Managing your Identity and Access

Whether it is a client application like a web or mobile app or a web API that backs a client app, the Microsoft identity platform performs identity and access management only for registered applications. Registering your application establishes a trust relationship between your app and the identity provider, the Microsoft identity platform.

Registering your Application

To register your application, follow these steps:

  1. Log in as the Administrator to your CxEngage AD Tenant.

  2. Select App registrations.

  3. Click New Registration.

  4. On the Register an application page, provide the name of the application. For example: "CxEngage-teams-integrations-app."

  5. Under Supported account types, select Single tenant only - <your tenant>. Where <your tenant> is the name of your new tenant. In the example, it is CxEngage AD Tenant.

Important: Leave all fields blank under Redirect URI.

  1. Click the Register button to complete your app registration.

Your new application is registered and a newly created application screen displays.

Be sure to note the Application ID (Client ID) of your new application listed on the Overview page. You will need it when you create the Microsoft Teams integration in CxEngage.

Configuring API Permissions

You must now configure the API application permissions.

  1. Log in as the Administrator to your CxEngage AD Tenant.

  2. Select App registrations and select the application you created.

  3. Select API permissions.

  1. Click Add a permission.

  2. On the Request API permissions panel, select Microsoft Graph.

  3. Under What type of permissions does your application require?, select Application permissions.

  4. Under Select permissions, expand each section and check all the boxes.
    Note: See the API Permissions List for a list of Application permissions.

  5. Click the Add Permissions button to complete the process.

Creating the Client Secret

Once the API Application permissions are configured you must generate the application secret.

  1. In the tenant you created, select App registrations.

  2. Select the application you created.

  3. Under Manage, select Certificates & secrets.

  4. Under Client Secrets, click New client secret.

Graphic of the Client Secrets List

  1. Add a Description for your client secret, such as MS Teams CxEngage integration secret.

  2. From the Expires drop-down, select Custom.

  3. For the Start date, choose the current day.

  4. For the End date, choose the current day + 1 year.

  5. Click the Add button to save your secret. Your secret is added to the Client secrets list.

  6. Immediately, click the Copy button for the secret and save it to an accessible location.

Warning: The secret value is visible only once on this page! Immediately copy the secret and save it. You must enter the secret value while creating the integration in CxEngage.