Setting up the key Dado integrations for launch

Contents

• The three key integrations
• Security implications of integrating Dado with these systems
• Step-by-step guide to setting up the key integrations
  • 1. Create a Dado integration account in your Google/Microsoft account
  • 2. Integrate Dado with Microsoft or Google Workspace
  • 3. Integrate Dado with Slack or Teams
  • 4. Integrate Dado with your HRIS

The three key integrations

You can use Dado without integrating it with any other system. However, the platform becomes more powerful when you connect it to your other systems, because Dado can then automate more of your manual tasks and notify employees through more channels.

For customers getting ready to launch their first Dado experience, we strongly recommend setting up the following integrations with Dado:

1. Google Workspace or Microsoft 365

• this enables Dado to invite employees to calendar events, sync data to online spreadsheets, and add employees to Teams/Groups

2. Slack or Microsoft Teams

• this enables Dado to send notifications to employees via these chat services

3. your HRIS

• this is the quickest way to provide Dado with accurate information about employees, enabling Dado to enroll the right employees in the right experiences, and tailor those experiences to suit employee's location, employment type, role, department, first/last days at work, etc

Of these 3, the HRIS integration is the least urgent. It's possible to use other secure techniques to get the essential employee data into Dado that you need to launch your experience. However, longer term we do strongly recommend HRIS integration to avoid the need to keep employee data updated in two different places.

Security implications of integrating Dado with these systems

Dado integrations are all based on secure technologies, such as OAuth or API keys. Dado is GDPR compliant and SOC2 certified, and undergoes annual audits to ensure we maintain high standards for security and privacy. For more details, please see our Security page or request a copy of our latest SOC2 report from security@dadohr.com

For Google/Microsoft/Slack integrations, you'll be able to review a list of the permissions requested before finalizing the integration set-up.

For HRIS systems, you will have granular control over which data points are synced to and from Dado.

Guide to setting up the key integrations

1. Create a Dado integration account in your Google/Microsoft account

We recommend you create a dedicated user account in your Google Workspace/Microsoft account, which is only used for the purpose of Dado integrations.

This gives you fine-grained control over Dado's access to your Google/Microsoft assets. By granting permissions on a granular level to this one account, you ensure that Dado can only access what's strictly necessary.

Requirements for this account – Google Workspace

• If your organization uses Google Groups:
  • Admin role: Groups Admin or both Groups Reader and Groups Editor
• If your organization does not use Google Groups:
  • No admin roles needed
• We recommend that the people managing Dado at your organization have the ability to log in to the email inbox of this account, to enable calendar set-up
  • if this is not possible, then the person who does have access to this account will need to be available to receive and respond to calendar permissions emails in the account's inbox

Requirements for this account – Microsoft

• No Admin permissions are required – although a user with Global Admin permissions will be required later in the integration process (see step 3 below)
• We recommend that the people managing Dado at your organization have the ability to log in to the email inbox of this account, to enable calendar set-up
  • if this is not possible, then the person who does have access to this account will need to be available to receive and respond to calendar permissions emails in the account's inbox

2. Integrate Dado with Microsoft or Google Workspace

This integration enables Dado to automatically invite employees to specified calendar events, sync data with online spreadsheets, and add employees to Microsoft Teams and Google Groups.

For a list of which data is exchanged via these integrations, and what permissions and scopes are required, please see our full article on the Google Workspace and Microsoft integrations.

Google Workspace integration set up

This is an OAuth integration, and the integration process is initiated from within Dado, in the Settings > Integrations page. You'll be redirected to a Google page, where you can review and permit the requested scopes.

If third-party access has been restricted in your Google account, at this point a Google Admin will need to approve this request.

Finally, you'll need to set up calendar access for the dedicated Google account.

See the step-by-step instructions here

Microsoft integration set up

This is an OAuth integration, which provides Dado with delegated access to Microsoft. The integration process is initiated from within Dado, in the Settings > Integrations page. This will enable you to request approval for the integration from a Microsoft admin.

A Global Admin or designated reviewer with the appropriate role to review admin consent requests will then need to approve this request from the Azure interface.

Finally, you'll need to set up calendar access for the dedicated Microsoft account.

See the step-by-step instructions here

3. Integrate Dado with Slack or Teams

This integration enables Dado to send notifications to employees in Slack/Teams. Our analysis suggests that this dramatically improves employee response times and completion rates for their tasks.

For a list of which data is exchanged via these integrations, and what permissions and scopes are required, please see our full article on the Slack and Teams integrations.

Slack integration set-up

This is an OAuth integration, and the integration process is initiated from within Dado, in the Settings > Integrations page. You'll be redirected to a Slack page, where you can review the requested scopes and add the app.

If users in your Slack workspace are not permitted to add apps without approval, at this point a Slack Admin will need to approve your request.

Finally, the Slack app will send a confirmation request via Slack, which you will need to accept.

See the step-by-step instructions here

Teams integration set-up

The Dado app for Teams should be added to the relevant App Setup Policy, via the Teams Admin console. Nothing needs to be configured inside Dado for this integration.

See the step-by-step instructions here

4. Integrate Dado with your HRIS

Most of Dado's HRIS integrations are set up using OAuth; others will require you to either generate an API Key in your HRIS, or set up a Service User Account. The fastest way to discover what's necessary for your HRIS is as follows:

• Log into Dado and go to Settings > Integrations
• Click on your HRIS. In either the first or second screen in the modal that appears, you'll see information on what kind of connection will be made: OAuth, API Key or an alternative method.

Your Customer Success Manager will provide additional support and instructions for your particular HRIS.