To facilitate your account setup, we have created an Integration to allow you to manage part of your Officevibe account through Slack. The Daily Sync feature will also remove any members who are no longer in your Slack account from your Officevibe account.
This article details how Officevibe's Slack Integration works.
Note: The integration must be set up by an Administrator or your Officevibe account and your Slack account
With the Slack integration, you can:
- Add & Remove Members
- Synchronize your Teams
- Setup Single Sign-On for easy login
- Make Slack your default method for Officevibe Communications
How To:
1. Connect with Slack
Click on your settings gear, and then Integrations; Under the Provisioning tab, select Slack and click on the Configure button. You will then log in to Slack. If your company uses several workspaces, do not fear - you can create the sync with multiple workspaces as Slack Enterprise Grid is available!
Note: If the login is not working, please review your permissions as you must be an admin of the Slack and Officevibe accounts.
2. Invite Teams from Slack
You can either invite everyone in your Slack Workspace or select specific Slack Channels to link into Officevibe.
3. Link Officevibe Teams with Slack Channels (optional)
If you create teams in Officevibe, you can map them to your existing Slack channels so new Members can automatically be added to the appropriate Officevibe teams. If a Member is removed in Slack, they will be removed from the Officevibe team. To do so, enter the Slack channel name in the box.
Note: You must create your Officevibe teams in the Settings - Teams - Create a team section and then come here to map them out.
Note: Multi-Channel and Single-Channel Guests will not be synched - only regular Members.
4. Turn on the Daily Sync
You're now all set to turn on the Daily Sync. To do so, you will click on the Save & Activate button at the bottom. The sync will then run the next day.
Note: If you prefer to activate the sync right away without waiting for it to run, you can manually push the sync by clicking on the Start Synchronization button. This activation cause invitations to be sent to those you set up in the sync.
Note: A sync can always be deactivated by clicking on the View Settings button and selecting the Deactivate button at the bottom.
5. Slack Single Sign-On (optional)
If you wish your Members to click on the Slack button when logging in to log in with their Slack credentials automatically, you can activate Single Sign-On. If you have already logged in to your Slack account, you will click on the Single Sign-On tab and the Activate button.
Note: Your Members will still be able to log in manually even if the SSO option is set up unless the Force SSO option is turned on via Settings > Integration > Communications Tab.
6. Communications - Surveys, Custom Surveys, communications (optional)
Instead of having surveys and communications sent via email to Members, you can opt for them to be sent via Slack.
To set up Survey and Communication delivery, go to the Integrations - Communications tab and click on Configure. You can click the Activate button if you have already set up the sync. If you don't want the daily Slack sync, you must log in to Slack and activate the Communication delivery by clicking on the Activate button.
If you already have a sync with Slack, the surveys and communications delivery will already be configured and appear under the Already configured column. You can click on the View Settings button to activate it.
IMPORTANT: Please ensure that you are NOT in the Provisioning tab, as that will activate a synchronization between your Slack environment and Officevibe.
Note: Questions will be sent to the member's default setting if someone's email doesn't match in Officevibe and Slack.
7. Feedback Notifications (optional)
If you don't want to miss any new feedback coming in, you can have them posted to a channel. Simply select the channel where you'd like to see the feedback posted and map it to the correct team in Officevibe.
To set up Feedback Notifications, go to the Integrations - Feedback Notifications tab and click on Configure. If you have already set up the sync, you can type in the name of the Slack channel in the box and click on the Save & Activate button. If you don't want the daily Slack sync, you must log in first to Slack and then activate the Slack feedback notifications by entering the Slack channels and clicking on the Save & Activate button.
If you already have a sync with Slack, the feedback notifications will already be configured and appear under the 'Connected Apps' column. With this, you can just click on the View Settings button, enter the Slack channels and activate.
Note: When setting up Slack Feedback Notifications, we recommend adding private Slack channels to protect the feedback left's anonymity. In either case, we ask that you ensure that the members in the Slack channel should all be seeing Feedback left from that team. Any time Feedback is left, it will appear like the below in the specified channel.
8. Inviting Officevibe into a private Slack Channel (optional).
If you are looking to invite Officevibe into a Private Slack Channel, it is as easy as typing '@officevibe' into the message area of the Slack Channel and pressing enter. This will automatically invite Officevibe into that channel, allow you to sync and map it with the integration, and see this slack channel on your settings page.