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Mastering Teamflect Deployment: Strategies for Enhancing Business Performance
Mastering Teamflect Deployment: Strategies for Enhancing Business Performance

A detailed guide to deploying Teamflect.

Livia avatar
Written by Livia
Updated over 4 months ago

Reading Time: 13 minutes


Welcome to our guide designed to streamline your Teamflect deployment! This unique step-by-step resource will ask you a series of questions to better understand your specific business needs and challenges. Based on your responses, we'll direct you to the most relevant strategies, tools, and best practices for implementing Teamflect effectively within your organization.


1. Which modules will you be using?

1. Full Utilization (Hard Launch)

If you plan to utilize all available modules, activate them for a comprehensive implementation. This approach ensures that all functionalities are accessible immediately, which is often termed a 'hard launch'.

2. Selective Utilization (Soft Launch)

For a more tailored experience, consider activating only certain modules initially. This method, known as a 'soft launch', helps avoid overwhelming your end users with too many options at once.

Note: Modules not in use can be deactivated, and adjustments can be made as needed via the Admin Center at https://admin.teamflect.com.

2. Is there a hard deadline for the modules to be utilized?

1. With a Fixed Deadline

If there's a specific deadline for project roll-out, it's crucial to coordinate with your Customer Success Manager (CSM) to ensure settings are optimized for your timeline. Your CSM's contact information and scheduling link can be found on the Home page of the Admin Center.

2. Without a Fixed Deadline

If the timeline is flexible, take the opportunity to internally discuss and set objectives, structures, and a deadline for module implementation. Following these internal alignments, a consultation with your CSM will help finalize the settings.

Sample Project Timeline

Find the full version of the Project Charter here.

3. Is Teamflect an "allowed app" in Microsoft Teams?

1. As an Allowed App

If Teamflect is an approved application in Microsoft Teams, users will be able to easily locate and use it within the Microsoft Teams Store.

2. If Not Yet Approved

Should Teamflect not be authorized, coordinate with your Microsoft administrators or IT department to enable access. This step is crucial to avoid access issues. Please share this resource with your IT team for them to grant access.

Suggestion: To facilitate easier access for your users and to increase adoption rate, your IT team can add/pin Teamflect to everyone's Microsoft Teams account left rail.

To learn more about how to do that, please see this resource here. You may share it with your IT team.

4. Where does the data (manager, department, office location, etc.) come from?

Will it be set up in Microsoft Entra ID (Azure AD) or Teamflect?

1. Using Microsoft Entra ID

To utilize Microsoft Entra ID (formerly Azure AD) for syncing employee data (such as manager, department, job title, etc.), verify that the information is current. It's advisable to check and update the data with your IT team as needed. Please double-check with your IT team that the data is up to date in Microsoft Entra ID, if not, share this resource with them.

Inconsistencies in data can hinder the functionality within Teamflect.

2. Managing Data in Teamflect

Alternatively, if you prefer to manage employee data directly within Teamflect, you can do so through the Admin Center. This allows for direct control over user attributes and data management right within Teamflect.

  • Here's a detailed resource about how to create and manage attributes in Teamflect.

  • Please keep in mind that if you choose to manage attributes manually in Teamflect, you may update all users' attributes in bulk by filling out a simple template.

5. Would you like Teamflect to auto-sync data with your MS 365 account?

1. Enabling Auto-Sync

To ensure that changes in your Microsoft 365 directory, such as updates to a manager, department, job title, and other employee details are reflected in Teamflect, enable the "auto-sync" setting. This feature, located in the "Active Users" section of your Admin Center, also automates the removal of users from Teamflect when their accounts are disabled in Microsoft 365, such as in cases of resignation.

Please keep in mind that this setting is not related to who can or cannot use Teamflect. This setting refers to the changes made in the Microsoft 365 directory to be synced with Teamflect. This may refer to the manager changes, department, job title changes, and more. Also, when a user's account is disabled in Microsoft 365, say they resigned, it'll also be automatically removed from Teamflect. No worries, their data won't be lost!

2. Disabling Auto-Sync

If you choose not to activate auto-sync, updates in Microsoft 365 will not automatically reflect in Teamflect. This means manual intervention will be required to ensure both systems are up-to-date (assigning managers to the employees manually, updating the department data manually, etc.). This setting does not impact the ability to access or use Teamflect; it purely governs data consistency across your software platforms.

6. Are there any additional relationship structures besides the default manager/direct report in MS 365?

1. Utilizing Focus People for Non-standard Relationships

If your organization engages in specialized initiatives such as internship programs, mentorship schemes, or buddy initiatives that go beyond the standard Manager and Direct Report relationships in Microsoft 365, Teamflect’s "Focus People" feature can be particularly beneficial.

This functionality allows for the creation of customized relationships—such as indirect managers, supervisors, mentees, collaborators, and more. To leverage this:

  • Customize Relationship Types: Modify and personalize the terminology used for different relationship types in the "Types" section of your Admin Center.

  • Define Specific Relationships: Establish and manage these unique connections in the "Relationships" section,

    linking individuals to their respective non-standard supervisors, dotted-line managers, mentors, etc.

2. Disabling Non-essential Relationship Tags

If these additional relationship types are not needed, you can opt to disable them in the ''Types'' sub-section of the Focus People section.

This simplification helps maintain clarity by using only the Manager/Direct Report structure initially fetched from your Microsoft 365 directory, ensuring it remains clean and focused on the essential hierarchical relationships.

Here's how to implement a mentorship program in Teamflect:

7. Does Teamflect have admin consent in Microsoft Azure/Entra ID?

Required for deploying reviews, surveys, and 360-degree feedback centrally.

1. With Admin Consent

If Teamflect has already been granted admin consent in Microsoft Azure or Entra ID, you are all set. This authorization ensures that Teamflect can operate smoothly and fully integrate functionalities such as deploying reviews, surveys, 360-degree feedback, and fully utilizing the goals module.

2. Without Admin Consent

If admin consent has not yet been obtained, it is crucial to address this to enable the full spectrum of features in Teamflect. Please contact your Microsoft Administrator or IT team to request the necessary permissions. This step will allow Teamflect to deploy reviews, manage surveys, orchestrate feedback cycles, and fully utilize the goals module across your organization.

If you are not sure whether the ''admin consent'' has been granted or not, simply visit one of the Modules in the Admin Center. If you're seeing the error marked below, please share this resource with your IT.

Email Template for Requesting Admin Consent from IT

Subject: Request for Admin Consent for Teamflect Features

Hi {{name}}, 👋

I hope this message finds you well. It seems that Teamflect does not currently have the necessary admin consent granted, which may be affecting our ability to fully utilize its features. Please follow the steps outlined here and grant admin consent to Teamflect. 🙏

Key Reasons Teamflect Requires Administrator Consent:

  • Access to Office 365 Data: Teamflect needs access to data within Office 365 to display the company directory and provide users with the most relevant information. This access is crucial for offering a seamless experience to your team.

  • Centralized Deployment of Reviews, Surveys, and 360-feedback Cycles: Administrator consent allows Teamflect administrators to centrally deploy reviews to all company employees. This streamlined process ensures efficient management and implementation of performance reviews across the organization.

  • Associating Goals with Specific Microsoft Teams Channels: This best practice for project management also requires administrative consent.

By granting administrator consent, we not only facilitate a smoother onboarding experience for our users but also empower our Teamflect administrators to efficiently manage and deploy reviews company-wide.

If you have any further questions or need additional assistance, please feel free to reach out. We're here to support you. 😊

Best regards,

8. Will everyone in the company use Teamflect?

When managing Teamflect access across your organization, deciding on the right license management model is crucial for ensuring that only authorized personnel can use the platform.

1. Universal Use (Automatic License Management)

If Teamflect is to be used by anyone in your company, opt for the "Automatic" license management model. This setting, found in the "Active Users" section of your Admin Center, allows all employees to install and log into Teamflect using available licenses automatically.

Additional Control for Automatic (Anyone) Model: Even within the automatic license management model, you can exclude certain users by creating a block list. This allows you to prevent specific individuals from using Teamflect while keeping the broader access settings.

2. Selective Use (Manual License Management)

For more control over who can use Teamflect, such as restricting access to specific groups or departments, switch to the "Manual" license management model. Here, you can upload a list of "allowed users" to ensure only authorized personnel have access.

3. Using Microsoft Security Groups

Additionally, you can configure Teamflect to only allow users within a selected Microsoft Security Group to log in. This option is managed through the Microsoft Entra ID, which enables you to specify a security group from a dropdown menu, further enhancing control over access.

If you cannot select the ''Manual'' or ''Users in selected Microsoft 365/security group'' options, please share this resource with your IT.

For a detailed guide on setting up the license management model in Teamflect, you can refer to the Teamflect help article.

9. How will you invite users to the platform?

Teamflect offers multiple methods to invite users, however, this may cater to various administrative preferences and requirements:

1. During an Internal Team Meeting

  • Task: Schedule a meeting to demonstrate how to log into Teamflect, ensuring everyone understands the process.

2. Via Email Announcement

3. Communication via a Teams Channel (Invite by link)

  • Task: Create a dedicated Teams channel for selected Teamflect users and share the platform link there.

4. Direct Email Invitation through Teamflect

  • Task: Use the 'Invite Users' function in the Active Users section of Teamflect's Admin Center to send direct email invitations.

For detailed steps and additional options on how to invite users, you can check this help article.

10. Will you identify and keep track of your users' competencies and job titles associated with them?

Utilizing the Career Module

If you aim to monitor and manage your users' competencies and job titles effectively, consider using the Career module available in the Admin Center of Teamflect.

This module facilitates:

  • Tracking competency levels, potential next roles, and setting expectations.

  • Defining salary ranges and employment types.

  • Using AI to outline role descriptions and key responsibilities.

  • Featuring "scan my organization" to automatically associate competencies with corresponding job roles and titles.

  • Conducting competency-based performance evaluations.

For detailed steps on how to customize this module, please see the help article here.

11. Do you plan on having some guidelines related to the utilized modules?

1. Enabling the ''Resources'' Section

If you plan to attach SharePoint links or documents to specific modules, such as guidelines for review periods or goal-setting, enable the "Resources" section in the admin center.

This feature allows you to add and manage resources like files or links that are tailored to your company's needs and structures.

2. Steps to Add Resources

  1. Navigate to the "Resources" section and enable it.

  2. Add new resources by selecting the module and type (link or file).

  3. Provide a descriptive title and adjust visibility settings based on your audience (everyone, people managers, individual contributors).

  4. Review and save to ensure the resource is correctly added.

3. Disabling the Resources Section

If you do not require guidelines or additional resources, you can choose not to set up the Resources section.

For detailed instructions on how to add resources to your modules in Teamflect, please refer to the Teamflect help article.

12. What are your plans for end-user training sessions?

Will you manage it internally, or would you like your CSM to walk them through the platform?

1. Internally Managed Training

If managing training internally, focus on conveying the platform's overall value, guiding users through navigation, adjusting notification settings, and explaining specific module settings. Tailor the training to your organization's unique requirements and timeline. Prepare both written and visual materials to aid in learning, and utilize resources from Teamflect's Help Center for additional support.

2. CSM-Led Training

Opt for a session led by your Customer Success Manager (CSM), who will provide a training agenda that you can together customize to meet your specific needs. You can schedule end-user training sessions with your CSM at any time. For your CSM's contact information and calendar link, please visit the 'Home' page in the Admin Center.

14. Do you have a pre-defined data protection officer?

1. If a Data Protection Officer is Already Designated

Enter their email address in the Security section of the admin center to ensure they receive all data-related incident notifications directly.

2. If Not Designated

You can appoint a person to act as your Data Protection Officer. Once designated, enter their email in the Security section of the admin center for instant notifications regarding data-related incidents. This ensures compliance and prompt response to any data protection issues.


Thank you for using our guide to optimize your Teamflect deployment! We hope you found the insights and step-by-step recommendations helpful for integrating Teamflect into your organization effectively. Remember, the journey to full optimization is continuous and evolving. As your business grows and changes, Teamflect is here to support you with adaptable solutions and ongoing enhancements.

Should you have any further questions or need additional support, our dedicated customer support team is just a click away at [email protected]. Don't hesitate to reach out, and continue exploring more resources and tips to maximize your results at help.teamflect.com.

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