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This article explains what the Slack direct message integration is, how it can be enabled and how this integration lives within your environment.

What does Slack direct messaging with Happeo consist of?

When Slack direct messaging has been integrated with your Happeo environment, users will be able to send direct messages in Slack through Happeo profiles. 

For example, when you view a user’s profile, you can choose to send a direct message in Slack with just one click!

How to enable the Slack direct messaging integration?

The Slack direct messaging integration can only be enabled by a platform admin. As an admin, you can go to: 

  1. The admin settings 
  2. Integrations
  3. Toggle on the Slack Direct Messaging integration

Slack_Direct_Message_Integration_1.png

Please note that once toggled on, this integration will not be automatically enabled for all users of an environment. 

Instead, the users will receive an in-app prompt, informing them of the new feature and taking them through the steps to enable it. If they choose not to enable the integration, they can authorize it in the future by navigating to: 

  1. User settings 
  2. Integrations
  3. Toggle on Slack direct message

Slack_Direct_Message_Integration_2.png

With this in mind, Each user has the ability to enable or disable this feature for themselves.

Once the above process has been completed, users will be able to see the Slack direct messaging option while viewing the profile cards of users within their environment.

Slack_Direct_Message_Integration_3.png

Important things to note

  • This integration will only work if you have a Slack account
  • You do not have to enable the Slack direct message integration to be able to send a direct message to other users. Enabling this integration is what adds it to your user card
  • For example:
    • If User 1 has Slack enabled and User 2 has Slack disabled, then User 2 will see Slack as an option in User 1’s profile, but User 1 will not see Slack as an option in User 2’s profile
    • In the example image above, Tim has enabled Slack, but that does not mean that the person viewing his profile has

 

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