Introduction
If you are using the Slack messaging app for internal communication, Docebo can integrate with it, so that you can configure the platform notifications to be sent via Slack.
Like any platform notification, Slack notifications can be scheduled and assigned to specific groups, branches, courses, and learning plans, and can be sent to your team via direct messages (from the Docebo bot in the Slackbot private message) or via public channels.
Important Notes about Docebo for Slack
- You must enable the Notifications app before integrating with Slack.
- Due to a Slack limitation, this integration can manage up to a maximum of 3000 users provisioned. Do not use this integration if you have 3000 or more users to synchronize from Slack. If you have more than 3000 users to synchronize, you can use Docebo Connect for Slack which does not have a synchronization limit.
Activating the Slack App in your Platform
Activate the Slack app as described in the Managing Apps & Features article of the Knowledge Base. The app is listed in the Third Party Integrations tab.
Configuring Slack in Docebo
To configure Slack in your platform, first, make sure you are logged into your Slack account as an Administrator, then access the Docebo Admin Menu, and press the Manage item in the Slack section.
On the Slack configuration page, click on the Add to Slack button. On the next page, select the Slack channel to which you would like to post using the dropdown menu in the Where should Docebo post? section, then press Allow at the bottom of the page.
The integration will continue until you are redirected to the Slack configuration page in Docebo. From here, select the Destination Branch, that is which branch of your organization chart will be notified by the platform via Slack. All of your team members in this Slack team will be imported into your platform as users and associated with the branch you select.
Click on Select in the Destination Branch row and select one of the branches.
After selecting the destination branch, press Save Changes. The page will automatically refresh. Next, select how often Slack and your platform will synchronize from the dropdown menu. Please note that in order to send notifications to individual users, they must be provisioned via Slack before they are provisioned with other methods. If you are only sending notifications to channels, users do not have to be provisioned via Slack. In order to avoid Slack provisioning, set the synchronization frequency to manually.
Please Note: If the user is already provisioned in Docebo before the Slack integration is configured, the user will be provisioned into multiple branches.
After configuring all of the sections on this page, press Save Changes. The page will automatically refresh again. If you are intending to provision users via Slack and send direct notifications to users, press the Sync button in the Synchronization Frequency section to sync the two platforms together for the first time. If you are not intending to provision users via Slack and have selected the manual synchronization, do not press the Sync button.
The date and time of the last sync are always displayed underneath the Sync button. Click on the View Logs link to view any errors that might have occurred during the sync.
The integration between Slack and Docebo is completed, you can now configure the notifications to be sent to your team as described in the Notifications article of the Knowledge Base.
Please note that the following Slack scopes are granted permissions:
identifybotcommandsincoming-webhookchannels:reademoji:readgroups:readteam:readusers:readusers:read.emailusergroups:readchannels:writechat:write:bot
The bot scope is required in order to be able to send notifications in Slack.
Resetting Your Configuration
In order to reset your Docebo for Slack configuration, access the Slack configuration settings by pressing the gears icon in the top right corner of your screen, then locate Slack and press Manage.
In the resulting window press the Reset Configuration button.
Next you will be presented with a confirmation window. Press the checkbox marked Yes, I want to proceed! at which point the Yes button will become visible. Press Yes to clear your Slack configuration settings from Docebo Learn.
Please Note: Resetting your configuration cannot be undone.
Tips & Tricks
- When a user is created from the Slack integration, the Docebo username field is populated with the name value of the Slack user information (opens in a new window). If you are provisioning users with a Single Sign-On system besides integrating with Slack, make sure that the provisioned usernames correspond to the ones created with Slack, otherwise, the same user will be created twice, with two different usernames.
- When integrating both with Slack and with Google Apps, please note that the Google Apps user fields cannot be mapped, so make sure that the usernames coming from the Identity Provider correspond to the Slack usernames before proceeding with the user provisioning.