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.

Please note:

• The legacy notification engine is not supported by Docebo for Slack version 2
• For those migrating from Docebo for Slack version 1, please see Migrating from Docebo for Slack version 1 to version 2.

Migrating from Docebo for Slack version 1 to version 2

Before you start

Docebo for Slack version 1 uses the legacy notification engine in Docebo. Instead, Docebo for Slack version 2 uses the new notification engine. As a result of this, when the new notification engine was released, all Docebo for Slack version 1 users were excluded from the migration away from the legacy notification engine.

In effect, the migration from Slack version 1 to version 2 brings two migrations with it, one is a change in the integration and another one, performed for you by Docebo, is the migration to the new notification engine.

In order to migrate from Slack version 1 to version 2 without experiencing disruptions in the steps must be performed in the following order:

1. The Docebo for Slack version 2 integration must be configured.
   This needs to happen first as it will unlock the ability to be migrated to the new notification engine. It also makes sure that when your learning platform is migrated to the new notification engine, you will continue to receive notifications via Slack seamlessly.
2. Your notification engine is migrated away from legacy.
   Once this has been successfully completed, Docebo for Slack version 2 will take over the handling of the notifications without disruption.
3. Docebo for Slack version 1 can be reset.
   Performing this step will remove legacy connections to your Slack account from the version 1 integration that now provides no further functionality.

Migration details

To migrate from Docebo for Slack version 1 to version 2, first configure the Docebo for Slack version 2 integration according to the following chapters beginning with Activating the Slack version 2 app in your platform and make sure your configuration is saved.

Next, contact your customer success manager or a support agent to activate the new platform notification engine. You will be provided with confirmation that your request has been received and be notified when the notification engine has been activated. Please note that this is not an automatic step and may take several days to complete. Your existing notifications will be migrated to the new notification infrastructure.

Warning: If you activate the new platform notification engine prior to configuring Docebo for Slack version 2, you will cease to receive notifications. It is important that you follow the order of the instructions in this chapter.

Once the new notification engine has been activated, deactivate Docebo for Slack version 1 as described in the Resetting your configuration chapter of Docebo for Slack.

Activating the Slack version 2 app in your platform

Activate the Slack V2 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 Manage in the Slack V2 section.

Next, press the Configure Slack button to proceed.

If you are already logged in to Slack in the same browser, press Allow in the following screen, otherwise log in to Slack and then follow the prompts to allow the integration to connect to your Slack workspace.

Please note: You must be logged in to Slack as an administrator or as a user with the integration admin system role to be able to connect Docebo for Slack V2 to your Slack workspace.

The Slack integration will make use of the following scopes within Slack:

• incoming-webhook - Create one-way webhooks to post messages to a specific channel
• commands - Add shortcuts and/or slash commands that people can use
• channels:read - View basic information about public channels in a workspace
• team:read - View the name, email domain, and icon for workspaces Learning Hub is connected to
• users:read - View people in a workspace
• users:read.email - View email addresses of people in a workspace
• users.profile:read - View profile details about people in a workspace

Once the connection has been successfully completed, you will be redirected to the Slack V2 properties page.

Next, in the user settings page, you will need to map the Slack user identifier with the Docebo user identifier. Please be aware that in Docebo only the user ID and Username values are unique by default.

Please note: For accurate user mapping and updates, the Slack and Docebo user identifiers must be identical. If the Slack user ID differs, users will either not be mapped (when using the mapping method) or will be provisioned as a new user with the Slack user ID, without being linked to an existing Docebo account (when using the provisioning method).

User synchronization

Next choose your synchronization method. You have the option to either use the user mapping method which maps a Slack user to a Docebo user or the user provisioning method. User mapping will map a Slack user onto an existing Docebo user, it will not provision new users from Slack to Docebo. User provisioning will allow you to create new users within Docebo, matching the fields you have chosen to synchronize.

User mapping

The user mapping method will allow you to quickly synchronize your existing users within Docebo with your Slack userbase. Once you have mapped the correct user identifier you wish to use, make sure that in the Synchronization method section Activate user mapping is selected.

Next, press Save changes to activate the synchronization.

User provisioning

Activating user provisioning will synchronize your Slack users to Docebo. First, select the Activate user provisioning radio button in the Synchronization method section.

Next, select the default branch for new users to be provisioned into by pressing the Select branch button. Once you have selected the appropriate branch, press the Select button.

 

Please note: If a user is already provisioned in Docebo prior to this integration being implemented, the user could be moved into the branch you choose in the integration.

Next, if you wish to update the user information for all existing users also, press the Update information for existing users button. If you wish to send a notification to the user that their account in Docebo has been created, select the Send a User has been created notification (if existing) check box.

Next, choose which fields in Docebo you wish to match with fields in Slack, the following fields are required and cannot be removed from the list of matching fields:

• Username
• Email address
• First name
• Last name

To change or set a field mapping, press the drop down list in the Slack field area of the field you wish to edit and choose from the available list of fields in Slack.

Please note: The field you have chosen as the identifier in the User identifier section can not be edited or deleted.

If you wish to map additional fields in Slack, press the Add fields button and, in the slide-in window, select the fields you wish to add, then press Add.

You can then map the additional field or fields as you mapped the required fields. If you wish to remove fields you added, you may press the trashcan icon at the end of the row in each additional field.

Once you have completed the configuration steps, press Save changes.

Synchronization settings

In the Synchronizing tab, by default the option to synchronize user data with Slack every time a user is created or modified in Slack is enabled. This will allow for automatic synchronization of the user data when an update occurs. If you choose to deactivate this option, you will need to press the Synchronize button in the Manual synchronization section every time you wish to update the provisioning or mapping of users.

Please note: Manual synchronization performs a complete data import and will overwrite previously mapped users with new information. This should only be performed if you have erred in your previous configuration options and performed a synchronization already. Depending on the amount of users being mapped, this action could take a long time.

Managing your existing connection

The Connection tab in the Slack v2 integration allows you to find information about your connected workspace name and team ID. This information can be found in the Details section of the Connection tab.

If you wish to reset your connection with Slack, press the Reset data button.

Please note: Pressing the Reset data button will remove all mapped data and Slack user identifiers from your system as well as delete the connection to Slack. It will not remove provisioned users in Docebo. This action can not be undone.

Next, in the confirmation window, press Reset.