Teams portal app
If you primarily use Jira Service Management, consider embedding your Jira Service Management (JSM) customer portal directly within Microsoft Teams. This integration allows your customers to easily raise new requests without having to leave the Microsoft Teams environment.
First, activate our Teams feature by following the instructions provided in the Getting Started guide. After that, proceed to install the Teams portal app within Microsoft Teams. The installation process is straightforward and can be completed in just a few steps by adhering to the instructions available in the admin settings.
Authentication caveats: SSO, reverse proxy and cookie system customizations
If your system is using non-standard SSO configuration, reverse proxy authentication or customized cookies, the customer portal app might not be able to authenticate users smoothly. The app relies on making the standard Jira session cookie available to the session inside the Teams app view. If this cookie is non-standard, has a customized name or is set by anything other than the Jira-native login flow, authentication will not work.
Install Teams portal app
Who is in charge
The table below provides an overview of admin responsibilities and actions to set-up the Teams portal app for your team.
Step | Responsibility | Action |
|---|---|---|
1 | JIRA ADMIN | Sets-up the customer portal in Jira. |
2 | JIRA ADMIN | Downloads the custom app (.zip file). |
3 | MS TEAMS ADMIN | Deploys the Teams portal app in Microsoft Teams / upload .zip file. |
Installation guide
If you’re not a Jira admin but a team owner, you can follow this link to directly start the installation in MS Teams: Install Smart Connect in MS Teams 🚀
If you’re running into issues installing the Teams app in Microsoft Teams, please check out the deployment guidelines here: Deployment Microsoft Teams app.
Prerequisites
All of our apps deeply integrate with Microsoft 365, which is a cloud only solution.
To install our Teams app for Jira Data Center, several prerequisites must be fulfilled:
☑️ Jira instance needs to be publicly accessible from the internet
☑️ Recommended: Jira is accessible via SSL/TLS (https://…)
Please note: explore the connection settings page for essential prerequisites and initial configuration details!
In case you are looking for the feature comparison with Jira Cloud, please check out the dedicated comparison.
Set-up Teams portal app
The demo below shows you how to install and deploy the Teams portal app for your team, starting from the Jira admin settings and finishing in Microsoft Teams.
Ensure that you have your Jira and Microsoft Teams administrators available as they need to configure and deploy the app in the first place.
The video illustrates the setup process for Jira Cloud. The only difference from Jira Data Center is that customer portal settings are not available.
In case you want to learn more about general concepts of apps in Microsoft Teams, we recommend reading the official Microsoft documentation.
Please note: If you are a Microsoft Teams admin, but not an active Teams user, the app icon might not display correctly.
Benefits
After installing the portal in your MS Teams, you will be able to use JSM features right in Microsoft Teams e.g. raising support tickets from MS Teams (see below screenshot).
✅ You can now do the following in Microsoft Teams:
Leave Jira comments in your ticket
✅ You can do the following in Jira:
Reach out to customers from Jira via Microsoft Teams chat
(this feature does not require the installation of our Smart Connect app)
Information & requirements
The installation of our Smart Connect for Jira app is not a prerequisite for the Teams portal app!
The Teams portal app is only required to use JSM features in Microsoft Teams.
The Teams portal bot can only be installed in one customer portal in Microsoft Teams.
Forms
With the latest version of Microsoft 365 for Jira, Forms are fully supported in your Teams portal app in Microsoft Teams.
Customer portal in Outlook
If you’re using your customer portal in Microsoft Teams, you’re also able to use your customer portal in Outlook.