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Getting started with the Team Members app

Add the app for your organization

  1. Find the Cloudwell Team Members app in the SharePoint Store or find us in Microsoft App Source.
  2. In the SharePoint admin center, click Advanced > API access in the left navigation. Select each of the pending requests from the Cloudwell Team Members package and click Approve.

Make the app available in Microsoft Teams

To make your web part available in Microsoft Teams, you’ll have to synchronize your solution with teams.

  1. Select the app in the SharePoint tenant App Catalog and select the Sync to Teams button in the ribbon on the Files tab.
  2. Confirm that you can see the status message in the top-right corner.
  3. Move to the Microsoft Teams side and check the App Catalog status by selecting Apps from the left navigation.
  4. Wait until your tenant-specific apps selection is visible:
  5. Confirm that you can see the Team Members app in the Teams app catalog.

Add the app to a SharePoint page

  1. Go to the page where you want to add the app.
  2. Click edit at the top right of the page.
  3. Hover your mouse above or below an existing web part and you’ll see a line with a circled +.
  4. Click + and you’ll see a list of web parts to choose from. To easily find the Team Members web part, start typing in the Search box and then select Team Members in the search results.

Add the app to a Teams channel tab

  1. Select a channel in a team where you want to add the app.
  2. Select + to add a new tab on the channel.
  3. Find the Team Members app in the list. If needed, you can use the search capability to find the app.
  4. Select Add to confirm the tab to be selected.
  5. Select Save to confirm the tab to be installed on the channel.

Configure the app

  1. The app uses the native settings dialogs in SharePoint and Teams to configure the app.
    • To edit the settings in SharePoint, while in edit mode on a page, select the Edit web part icon on the Team Members web part.
    • To edit the settings in Teams, select the dropdown of the Team Members tab you would like to edit and click settings.
  2. The Settings panel will become visible on the right side of the screen.

Data source settings

The Data source settings allow a user to define the sources of users to aggregate and display in view.

People

The People setting allows a user to define individual users from Azure Active Directory. Type a minimum of three characters to start adding a user and select them from the list. To remove a user, select the X to the right of their name.

SharePoint groups

The SharePoint groups setting allows a user to select SharePoint groups from the current site and list the individual members of that group. Type a minimum of three characters to start adding a group and select it from the list. To remove a group, select the X to the right of the group name.

Microsoft groups

The Microsoft groups setting allows a user to select Microsoft 365 groups, Teams, and Security groups from Azure Active Directory and list the individual members of the groups. Type a a character to start adding groups and select it from the list. To remove a group, select the X to the right of the group name.

Departments

The Department setting allows a user to select from a list of departments defined in the Department property of users in Azure Active Directory. Users of those departments will be listed in the app.

Display settings

Persona size

The Persona size setting allows a user to define size of the persona card displayed in the app for users. Department is displayed on XL and larger sizes. The default setting is Medium.

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Sort by

The Sort by setting allows a user to configure the property to sort the users by. The default setting is First name. Additionally, you can select Last name and Manager.

Order by

The Order by setting allows a user to toggle the order in which users are listed. The default setting is Descending.

Page size

The Page size setting allows a user to set the maximum number of users to load in sets of pages. The default setting is 5.

Primary color

The Primary color setting allows a user to define the color of the text displaying the user’s name. The default value is #323130.

Secondary color

The Secondary color setting allows a user to define the color of the text displaying the user’s job title. The default value is #605e5c.

Tertiary color

The Tertiary color setting allows a user to define the color of the text displaying the user’s department. This color setting is only used on XL, XXL, and Jumbo persona sizes. The default value is #605e5c.

Background color

The Background color setting allows a user to define the color of the background for the user persona. The default value is transparent.

Border color

The Border color setting allows a user to define the color of the border for the user persona. The default value is #edebe9.

Upgrade the app

Upgrading to the most recent version of the app is simple.

  1. In your organizations App Catalog, find the app and select the checkbox on the left.
  2. In the Files ribbon, select Upgrade Store App.
  3. Once updated, you will notice the updated App Version number in the app catalog. Additionally, you can view the app version in the web part settings panel on a SharePoint page.

Uninstall the app

  1. Go to your tenant’s SharePoint App Catalog and click the “Apps for SharePoint” link in the quick launch navigation.
  2. Select “Team Members” in the list of apps and click delete from the menu.
  3. In Microsoft Teams, select Apps in the app bar, then navigate to “Built for your org”, find the app, click the ellipsis, and then Delete.

     

Limitations and Known Issues

None at this time.

Release Notes

You can find the latest release notes and build version information here.