Customer portal
The customer portal at teamsdashboard.com/en/portal is the administration interface for your organization. Everything TeamsDashboard sets up for you is managed there by you – no ticket, no waiting.
Who manages the portal? The admins of your organization. The first person who signs in with their Microsoft 365 account becomes an admin; other people request access (→ Admins and access requests). Global Administrators and Teams Administrators always have access. Microsoft confirms at every sign-in that the account belongs to your organization; people from other organizations never get in. Employees do not need the portal to see presence: they use the app at teamsdashboard.com/app/.
First visit: activate
After the Microsoft consent (→ Admin onboarding) open the portal. Your sign-in activates your organization's access – for a trial, the 14 days start now. The portal takes you straight to the Contract tab:
- Sign the data processing agreement (DPA, Art. 28 GDPR): enter the legal name and the registered address of your company, expand the contract text if you wish, tick the confirmation, click Accept DPA. Duration: about a minute. The contract text is the legally binding German version; an English courtesy translation is available at /en/dpa.
- The acceptance is recorded bound to version and hash. The contract document is then available as a PDF in the portal; a confirmation with an evidence link goes to the contract contact address and to the person who accepted.
- The DPA notes in the portal and at the bottom of the app disappear.
The dashboard also runs while the DPA is still open – the portal and the app only remind you, and the contact address receives up to three reminders. If the contract text ever changes, the portal asks for a new acceptance.
The tabs at a glance
| Tab | What you do there |
|---|---|
| Groups | Control visibility: the whole organization, one Microsoft 365 group for access and display, or separate groups (who may use the app, who is displayed). You pick groups by searching your directory. |
| Teams app | Download the ready-made app package for Microsoft Teams – already set to your organization. → Deploy the Teams app |
| Branding | Title, login title, subtitle, accent colors, logos, and font – with a live preview. Plus your branded dashboard link for the browser. |
| Billing | License status, upgrade the trial, payment method, invoices, user count, and cancellation. → Trial, purchase, and cancellation |
| Contract | DPA status, contract PDF, evidence, terms. |
| Access | Admins of your organization, approve or decline open access requests, remove people. |
Admins and access requests
Admins manage the customer portal. All admins see who is an admin in the Access tab.
- First sign-in: the first person in your organization who signs in to the portal becomes an admin. After a purchase or starting a trial, that is usually you, because you are taken straight to the portal.
- Microsoft admin roles: Global Administrators and Teams Administrators are always admins, even if there already are admins. This way your IT can take over at any time, for example when an admin has left the company. With Privileged Identity Management (PIM), activate the role first and then sign in again. Anyone who got in this way stays an admin until another admin removes them.
- Other people see who manages the portal for your organization instead of the tabs, plus a Request access button. The admins receive an email and decide in the Access tab. The requester learns the decision by email.
- Declining is final until an admin allows the person after all under “Declined” or deletes the entry; a declined person cannot request again.
- Removing: admins remove other people in the Access tab, but not themselves. If the removed address is also your contract contact, change it under Billing.
Nothing changes for the app itself: all employees use the dashboard as usual, even without portal access.
Visibility groups
By default every signed-in person sees the whole organization. For larger or more strictly regulated organizations this can be restricted:
- Access group – only members may use TeamsDashboard at all.
- Visibility group – only members are displayed.
Both can be the same group or configured separately. Evaluation is done by Microsoft Graph via
the GroupMember.Read.All permission you granted during onboarding. Changes take effect the next
time the app is loaded.
Branding
Your organization's identifier (derived from the company name) is created automatically on the first portal visit. From then on you adjust the look. Next to the fields (below them on small screens), a preview instantly shows what the sign-in page and the dashboard look like – switchable between light and dark as well as German and English. The element you are editing is highlighted there.
| Setting | Where it appears |
|---|---|
| Title | Top left in the header (in capital letters) and in the browser tab. The large heading always shows “T-Dashboard”. |
| Login title | Heading on the sign-in page. |
| Welcome subtitle | Small text below the sign-in heading; hidden when empty. |
| English texts (optional) | The same places for employees who use the app in English; when empty, the German text appears. |
| Accent color (light / dark) | Sign-in button and certain focus outlines. Backgrounds and status colors stay unchanged. The dark color only takes effect together with the light one. |
| Header logo | Small, top left next to the title and below the sign-in card. Hidden in Teams. |
| Login logo | Large, above the sign-in heading. |
| Font | The app's texts except the title at the top left. A set of vetted typefaces; the default is Inter. |
Texts, colors, and the font choice are a draft at first: you see them right away in the preview and apply them with Save. Uploads (logos, corporate font) and removing the corporate font take effect immediately. You upload logos as PNG, JPG, or WebP up to 512 KiB – SVG is not possible because SVG files can contain active content. Without a light accent color, the default color applies. An empty dark accent color uses the light color.
The tab shows your branded dashboard link in the form
https://teamsdashboard.com/app/?tenant=<identifier>. Share this link with your employees; in
Microsoft Teams the branding is applied automatically through the Teams package. TeamsDashboard
serves all fonts itself – external font services such as Google Fonts are not loaded, for privacy
reasons.
Enterprise: your own licensed corporate font (WOFF2 upload in the branding tab), an annual contract by invoice, and a personal contact. Colors, logo, titles, and the branded entry point are already included in the standard plan. → Pricing.
When the license has expired
The portal remains accessible. You see a notice with the expiry date and get to Billing with one click: trials upgrade there directly, invoice customers submit a renewal request, subscription customers maintain their payment details. The configuration tabs are locked until renewal; your settings are preserved.
Frequently asked questions
Can a second person access the portal? Yes – they sign in and request access; an admin approves the request in the Access tab. We confirm important changes (DPA signed, subscription cancelled) by email to the contract contact address; a cancellation can be undone in the portal until the end of the billing period.
Our only admin has left the company. A person with the Global Administrator or Teams Administrator role signs in to the portal, is an admin as a result, and removes the old entry in the Access tab.
I see “No access to the customer portal”. Your organization has not been set up yet (start a trial at teamsdashboard.com/en/trial) or its access is suspended – please get in touch.
How do I get the contract document? Tab Contract, button Contract document (PDF). There you also find the evidence of earlier acceptances – even after the contract has ended.
Can I link directly to a tab? Yes: teamsdashboard.com/en/portal#abrechnung opens billing
right after sign-in (likewise #gruppen for groups, #teams, #branding, #vertrag for the
contract, #zugaenge for access).