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Configure Your Integration for Slack
Configure Your Integration for Slack

Approve or deny SafeBase Trust Center requests directly from Slack

Matt Szczurek avatar
Written by Matt Szczurek
Updated over a week ago

Overview

The SafeBase Bot for Slack is used to send notifications about the following events:

  • Access Request

  • New User Subscribed

  • File Downloaded

  • Account Access Denied

  • Questionnaire Uploaded

It can also be used to search the Knowledge Base without having to login to the SafeBase app.

Installation

Setting up your bot for your Slack is easy and can be set up in 3 easy steps.

1. Click on Settings and scroll down to the Integrations section as shown below:

2. Click "Connect" next to Slack

3. Set permissions for the integration for Slack and select a channel for notifications to be posted in. You may also choose to have the notifications be sent directly to a specified Slack user in a Direct Message (simply start typing the user's username). You will need a Slack admin approve the app at this step.

Note: By default, notifications will use @here in the specified channel or DM group. Please see this article on how you can customize the users or user groups that get notified with our bot for Slack.

Authorizations required by our app for Slack

Once the above steps are completed, you will see the integration for Slack enabled and you are ready to go!


Bot for Slack in Action

This is an example of what your bot for Slack will look like. You can easily approve or deny requests and see what documents have been downloaded from your Security Trust Center.

For searching the knowledge base, you simply have to type the command kb-search <SEARCH TERM> to see the top results:

The top 3 results will be shown on each page. You can click on the Next button to see more results, or the Post to Channel button in order to share a result with other members of this channel.


Upgrading the Integration for Slack

If you need to upgrade the integration for Slack, DO NOT disconnect from the Settings area. Instead, have your Slack admin follow these steps:

  1. Navigate to https://<your workspace name>.slack.com/apps and click on the Manage button at the upper right.

  2. Search for the SafeBase Bot app.

  3. Use. the Reinstall option to get the latest version of the app.

For more information about how we collect, manage, and store third-party data, see our Privacy Policy.

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