How to Install Chime V5 as an Organization
For a more detailed write-up on installing Chime V5 for your organization check out our page that covers all of our Onboarding Technical Documentation
Who will be involved in the technical onboarding?
Azure AD/Entra Admin - Approve the use of Graph API permissions for Chime V5 web application.
Teams Admin - Approve Chime V5 Teams app for the organization, configure user group permissions, and optionally configure any theming or branding options.
If you are a Project Lead or coordinator, you may want to review this page covering the POC Roadmap before going further into this page.
What technical steps are needed to onboard Chime?
Step 1: Provide the Microsoft 365/Azure Tenant Id to allow the Chime V5 Teams app to route chats.
During the setup process, Instant will need the Tenant Id for your organization. Typically, we will get this from you in the initial set of questions for setting up a POC. The Tenant Id is required to stand up Chime V5 in order to route chats to your agents. Here is some Microsoft documentation on how to Find your Microsoft 365 tenant ID - Microsoft resource
Step 2: Azure Admin consents to the use of Graph API permission needed to enable Azure AD/Entra login for the Chime V5 web application. See Detailed Documentation >>
The next step involves configuring Azure AD/Entra authentication, which enables you to use your Office 365 account for authentication. This configuration is important for the Chime V5 Azure AD App registration, which has specific permissions:
[ email - Delegated ] [ openid - Delegated ] [ profile - Delegated ] [ User.Read - Delegated ]
Once the setup of your Chime Tenant is complete, your Azure Admin will need to go to the login page for Chime and will be prompted to consent on behalf of your organization. Once that is completed, Chime will be updated to use Office 365 authentication.
Step 3: Teams Admin approves Chime V5 Teams app for the organization. See Detailed Documentation >>
Once you have gone through the configuration process, a Teams Admin can make Chime V5 available for the group you want to test with. Depending on how your organization is set up, there are some settings in the Teams Admin Center that would need to updated.
Here is a general guide the Teams Admin could use to locate the settings for allowing the download of the Chime V5 app, for a more detailed walkthrough of this please follow this guide:
Step 4: Teams Admin installs Chime V5 app to users. See Detailed Documentation >>
Once you have finished going through this process, end users will be able to install it themselves. At this point you can either have it automatically installed for them, or allow users to install it themselves. If you would like to install it for users, follow this guide for instructions on How to have a Teams Admin push the Chime V5 app org-wide