Set Up Balance Breathing for Your Team

First things first

Which path fits your situation?

Are you a team member? Go to the member guide

New Organization Setup

Your team hasn't started using Balance Breathing yet. You'll create the organization, connect the right workplace identity, and make the reminder app available in Slack or Teams.

1. Sign in as an admin

   1. Go to the Sign In page.
   2. Click Sign In With Google or Sign In With Microsoft.
   3. Use your work account — the email domain becomes your organization's verified domain.

   After signing in, you'll land on the Admin Dashboard.

   Microsoft sign-in requires the exact Entra redirect URI and account domain to match. DNS aliases that point to each other still count as different domains in Microsoft auth.

2. Install the reminder app for your organization

   Balance sends breathing exercise reminders through the messaging app your organization uses.

   Slack path

   1. From the Admin Dashboard, click Add Balance Breathing to Slack.
   2. Approve the requested Slack permissions.
   3. After approval, Slack should show as Connected.

   This installs the workspace bot. Each member then connects their own Slack account during onboarding so the bot can DM them individually.

   Teams path

   1. Upload or approve the Balance Teams app in your Microsoft 365 tenant.
   2. If desired, use a Teams app setup policy to preinstall or pin it for employees or groups.
   3. Tell members to open the Balance app in Teams once so their personal chat can be linked.

   For Teams, the org-level step is tenant approval and app availability. The per-user step is opening the personal app once.

3. Domain verification

   When you signed in with your work account, your email domain (for example acme.com) was automatically set as your organization's primary domain and verified.

   Any team member who signs in with a matching email is automatically added to your organization. No invite codes needed.

4. Invite your team

   Share the member sign-in link with your team and tell them to:

   1. Sign in with their work Google or Microsoft account.
   2. Connect the matching calendar during onboarding.
   3. Connect Slack or open the Balance app in Teams once.
   4. Set reminder preferences.

5. Organize members into groups Optional

   If you'd like to organize your team by department, location, or any other grouping, you can bulk-assign members via CSV upload.

   1. Go to Admin Dashboard → Members.
   2. Click Import Groups via CSV.
   3. Upload a CSV file with two columns: Member Email and Group Name.

   Member Email	Group Name
   jane@yourcompany.com	Engineering
   tom@yourcompany.com	Marketing
   sara@yourcompany.com	Engineering

   You can also assign groups individually from each member's row in the Members table. Leave the Group Name blank in the CSV to remove a member's group assignment.

Bringing Existing Users Under Your Org

Some of your team discovered Balance Breathing on their own. Now you want to bring everyone under one managed organization.

1. Sign in as an admin

   1. Go to the Sign In page.
   2. Click Sign In With Google or Sign In With Microsoft using your work email.

2. Automatic migration

   The moment your domain is verified:

   1. The system finds free organizations with users whose email matches your domain.
   2. Those users are moved to your organization automatically.

   What migrates

   • User accounts and profiles
   • Breathwork session history and stress ratings
   • Notification rules and preferences
   • Exercise completion records
   • Personal Slack or Teams links when they already exist

   What else happens

   • Slack bot installation transfers if the free org had one
   • Slack workspace metadata moves to your org
   • Microsoft users keep their existing sign-in and calendar connection
   • Empty free orgs are archived
   • Email and messaging conflicts are handled gracefully

3. Verify the messaging app setup

   For Slack organizations, check whether Slack shows as Connected on your dashboard. If not, run the Slack install from the dashboard.

   For Microsoft organizations, confirm the Balance app is approved in Teams for your tenant and tell members to open it once so their personal chat gets linked.

4. Verify your team

   Go to Admin Dashboard → Members. Migrated users appear with their full history intact. Future sign-ups with matching email domains join automatically.

Messaging Integration Reference

Organization install vs personal activation

Balance always has an org-level step and a per-user step. Slack uses install + personal connect. Teams uses tenant approval + opening the personal app once.

Troubleshooting