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Install Morgan by Go1 in Microsoft Teams

Set up the Morgan by Go1 assistant in Microsoft Teams for your organization.

Updated today

Install and configure the Morgan by Go1™ assistant in Microsoft Teams so your team members can access learning in the flow of work. This guide walks IT administrators through each step.

Who this guide is for

This guide is for IT administrators responsible for installing apps in Microsoft Teams and granting the permissions the Morgan assistant needs to run in your organization.

Installation involves three steps, which may require different people in your organization depending on how your access is configured:

Step

Action

Required role

1

Install the app

Teams user or Teams admin

2

Grant permissions

Azure Global Admin or Application Admin

3

Connect Go1

Go1 Portal Admin

Prerequisites

Make sure you have:

  • A Microsoft 365 tenant with Microsoft Teams enabled

  • Access to Microsoft Entra ID (formerly Azure Active Directory)

  • One of the following admin roles: Global Administrator or Application Administrator

  • An active Go1 subscription

  • Go1 Portal Admin access (required to complete the final connection step)

Important: You will need both Microsoft workspace admin rights and Go1 portal admin access to complete this installation. If you don't have these permissions, contact the appropriate person in your IT and HR departments.

Step 1: Install the Morgan by Go1 app from the Teams app store

  1. Open Microsoft Teams

  1. Select Apps in the left-hand sidebar

  1. Search for Morgan by Go1

  1. Select the Morgan app published by Go1

  1. Select Add

Once installed, the Morgan app will be accessible via your Teams sidebar. Opening it will display a setup prompt.

Note: If your organization restricts third-party apps, a Teams administrator must first approve the Morgan app via the Teams Admin Center under Teams apps → Manage apps.

Step 2: Grant Microsoft Graph API permissions

The Morgan assistant requires read-only access to Microsoft Graph so it can identify users within your organization and match them to Go1 learning profiles.

Why these permissions are required

These permissions allow the Morgan assistant to:

  • Identify users in your Microsoft tenant

  • Match Teams users to Go1 accounts

  • Deliver personalized learning content within Teams

What the Morgan assistant does not do

The Morgan assistant uses the Microsoft Graph API with read-only permissions only. It does not:

  • Modify user data

  • Access emails, files, or messages

  • Store Microsoft data outside secure Go1 systems

All access is governed by Microsoft's consent and security framework.

Required permissions **add descriptor of why**

Permission

Type

Description

Admin consent required

Chat.Create

Application

Create chats

Yes

Chat.ReadWrite.All

Application

Read and write all chat messages

Yes

Profile

Delegated

View user's basic profile

No

User.Read.All

Delegated

Read all users' full profiles

Yes

User.Read.All

Application

Read all users' full profiles

Yes

Option A: Grant consent via Microsoft Teams (recommended)

This is the simplest method.

  1. Open the Morgan app in Teams

  2. On the welcome screen, select Approve Permissions

  3. You will be redirected to the Microsoft consent screen

  4. Review the requested permissions

  5. Select Accept

Once approved, return to Teams.

granting permissions to the Morgan by Go1 app in Microsoft Teams via the welcome message

Important: Only an Azure admin (Global Admin or Application Admin) can grant consent. Non-admin users will be prompted to request approval.

Note: Admin consent is required only once per organization. After approval, all users can access the Morgan assistant without additional prompts.

Option B: Grant consent via the Azure Portal

For centralized management or pre-approval:

  1. Sign in to the Azure Portal

  2. Navigate to Microsoft Entra ID → Enterprise Applications

  3. Search for Morgan

If not visible, install the app once or use an admin consent URL.

  1. Select the application

  2. Go to Permissions

  3. Select Grant admin consent for [Organization]

  4. Review and accept permissions

Verify permissions:

  1. Go to Enterprise Applications → Morgan → Permissions

  2. Confirm all permissions show Granted for [Organization]

Option C: Approve via the Teams Admin Center

  1. Open the Teams Admin Center

  2. Navigate to Teams apps → Manage apps

  3. Search for Morgan

  4. Review permissions

  5. Allow the app for your organization

Step 3: Activate the Morgan assistant by connecting Go1

This step enables the Morgan assistant to deliver learning content inside Teams. Without this connection, the app will not display courses.

What you'll need

  • Go1 Portal Admin access

Steps

  1. Open the Morgan app in Teams

  2. Select Connect Portal

  3. Sign in with your Go1 admin credentials

  4. Select your organization's Go1 portal

  5. Confirm the connection

Once complete, the Morgan assistant will display courses and learning content within Teams, and your learners are ready to start using it.

Note: Individual user permission settings within the Morgan by Go1 app are inherited directly from your Go1 portal

Make the Morgan app available to your team members

After installation, you'll want to make sure the Morgan app is available to the right people in your organization. There are two things to configure: who can access the app, and whether it's automatically installed for them.

Control who can access the Morgan app

By default, the Morgan app may be available to all users in your organization. If you only want to make it available to active Go1 learners, you have two options:

  • If all users in your Microsoft tenant are Go1 learners, no action is needed — leave the default availability in place.

  • If only some users are Go1 learners, create an Azure security group containing those users, then assign the Morgan app to that group. This ensures only the right people see the app.

To manage availability:

  1. Sign in to the Teams Admin Center

  2. Navigate to Teams apps → Manage apps

  3. Search for Morgan by Go1 and select the app

  4. Select Users and groups

  5. Choose Everyone or assign specific users and groups

  6. Select Apply

For more detail, see Microsoft's guide to managing user access to Teams apps.

Automatically install the Morgan app for users

To ensure learners don't have to find and install the Morgan app themselves, we recommend pre-installing it so it appears in their Teams sidebar automatically.

  1. In the Teams Admin Center, navigate to Teams apps → Setup policies

  2. Select the Global (Org-wide default) policy to apply to all users, or select Add to create a custom policy for a specific group

  3. Under Installed apps, select Add apps

  4. Search for Morgan and select Add

  5. Select Save

You can also pin the Morgan app to the Teams sidebar so it's visible by default. In the same setup policy, scroll to Pinned apps, select Add apps, search for Morgan by Go1, and add it.

Note: Policy changes can take a few hours to take effect. In some cases, changes may take up to 24 hours to reach all users.

For more detail, see Microsoft's guide to pre-installing Teams apps and app setup policies.

Troubleshooting

The Morgan app isn't visible in Teams

  • Check Teams app permission policies

  • Ensure the Morgan app is allowed in the Teams Admin Center

Permission request fails

  • Only Azure admins can grant consent

  • Ask Azure admins to complete Step 2

App installed but no courses appear

  • Ensure the Go1 connection (Step 3) is complete

  • Confirm permissions were successfully granted

The Morgan assistant can't find users

  • Verify permissions in Azure: Enterprise Applications → Morgan → Permissions

  • Ensure all required scopes are granted

  • Allow time for changes to propagate

App installed but not accessible to users

  • Confirm the app isn't blocked by Teams policies

  • Ensure the correct user groups are allowed

Data privacy and AI

The Morgan by Go1 assistant uses AI to process questions and surface learning content. Customer data is not used to train AI models. The permissions granted during installation control what the Morgan app can access — these can be reviewed and revoked at any time through your admin console.

For full details on how Go1 handles AI interactions, see How Go1 uses AI.

Need additional help configuring apps in Microsoft Teams?

Morgan by Go1 is a trademark of Go1 Pty Ltd.

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