Installation and Upgrades - Slack

Note: Installation must be done by a Conveyor Admin and requires approval from a Slack Admin

Setup - New Installation

Follow these instructions if your organization is setting up Slack for the first time.

Step 1: While logged in as an account owner, navigate to "Preferences" in the top right dropdown. Then, go to the "Organization Preferences" tab. Click "Add Integration" and click on the Slack card under the Ticket Integrations.

Step 2: When shown the Slack instructions click on Authenticate

Step 3: Review the scope of access and click Allow

That's it!

Setup/Upgrade - For existing installations

Follow these instructions if your organization is already using the Slack integration and would like to use newly released features.

Step 1: Navigate to Integrations in Conveyor
Step 2: Click on Slack
Step 3: Click Edit

Step 4: Read the details and click on Authenticate

Step 5: In Slack you can allow the permissions or in the top right change the workspace for the Slack integration

Troubleshooting

The most common problems when setting up the integration are:

  • Not using a Slack admin account.

If you receive an error message when trying to sync create your integrated tickets, please check the above items and contact [email protected] if the problem persists.


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