the message. 

4. Test Creating a Plan as a User

Log in as one of the users assigned to the VisPlan policy in Teams to see how it looks.

1. Open Microsoft Teams with the user’s account.
2. You can see the VisPlan app pinned in the sidebar. In this view, the user can easily access all VisPlan plans they have access to, but of course the first time there might be none created yet.
3. To create a new plan:
   • Click on ‘Add a new Plan’, then click on Open.
   • Select a channel, then click ‘Go’.
   • Follow the prompts to create a new plan.
4. You will get into the plan in Edit mode. Exit the Edit mode.
5. Click the VisPlan icon on the left to go back to the overview.
6. You will now see that you have one plan and can quickly access it again by clicking on it.

For more information on managing apps in Microsoft Teams, visit Microsoft Learn.
Manage your apps in the Microsoft Teams admin center – Microsoft Teams | Microsoft Learn