Configuring Slack Settings

The Slack Settings page serves as the central configuration hub for Slack Integration within your Magentrix portal. Administrators use this page to enable or disable the integration, authorize Slack workspace connections, and manage existing connections. Proper configuration of Slack settings is required before any Slack Message automation tasks can deliver notifications to Slack channels or direct messages.

Accessing Slack Settings

To access the Slack Settings page:

1. Navigate to the Setup Home page
2. Click Extend in the left navigation menu
3. Click Slack

Requirements

To configure Slack settings, you must have:

• Slack Feature License: Your portal must have the Slack feature licensed and activated. If Slack settings are not available, contact your Customer Success Manager to discuss licensing options and edition requirements.
• Administrator System Role: Only administrators with access to Setup > Extend > Slack can view and configure Slack settings. Standard users, partner users, and customer portal users cannot access this page.

Page Layout Overview

The Slack Settings page contains two primary sections that appear based on the integration state:

Status Panel

The Status Panel appears at the top of the page and contains the global integration controls:

Enable Toggle: A switch that turns Slack Integration on or off at the portal level. This toggle controls whether all Slack-related features are active, including workspace authorization capabilities and Slack Message automation tasks.

Connection Status Indicator: Displays the current state of the Slack Integration. The indicator shows "Connected" (light gray) when the integration is enabled, or "Disconnected" (red) when the integration is disabled.

Connected Workspaces Section

The Connected Workspaces section appears only after Slack Integration is enabled. This section contains tools for authorizing new workspaces and managing existing connections:

Search Bar: A search field for quickly locating existing workspace connections by name or owner. The search is case-insensitive and filters results in real-time as you type.

Connect Workspace Button: A button that opens the authorization dialog for connecting new Slack workspaces. This button initiates the OAuth flow for either the Magentrix Slack App or a Custom Slack App.

Workspace Connections Table: A table displaying all authorized Slack connections with details including workspace name, workspace ID, Slack user ID, token type, active status, connection date, owner, and app type.

Enabling Slack Integration

Enabling Slack Integration activates all Slack-related features and prepares the portal for workspace connections.

To enable Slack Integration:

1. Navigate to Setup > Extend > Slack
2. Locate the Status panel at the top of the page
3. Toggle the Enable switch to ON
4. The status indicator changes to "Connected"
5. The Connected Workspaces section appears below the Status panel

What Happens When You Enable Slack

When the Enable toggle is switched ON:

• The portal prepares to establish Slack workspace connections
• The Connected Workspaces section becomes visible with the Connect Workspace button
• The Slack Task option becomes available when creating automation tasks on supported entities
• Previously configured Slack Message tasks resume functionality (if workspace connections are active)

Initial State After Enabling

When Slack is first enabled, the integration is in an active but not yet usable state:

• The status indicator shows "Connected" indicating the integration is enabled
• The Connected Workspaces table displays "No Slack Workspace connected yet"
• The Connect Workspace button is available for initiating workspace authorization
• Slack Message automation tasks cannot send messages until at least one workspace is authorized

Disabling Slack Integration

Disabling Slack Integration immediately stops all Slack messaging functionality across the portal.

To disable Slack Integration:

1. Navigate to Setup > Extend > Slack
2. Locate the Status panel at the top of the page
3. Toggle the Enable switch to OFF
4. A confirmation dialog appears warning about the impact
5. Click Disable to confirm, or Cancel to abort
6. The status indicator changes to "Disconnected"
7. The Connected Workspaces section becomes hidden

Confirmation Dialog

When you attempt to disable Slack Integration, a confirmation dialog appears with the following message:

"You are about to disable the Slack integration. Magentrix will no longer send out notifications or messages via Slack."

This dialog ensures administrators understand the impact before proceeding.

What Happens When You Disable Slack

When the Enable toggle is switched OFF and confirmed:

• All Slack automation tasks immediately stop executing
• Existing Slack messages will no longer be sent
• The Connected Workspaces section becomes hidden
• The status indicator changes to "Disconnected"
• The Slack Task option becomes unavailable when creating new automation tasks
• Existing Slack Message task configurations are preserved but inactive
• Workspace connection authorizations are preserved (not revoked)

Re-enabling After Disable

If you re-enable Slack Integration after disabling it:

• Previously authorized workspace connections reappear in the Connected Workspaces table
• Active connections resume functionality for Slack Message tasks
• Existing Slack Message task configurations become active again
• No reauthorization is required if connections were not revoked during the disabled period

Connected Workspaces Table

The Connected Workspaces table displays all authorized Slack connections for your portal. Each row represents a single connection token (bot or user), and a single Slack workspace may appear multiple times if both token types were created during authorization.

Table Columns

Actions: Provides access to connection management actions. Click the actions menu to reveal available options including Revoke (for active connections) or Delete (for revoked connections).

Workspace Name: The display name of the connected Slack workspace as configured in Slack (for example, "Magentrix" or "Acme Corp").

Workspace ID: Slack's unique identifier for the workspace (for example, "TCFC2DBB2"). This ID is used internally to route messages to the correct workspace.

Slack User ID: The Slack user identifier associated with this connection. For bot tokens, this displays the bot user ID. For user tokens, this displays the Slack user ID of the person who authorized the connection.

Token Type: Indicates whether the connection uses a bot token or user token. Bot tokens are used for channel messages, while user tokens are required for sending direct messages to human users or Slack channels.

Active: A checkbox indicating whether the connection is currently valid and usable. Active connections can be used in Slack Message automation tasks. Inactive connections (revoked or expired) cannot deliver messages.

Connection Date: The date and time when the workspace connection was authorized.

Owner: The Magentrix user who initiated and completed the authorization process. For user token connections, this user's language preference affects direct message translation.

App: Indicates which Slack app was used for the connection. Displays "Magentrix" followed by the app ID (for example, "Magentrix (A092NHRRC05)") for connections using the Magentrix Slack App, or "Custom" with the app ID for Custom Slack App connections.

Understanding Multiple Connections

When you authorize a Slack workspace, Magentrix automatically creates both a bot token and a user token connection. This means a single workspace typically appears as two rows in the Connected Workspaces table:

• One row with Token Type "bot" for channel messaging capabilities
• One row with Token Type "user" for direct message capabilities

Both connections share the same Workspace Name and Workspace ID but have different Slack User IDs and may have different Owners if authorized by different administrators.

Searching Connections

Use the search bar above the table to filter connections:

• Search by workspace name to find connections for a specific Slack workspace
• Search by owner name to find connections authorized by a specific administrator
• Search is case-insensitive and filters results in real-time

Searching is particularly useful when managing multiple workspace connections or identifying who authorized specific connections.

Connection Status States

Understanding connection status helps administrators maintain functional Slack Integration.

Active Connections

Connections with the Active checkbox selected are valid and ready for use:

• The connection token is valid and has not been revoked
• The connection can be selected in Slack Message automation tasks
• Messages can be delivered to the associated Slack workspace

Inactive Connections

Connections without the Active checkbox selected cannot be used for message delivery:

• The connection token has been revoked or has become invalid
• The connection cannot be selected for new Slack Message tasks
• Existing automation tasks referencing this connection will skip Slack message delivery
• The connection remains visible in the table for administrative reference

Inactive connections must be reauthorized to restore functionality. See Managing Slack Workspace Connections for reauthorization instructions.

Connecting New Workspaces

The Connect Workspace button initiates the authorization process for adding new Slack workspaces to your portal.

To connect a new workspace:

1. Click the Connect Workspace button
2. Select your preferred app type in the authorization dialog:
   • Magentrix Slack App: The pre-configured, multi-tenant app managed by Magentrix (recommended for most organizations)
   • Custom Slack App: Your organization's own Slack app (requires prior configuration in Connected Apps)
3. Click Authorize to begin the OAuth flow
4. Complete the Slack authorization process
5. The new workspace appears in the Connected Workspaces table upon successful authorization

Managing Existing Connections

The Actions menu for each connection provides management capabilities:

Revoking Connections

Revoking a connection disables the Slack token and prevents further message delivery:

• Click the Actions menu for an active connection
• Select Revoke
• Confirm the action in the dialog
• The connection's Active status changes to inactive
• The connection remains in the table but cannot be used for messaging

Deleting Connections

Deleting a connection permanently removes it from the portal:

• A connection must be revoked before it can be deleted
• Click the Actions menu for a revoked connection
• Select Delete
• Confirm the action in the dialog
• The connection is permanently removed from the Connected Workspaces table

For complete documentation on connection management including revocation impact and reauthorization procedures, see Managing Slack Workspace Connections.

Permissions Summary

Who Can Access This Page

Only Magentrix administrators with access to Setup > Extend > Slack can view the Slack Settings page.

Who Can Configure Slack

Administrators can perform all Slack configuration actions:

• Enable or disable Slack Integration
• Connect new Slack workspaces
• View all workspace connections
• Revoke existing connections
• Delete revoked connections

Standard Users

Standard users, partner users, and customer portal users:

• Cannot view or access the Slack Settings page
• Cannot authorize or manage Slack connections
• Cannot configure Slack Message automation tasks

Troubleshooting

Slack Settings Page Not Available

If the Slack option does not appear under Setup > Extend:

• Verify your portal has the Slack feature licensed
• Confirm you have Administrator System Role permissions
• Contact your Customer Success Manager if licensing is unclear

Enable Toggle Not Responding

If the Enable toggle does not respond when clicked:

• Verify you have administrator permissions
• Check for browser console errors
• Refresh the page and try again
• Contact Magentrix support if the issue persists

Connected Workspaces Section Not Appearing

If the Connected Workspaces section does not appear after enabling Slack:

• Verify the Enable toggle is switched ON
• Check that the status indicator shows "Connected"
• Refresh the page to ensure the UI updates

Jump to Slack Integration Checklist

<< Slack Integration Checklist | Connecting Slack Workspaces >>