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 employees 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
With the Slack integration, you can:
- Add & Remove Employees
- Synchronize your Teams
- Setup Single Sign-On for easy login
- Make Slack your default method for Officevibe Communications
1. Connect with Slack
Go into the Integrations section, and to the right of Slack under the Provisioning tab, 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 account.
2. Invite Teams from Slack
You can either choose to invite everyone who is 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 then map them to your existing Slack channels so new employees can automatically be added to the appropriate Officevibe teams and if an employee is removed in Slack, they will then be removed from the Officevibe team. To do so, enter the Slack channel name in the box.
Note: You must first 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 are able to 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 for your employees to be able to click on the Slack button when logging in to be able to automatically log in with their Slack credentials, you are able to activate Single Sign-On. If you have already logged in to your Slack account, you will simply click on the Single Sign-On tab and the Activate button.
Note: Your employees will still be able to log in manually even if the SSO option is set up.
Once you have successfully set up your Single Sign-On with Slack, this is the Sign-in box that your members will see.
All members of your account will have to make sure to click on the Slack logo below to log in, for as long as your SSO with Slack is Activated.
6. Communications - Surveys, polls, communications (optional)
Instead of having surveys and communications sent via email to employees, you can opt for them to be sent via Slack.
In order to set up Survey and Communication delivery, go to Integrations - Communications tab and click on Configure. If you have already set up the sync, you can click on the Activate button. If you don't want the daily Slack sync, you will need to log in first to Slack and then activate the Communication delivery by clicking on the Activate button.
If you already have a sync set up with Slack, the surveys and communications delivery will already be configured and will appear under the Already configured column. With this, you can just click on the View Settings button to activate.
IMPORTANT: Please make sure that you are NOT in the Provisioning tab as that will instead activate a synchronization between your Slack environment and Officevibe.
Note: If someone's email doesn't match in Officevibe and in Slack, questions will be sent to the member's default setting.
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 get posted and map it to the correct team in Officevibe.
In order to set up Feedback Notifications, go to 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 will need to 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 set up with Slack, the feedback notifications will already be configured and will 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 make sure the anonymity of the Feedback left is protected. 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 in your settings page.