Slack setup guide

With this social network integration you can automatically post your wall entries into a Slack channel. Example of what a post looks like in Slack for an individual recognition:

Step 1 - Connect to your Slack account and authorise

1. Before you start, we suggest you logout of Slack
2. Login to your Workstars administrator account (must be the primary account or technical user)
3. Click System Settings in the top margin
4. Click Integrations in the left-nav menu
5. Click Slack
6. Click the Connect button, you should be redirected to a Slack login page
7. Login to Slack with an account that is authorised to add an app (Contact your Slack administrator if you need assistance)
8. Authorise access to your account by clicking the Post to drop-down menu and selecting the Slack channel you would like to post messages to
9. Click the Authorize button

Step 2 - Configure and enable the integration

1. If all goes well and you authorised our connection request you should be redirected back to our integration setup page
2. If you are running in a country with multiple languages, select the language you would like to post in
   

   Note

   • This only applies to the general content (e.g. “has been recognised by”), as the person making the recognition can enter the reason in any language
   • If in doubt set it to English
3. Click the Enable button and we will post a test message to the channel you chose during authorisation
4. Login to Slack and view the channel, there should be a post that says “This message was sent to test the connection”
   • If you cannot see the message, click No and contact support
   • If the message looks OK, click Yes to enable the integration

The integration is now setup and any new wall posts should also be posted into Slack. You can view what is happening by viewing the Integration Log.

FAQs

How do I disable the integration?

In the Workstars administration portal, go to System Settings then Integrations and select the integration. Click the Disconnect button and confirm.

How do I change the settings (e.g. the account its connected to, channel it posts to, etc.)?

To ensure the setup works correctly it is not possible to change settings, please disable the integration and start again (see Step 1).