Installation and Upgrades - Slack

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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.

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Step 2: When shown the Slack instructions click on Authenticate

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Step 3: Review the scope of access and click Allow

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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

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Step 4: Read the details and click on Authenticate

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

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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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