To facilitate a Slack connection within Tesorio, there are two main requirements: connecting to a company Slack workspace and authenticating user profiles. This article outlines the steps needed to connect a company Slack account, and how to add the Tesorio app to a specific channel in a User's Slack instance. Click here to learn more about authenticating a user profile.
Connecting a company Slack workspace to Tesorio
Step 1
A Tesorio administrator can connect a Slack workspace by navigating to Administration -> Integrations -> Slack Integration and click Connect
Step 2
This will take you to a Slack screen to Allow the connection.
Upon clicking Allow, Users will receive a confirmation:
Step 3
The connected Tesorio application will appear in the Apps category within the Slack Workspace:
Adding the Tesorio app to a Slack channel
Step 1
Click on Integrations and find the Tesorio app from the list:
Step 2
Select the Tesorio app. A confirmation toast will appear.
Step 3
Users can now interact with the Tesorio app in this channel. The information pulled will be visible to all Slack users on this channel. Only Slack users with an authenticated Tesorio profile will be able to use the /invoice or /customer Tesorio commands to pull information into the channel. This is also true for Users who want to utilize the "Reply to Tesorio" function to add a note back to the underlying record in Tesorio.
