Table of contents

This article explains what 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 can only be enabled by a platform admin. As an admin, you can:

  1. Go to the Admin Settings 
  2. Click Integrations
  3. Toggle the Slack Direct Messaging integration

Slack_Direct_Message_Integration_1.png

Slack Workspace

After installing the Slack Federated Search Connector in Happeo, you will need to adjust the settings in your Slack Workspace to ensure that other users within your Workspace can authorize the Search Connector.

  1. As a Slack Workspace owner, navigate to the Admin Settings of your Slack Workspace
  2. Click the Menu button at the top left corner of the page
  3. Click Configure apps
  4. Select App Management Settings in the left navigation
  5. Toggle OFF Only allow apps from the Slack App Directory
    1. The reason for this is that the Happeo Search Connector is outside of the Slack Directory
  6. Toggle ON Require App Approval
    1. By toggling on this option, members of your Slack Workspace will only be able to install pre-approved apps. Whether the app is inside or outside of the Slack Directory, users will only be able to enable, install and use what you (the Admin) have set. This removes any lack of security that toggling off the toggle as mentioned earlier may introduce
  7. Navigate to the Happeo Slack Direct Message connector (in Slack)
  8. Approve the integration

How to authorize 

Once the integration is toggled, it will not be automatically enabled for all users of your 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 if they:

  1. Navigate to User settings 
  2. Click Integrations
  3. Toggle 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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