Getting Started with TeamBook Connected Org

TeamBook Connected Org is a SharePoint Framework (SPFx) solution that transforms your SharePoint Online intranet into a fully-functional people hub. It surfaces Microsoft Entra ID (Azure AD) data through a fast, branded experience — directory, organisation chart, departments, locations, skills, and a built-in HR dashboard — and adds three companion web parts for new joiners and birthdays that you can drop on any page.

Your data stays in your tenant. All employee data is read directly from your Microsoft 365 tenant via Microsoft Graph and your own SharePoint lists. The only outbound calls outside Microsoft are to the publisher's licensing service (tenantrix.io) for trial-status and licence-key validation — never employee data.

What’s included

The .sppkg package contains four SharePoint Framework web parts:

Web part	Purpose
TeamBook Connected Org	The full directory portal — employees, departments, locations, organisational chart, skills catalogue, HR dashboard, admin tools. Full-page / full-bleed.
People · New Hires	Recent joiners surface for landing pages. Strip, column-grid, or row-grid layout.
People · Birthdays	Upcoming birthdays from colleagues who opt in via their profile.
People · Moments	Both new hires and birthdays in one combined card.

Key features

Find people fast

Typo-tolerant fuzzy search across name, role, department, location, email, phone, and skills
“Did you mean?” suggestions when a search returns nothing
Filter chips for department, location, online status, OOO status, plus an A–Z alphabet bar
Multi-select with bulk Microsoft Teams message, bulk email, and CSV export

Four employee-card layouts

Pick the visual style that fits your culture — admins choose the default in Settings → Card Designer:

Grid — dense, info-rich tiles
List — sortable rows for scanning hundreds of colleagues fast
Business card — flippable card with front-of-house identity + back-of-house contact details
Polaroid — photo-first album view for a warmer feel

Organisational chart — three modes

Tree for the classic top-down view
Focus for “one person + immediate orbit” — perfect for new joiners
Lanes for cross-department comparison at executive level

Colour by tenure, department, or office. Surface dotted-line and assistant relationships. Export to PNG or SVG for slide decks.

Skills as a first-class concept

Admins curate a skills catalogue in a SharePoint list. Colleagues self-tag their expertise via My Card. Skills appear on every card, in the detail panel, and on the HR dashboard as a coverage map — turning the directory into an internal talent marketplace.

Departments and locations as first-class pages

Every department and every office gets its own branded detail page: hero banner, head-of-department avatar, member roster, and a configurable accent colour so each team and site feels distinct.

Built-in HR Dashboard

A five-tab analytics view for admins:

Overview — at-a-glance counts, online-now, OOO, plus full-directory CSV export
Headcount — donut charts and sortable tables by department and office
Profile completeness — heat-mapped comparison by group, so you see who is missing what
Skills coverage — most-used and “orphan” skills, useful for L&D planning
Data quality — admin-configurable rules audit photos, titles, manager links, and more

Companion web parts for the intranet

The three People web parts can sit on any SharePoint page. Each has three layouts — strip, column-grid, row-grid — and clicking a tile opens a 1:1 Microsoft Teams chat.

Branded and seasonal

Admins set logo, header icon, primary and accent colours, and per-card layout. Optional seasonal themes add subtle on-card animations (snow in winter, blossoms in spring, autumn leaves, festive sparkles) without distracting from the data.

Requirements

Before installing TeamBook Connected Org, confirm the following:

SharePoint Online (Microsoft 365)
A Tenant App Catalog or Site Collection App Catalog
SharePoint Administrator or Global Administrator for the initial deployment + API approval
Five delegated Microsoft Graph permissions, approved after install:
- User.Read.All
- Group.Read.All
- Presence.Read.All
- MailboxSettings.Read
- ProfilePhoto.Read.All

Installation overview

Download the teambook-connected-org.sppkg package from your Tenantrix account portal.
Upload it to your SharePoint App Catalog and tick Make this solution available to all sites → Deploy.
Approve the five Microsoft Graph permissions in the SharePoint Admin Center → Advanced → API access.
Add the TeamBook Connected Org web part to a modern SharePoint page.
Configure the web part — in the property pane, enter the Microsoft 365 group name(s) that contain your employees.
Start your free trial — on first load, click Start free trial in the licensing overlay to activate a 14-day trial. Enter a licence key any time to convert to a paid subscription.

Full step-by-step instructions are in the Installation guide.

Quick-start checklist

Downloaded the teambook-connected-org.sppkg file
Uploaded to App Catalog and deployed
All five Microsoft Graph API permissions approved by a Global / SharePoint Admin
TeamBook Connected Org web part added to a SharePoint page
M365 group names entered in the property pane → employees begin loading
14-day free trial started, or a paid licence key entered
(Optional) People · New Hires / Birthdays / Moments added to landing pages
(Optional) Custom branding configured in Settings → Branding
Shared the page URL with your users

Free trial & licensing

14 days, no credit card. On first install, click Start free trial in the licensing overlay. All features unlock immediately.
One trial per Microsoft 365 tenant. The trial entitlement is tied to your tenant ID, not to a specific user or SharePoint site. If your team uninstalls and reinstalls during the trial window, the same trial keeps counting down.
Paid licensing. Annual subscription via Stripe, billed yearly. Buy at tenantrix.io/products/teambook-connected-org. Once paid, paste the licence key into any web part’s property pane → License.

Known limitations

A few things worth knowing before you roll out:

SharePoint lists are scoped to a single site collection

TeamBook Connected Org stores its app-managed data — departments, locations, skills, employee profiles, settings — in SharePoint lists inside the site collection where the directory web part was first installed. Those lists are not visible from a different site collection.

What this means in practice:

If you install the directory on /sites/intranet and want to drop the People · Birthdays web part on /sites/landing-page, that’s a different site collection. The Birthdays web part will not find the profile data and will show an empty state.
Two ways to solve it:
1. Place all web parts in the same site collection as the directory — simplest, recommended for most tenants.
2. Use a single hub site for the directory and reference its URL from companion web parts on satellite sites (coming soon — see Configuration for the planned sourceSiteUrl property pane setting).

Birthdays are opt-in

The Birthdays web part only shows colleagues who have explicitly saved a birthday in their profile via My Card. Month and day only — year is never stored, by privacy design.

If you’d rather seed birthdays from existing HR data, admins can use Settings → Features → Birthdays → Manage birthdays (bulk-edit modal) or Settings → Advanced → Bulk profile import (CSV).

New hires read from Microsoft Entra ID

The “joined N days ago” badge and the New Hires web part both read from the employeeHireDate attribute in Microsoft Entra ID. If your tenant doesn’t populate this attribute, the New Hires surface will be empty. Your HR or IT admin can backfill it in the M365 admin center.

Org chart depth depends on Entra

The organisational chart is built from the manager relationship in Microsoft Entra ID. If your tenant has incomplete manager data, the chart will look flat. Populating manager fields gives you the full hierarchical view.

Local time per person needs IANA timezones

The optional “show local time per person” feature derives each colleague’s current local time from the timeZone column on the Locations list. If a location is missing a valid IANA timezone (e.g. Europe/London), the clock is hidden for that office.

Out-of-office requires a mailbox

OOO detection reads each colleague’s Exchange Online auto-reply. Users without an Exchange mailbox (most commonly Microsoft Entra guest accounts) won’t show OOO status.

Microsoft Teams Tab / Personal App

This product is SharePoint-only. The predecessor “TeamBook Connected Colleagues” supported Microsoft Teams Tab and Personal App — that surface is not included in TeamBook Connected Org. Use it as a SharePoint web part on modern pages.

Where to go next

Installation — step-by-step deployment guide
Configuration — property pane + in-app Settings reference
Employee Directory — four card layouts, fuzzy search, filters
Org Chart — Tree / Focus / Lanes modes
Departments — browsing and the per-department detail pages
Office Locations — browsing offices, maps, timezones
Bulk Actions — multi-select Teams / email / CSV export
Favourites & Presence — Teams presence + pinning
Employee Profile — detail panel, My Card, skills
People · New Hires, Birthdays, Moments — the three companion web parts
HR Dashboard — five-tab analytics view for admins
Managing Departments — admin panel walk-through
Managing Locations — admin panel walk-through

Need help? Email help@tenantrix.io.