Worksoft SaaS Slack App Installation
Worksoft SaaS users with 'Admin' rights can proceed with the installation process. Users not having the Admin access can reach out to your Administrator for setting up the notifications.
After logging in to Worksoft SaaS, you can integrate Slack by choosing a Project for which you would like to receive notifications. You will be redirected to slack.com where you can select the default channel to receive the notifications.
Below are the sequence of steps for Slack Installation:
Step 1: Login to Worksoft SaaS Saas as an Admin
Step 2: Under the
More dropdown, click on
Configure Integration of Slack
Step 3: To
the top right corner of the screen, click on
Create
button which takes you to the page,
'Configure Integration of Slack for Project(s)'
Step 4: Now, select a
Project and click on the Install button, which redirects you to slack.com website on clicking "Ok" on the "
Confirm the Action Requested" popup.
Note:
(i). If you are an
Admin for Worksoft SaaS application, but you are just a Slack user (who does not have any Admin rights), then, you may need to go through a different process where you would be navigated to different screens, to get the
Slack App installed. Please follow the steps from
Step 5A, 5B, 5C, 5D for this.
(ii). If you are an Admin for Worksoft SaaS application as well as the Slack, you may continue the process from
Step 5.
Step 5A:
After you click on the
Install button at Worksoft SaaS application, you would be taken to
slack.com where you need to request Admin to give you the permissions to install the Worksoft SaaS Slack App. Click on
Submit Request to send the request to the Slack Admin.
Step 5B:
Now the request for permissions is sent to
Slack Admin and a message is seen in
Slackbot regarding the same request.
Step 5C:
Once the Slack Admin approves your request, you would receive a success message in Slackbot as below:
Step 5D:
After you are given the permissions, you may need to repeat the Steps 1,2,3,4 once again, to get the Worksoft SaaS Slack App installed successfully.
Note: Even if you are a Slack Admin or not, the below steps from here remains the same after
Step 4.
Step 5: Here, you will be asked to add the Worksoft SaaS App to your workspace
Step 6:
Select a default channel to receive further notifications from Worksoft SaaS and click on the
Allow button
After the successful installation of Slack, you would be redirected to "
Integration of Slack for Project(s)" page in Worksoft SaaS where you would be able to see the Project integrated with your Slack workspace.