Configuring ClientSpace for Slack Integration
The next part of the Slack configuration is to configure ClientSpace. The application configuration consists of two parts:
| • | The Third Party Application (TPA) configuration |
| • | The user configuration. |
To begin:
| 1. | In ClientSpace, go to System Admin  > Advanced > Third Party Applications. |
The Third Party Application Configuration dashboard opens.
| 2. | Click Add. |
The New Third Party Application form opens.
| 3. | Complete the form fields: |
|
Name |
Type Slack. |
|
Private Token |
Paste the Token that was generated during the Slash Command configuration in Slack. This is what identifies the Slack application as a valid third-party application. |
| 4. | Click Apply. |
The Administration area of the form is auto-filled. Now you are ready to add users to the configuration.
To add users to your third-party application configuration:
| 1. | In the Action Center, click Users. |
The Third Party Application Users dashboard opens.
| 2. | Click Add. |
The Add Third Party User dialog box opens. This is where you add user records for each user who will connect through Slack.
| 3. | Complete the fields: |
|
System User |
Select the ClientSpace user. |
|
Third Party LoginID |
Type the user's Slack ID. |
| 4. | Click Save. |
The newly added user displays in the Third Party Application Users list.