Go to Acrobat for Microsoft Teams and log in using your admin credentials.
Last updated on
Sep 10, 2024
If your organization has an active Adobe subscription, you can customize the Acrobat experience in Microsoft Teams, SharePoint, and OneDrive through the Admin configuration portal.
You have the following options:
- Disable paid features for users who are free or not signed in.
- Mandate sign-in using the email address associated with your Microsoft account.
- Enforce sign-in with a Company or School account instead of a personal one.
- Remove social login choices.
- Eliminate the ‘Create an account’ option on the sign-in page.
- Disable the Acrobat welcome bot notification. (Microsoft Teams only)
- Provide entry points to your organization’s internal software licensing portal.
You can also:
Note:
If your organization has an ETLA or EVIP subscription with Adobe, you can customize GenAI touchpoints and choose whether to receive notifications when transcripts are available.
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Select the profile icon in the upper-right corner and then select Admin settings.
Alternatively, go to the Admin configuration portal directly.
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Sign in using your Adobe admin credentials when prompted.
Note:If you’re an organization's Microsoft 365 or Microsoft Teams admin, select Sign in as Microsoft admin to access the admin portal.
Any updates made in the Admin portal will automatically apply to Acrobat across Microsoft Teams, Outlook, OneDrive, SharePoint, and the Microsoft 365 app for all users.
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Go to your SharePoint or OneDrive account and log in using your admin credentials.
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Open a document in Acrobat.
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Select the profile icon in the upper-right corner and then select Admin settings.
To customize Acrobat experience in SharePoint and OneDrive, go to the admin settings and set your preferences. To customize Acrobat experience in SharePoint and OneDrive, go to the admin settings and set your preferences. Alternatively, go to the Admin configuration portal directly.
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Sign in using your Adobe admin credentials when prompted.
Note:Any updates made in the Admin portal will automatically apply to Acrobat across Microsoft Teams, Outlook, OneDrive, SharePoint, and the Microsoft 365 app for all users.
If you aren't the admin of the Microsoft 365 or Microsoft Teams admin of the organization, you must obtain consent from the Microsoft admin for configuration changes.
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Select Sign in and request access and sign in with your Microsoft 365 credentials.
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Select Create request link, then select Copy link.
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Send the copied link to your Microsoft 365 or Teams admin.
Note:If the shared link expires, create a new link from the Admin settings page and reshare. For more information, see steps to follow if the request link expires.
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When the Microsoft 365 or Teams admin must open the link and then select Authorize access.
Note:If the Microsoft Teams admin doesn't have the rights to authorize Adobe Admin's access, the following error appears: Need admin approval
To resolve this, you can:
- Send the Link for Approval: Forward the authorization link to your organization's Microsoft 365 or Teams Global admin for approval.
- Adjust Admin Account Settings: The Global admin can modify the Microsoft 365 or Teams admin account settings to grant authorization access. For more details, refer to the User and admin consent in Microsoft Entra ID.
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Upon authorization, go to the Admin configuration page to sign in and set your preferences.
If the link has expired, the Microsoft 365 or Teams admin will view a Request link expired dialog box.
You’ll have to re-create the request link by going to the Adobe Acrobat integration settings page and select Create request link. A new link is created which you can send to the Microsoft 365 or Teams admin.
Acrobat for Microsoft Teams and Acrobat for SharePoint OneDrive allows you to change the following settings:
- Disable paid tools
- Allow unified sign-in for all users
- Allow unified sign-in with company or school account
- Hide social login options
- Prevent users from creating an account from the sign-in screen
- Suppress welcome bot notification (Microsoft Teams only)
- Add a custom link to the company’s internal licensing portal
- Customize GenAI touchpoints for anonymous and free users
- Choose if the Bot notifies users when a transcript is ready (Microsoft Teams only)
When you turn on the 'Disable paid tools' setting, the paid tools are greyed out in the Acrobat viewer for Microsoft Teams, SharePoint, or OneDrive for non-signed-in and free users. Acrobat Home page also doesn't display the paid tools.
If the setting is turned off, all users, regardless of sign-in status or account type, will see paid tools. Non-signed-in users are asked to log in, while free account users are prompted to seek paid tool access from the organization admin.
When you enable the Require users to sign in with the same email address used to sign into Microsoft option, the email address used for signing into Microsoft automatically populates and locks for editing in the sign-in screen when a non-signed-in user selects Sign in. This ensures users can’t sign in to Acrobat for Microsoft integrations using personal credentials.
When you enable this setting, users with an email ID linked to both personal and work/school accounts must always sign in with their work/school account, as the personal account option becomes unavailable.
When you enable the Hide social login options setting, the sign-in with Google, Facebook, Apple, or Microsoft don't appear during the sign-in process.
With this setting enabled, users won’t have the Create an account option visible to them on the sign-in window.
Currently, the Acrobat bot automatically sends a chat message to end users upon the installation of the Acrobat app. You can turn off this message by enabling the 'Suppress welcome not notification' setting.
You can guide your free users to apply for a paid Acrobat license through your organization's established process. You can add the 'Request a license' link to your internal licensing portal at the following places in Acrobat:
For non-signed-in users:
- Under the Tools tab in the Acrobat PDF viewer
- In the Acrobat Home tab
For free signed-in users:
- In the Tools pane of the Acrobat viewer
- In the Acrobat Home tab
Note:
If a free user selects a paid tool, they get a message saying that their plan doesn't support premium tools and a link to Request a license.
You can enable or disable the GenAI touchpoints for non-signed-in users and those without GenAI entitlements. When disabled, the Generative Summary and AI Assistant touchpoints are greyed out and the feature is inaccessible for these users in the Acrobat viewer.
You can choose whether the Acrobat bot sends notifications to your users when a transcript is available. When the Disable meeting transcript notification toggle is turned off, the meeting organizer will receive a message from the Acrobat app at the end of their scheduled recorded meeting. Users can easily generate a meeting summary by selecting any of the provided questions. To use this feature, users should ensure that notifications for the Acrobat for Microsoft Teams app are enabled. If GenAI touchpoints are disabled, but this feature is enabled, the notification will only be sent to users with access to GenAI.
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