Knowledge base Rise Up

Teams Settings & Integration Guide

  • Updated
Prerequisite: You need admin rights on Rise Up and (for Teams integration) admin access to your Microsoft Entra ID (Azure AD) tenant.

Key Benefits:

  1. Automated Presence Tracking — Save time and ensure compliance with automatic attendance for all session types.
  2. Flexible Signature Capture — Use electronic or printable sheets for legal archiving.
  3. Seamless Integration — Connect Teams and Zoom for reliable, real-time attendance records.

Step-by-Step: Setting Up a Teams Virtual Classroom

Integrating Microsoft Teams with Rise Up enables seamless virtual classroom sessions, leveraging Teams' robust communication tools. This guide will help you configure and manage virtual classrooms using Microsoft Teams within the Rise Up platform.

How to Manage Attendance Sheets in Rise Up

Manage, download, and sign attendance sheets for both physical and virtual sessions directly from Rise Up.
  • Open the session management area: Go to Menu > Course > Manage Classroom Sessions.
  • Choose your session: Click the next to your session and select Attendance sheet.
Settings: Physical & Virtual Classrooms
Admin settings for physical & virtual classrooms

Attendance Sheet Options and Signature Process

Options:
  • Download PDF — Download a blank sheet or one with collected signatures.
  • Collect Signatures — Learners and trainers can sign on the platform or on a printed sheet.
  • Keep legal records — Each sheet includes place, attendees, duration, date, and times.
To sign electronically: Click the pen icon, sign, and confirm.
Signature window example
Example of learner signature capture

How to Certify Attendance as an Admin

Before you start

  • The session must be assigned to you or your team.
  • Access the attendance sheet from the session management interface.
  1. Open the attendance sheet: In your session's menu, click Attendance sheet.
  2. Mark attendance: Select users, then click Set attendance to mark them present or absent.
  3. Ask learners to sign: Click Get Learners to sign — they will be prompted to sign electronically.
Manage attendance in session
Marking attendance as an admin

Collecting Signatures: Automatic and Manual Methods

Automatic Detection:
  • Select the half-day period
  • Launch automatic signature collection (learners sign on their platform)
  • Monitor signatures in real-time; refresh or send email links if needed
  • Click Finish and download the signed PDF
Manual Roll Call:
  • Select the half-day period
  • Send signature request emails to learners
  • Monitor responses and finalize the attendance sheet
Manual roll call
Admin view - monitoring attendance and roll call

Automatic Attendance for Teams & Zoom Virtual Meetings

For virtual sessions, enable Automatic attendance and time recording in Settings > Physical & Virtual classrooms. For Zoom, no extra setup is needed. For Teams, follow the steps below.
  1. How to Integrate Microsoft Teams: Admin Setup

    • Register a new Azure AD Application:
      • Go to Azure Portal > Entra ID > App registrations > New registration.
      • Enter a name (e.g. "Rise Up").
      • Client ID: Generated automatically.
      • Tenant ID (Id Locataire): Not random! Get it from Azure or whatismytenantid.com.
      Azure registration
    • Create a Client Secret:
      • Go to Certificates & secrets, add a description and duration (recommend one year).
      • Copy the value immediately and store it securely.
      Azure: Client Secret
    • Find your Object Id:
      • Go to Users > All users, copy the Object Id of your admin account.
      • Or use PowerShell:
        Get-AzureADUser -SearchString "your.email@domain.com" | Select ObjectId
    • Set Permissions:
      • In API permissions, Add a permission > Microsoft Graph > Application permissions.
      • Search for OnlineMeetingArtifact.Read.All and add it.
      • Grant admin consent for your org.
      Grant admin consent
    • PowerShell Policy Setup:
      • Connect to Teams:
        Connect-MicrosoftTeams
      • Create policy:
        New-CsApplicationAccessPolicy -Identity accessTeamsMeetings -AppIds "yourApplicationId" -Description "Access Policy to get user’s meetings attendance records"
      • Grant policy globally:
        Grant-CsApplicationAccessPolicy -PolicyName accessTeamsMeetings -Global
      • Troubleshooting:
        • Remove from user:
          Grant-CsApplicationAccessPolicy -Identity "userId" -PolicyName $null
        • See assigned policy:
          Get-CsUserPolicyAssignment -Identity "userId" -PolicyType ApplicationAccessPolicy | select -ExpandProperty PolicySource
        • Remove policy:
          Remove-CsApplicationAccessPolicy -Identity accessTeamsMeetings
    • Enter these in Rise Up admin:
        Go to your settings, then select the Physical and virtual classrooms menu, finally, choose the Virtual Class dropdown menu. Click on the option "Activate automatic attendance sheets and time recording" and enter the various IDs. Teams_activatescreenshots_uk.png
    • Bilingual Terminology Reference
      French English
      Id Client Client ID
      Id Locataire Tenant ID
      Object Id Object Id
      Autorisations d’application Application permissions
      Secret client Client secret
  2. No additional setup for Zoom is required.

Troubleshooting & Frequently Asked Questions

  • Problem: Learners not receiving signature emails.
    Solution: Check learner email addresses and resend from the platform.
    Problem: The signature popup does not appear.
    Solution: Refresh the page. If still missing, contact your admin.
    Problem: Teams integration not saving attendance.
    Solution: Ensure the app is registered and all IDs/secrets are correct. See steps above.
  • Can I print attendance sheets?
    Yes, you can print a blank sheet or one with collected signatures.
    Is virtual attendance legally valid?
    Yes, electronic signatures and tracked presence are valid and compliant for most training use cases.
    Can I use both physical and virtual attendance for a hybrid session?
    Yes, Rise Up allows you to combine signatures as needed.
  • For further help, submit a request:
    Rise Up Support Request

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