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SLACK CONFIGURATION

1. A Slack administrator will have the ability within Slack to Browse and Add new apps to the Slack install.

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1. This normally appears at the bottom of the Slack user list.
   
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2. Install the Slash Commands App to the Slack installation

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1. . If the Slash Commands App is already installed,

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1. click View

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1.  to add a new configuration.
   
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Once Slash commands has been added as an available app, add a new configuration for the ClientSpace application integration using the "Add Configuration" button.

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2. Click Add Configuration.
3. Next, configure the Integration

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1. Settings for this install.

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1. Command - : This is the precursor command you will use in Slack to begin requesting data from ClientSpace - in our example we are using /pulse
2. URL - : This is the install URL of your ClientSpace installation with /next/peo/slack appended to the end -  ie: https://yourinstall.clientspace.net/next/peo/slack.
3. Method - : This is the where you select which request-response method will be used when connecting the third party application - always select "POST" as we will be sending information to the Slack application.
4. Token - Simply : Simply adding the configuration will cause the Slack system to generate a token - this token identifies the Slack application for third party integrations and will be used when configuring the ClientSpace application.  It is recommended you copy this this to notepad as you will use this later.
5. Customize Name -: This is the name that will identify the slash command responses - the Slack username that your ClientSpace data will come from.
6. Customize Icon - : The icon that will appear in Slack next to the response.
7. Preview Message - : This field will give you an advance preview of what you can expect the slack interaction to look like.
8. All other configurations should be left at their defaults

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1. .
2. Click Save to save your Slash Command Config.

APPLICATION CONFIGURATION

Application configuration consists of two parts - the :

• Third Party Application (TPA) configuration

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• user configuration. 

To  begin go :

1. Go to System Admin

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1. Image Added > Advanced

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1. > Third Party Applications

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2. Click Add.
3. The TPA dialog opens. Complete two fields:
   • Name - give this TPA configuration a descriptive name such as "Slack"
   • Private Token - This is where you will enter the Token that was generated during the Slash Command configuration in Slack.  This is what identifies the Slack application as a valid Third Party application.
     
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4. Once you have completed these two fields, click

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1. Apply

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1.  to save the TPA configuration. 

You will then need to add users to your TPA configuration 

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To add users:

1. In the Action Center, click Users.
   The Third Party Application Users list is displayed.
2. Click Add.
   The Add Third Party User dialog box opens. This is where you add user records for each user who will be connecting

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1. through Slack.
   
   • System User: Select the ClientSpace user.
   • Third Party LoginID: Type the user's Slack ID.
2. Click Save.
   The newly added user is displayed in the Third Party Application Users list.

USING THE INTEGRATION

To use the Slack integration - simply type one of the available Slash commands after typing the prefix command you assigned in Step one of the Slack integration settings. In our example we are using /pulse

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