Slack - Connect my Assembly account to Slack (identity provider)

Updated on
March 15, 2021

Connecting to an identity provider, such as Slack, allows you to easily manage the members of your Assembly. You can add employees automatically or manually to your Assembly from Slack, depending on how you configure your settings.

NOTE: this help article is for setting up Slack as an identity provider. This manages Assembly membership, but it does not install Assembly into your Slack app. To use Assembly directly from  Slack, please see our help article for installing our Slack chat integration.

Who can use this feature?

Only Admins can connect, edit, and disconnect Slack as your identity provider. This admin must also be a Slack super admin. The email address in Slack as well as Assembly must match

What to expect

  • Only one identity provider can be connected at one time
  • Only Business and Enterprise plans can connect their Assembly account to Slack 
  • Once you’ve connected to Slack, you (or any other Admins within your Assembly) can edit your connection settings or disconnect at any time

Connect

  1. From my.joinassembly.com, click the Admin icon in the lower left corner of the left navigation bar.
  2. Click Users in the left sidebar.
  3. Click Invite or Manage.
  4. Click the Slack option.
  5. After reviewing how our Slack connection works (and the recommended permission requirements), click Connect Slack. This will redirect you momentarily to Slack’s website to provide authorization.
  6. If you are not logged in to the proper workspace, follow Slack’s instructions to sign in.
  7. If logged in to the desired workspace, you will be asked to give Assembly permission to access your Slack workspace. Click Allow. This will return you to Assembly.
  8. Next step is to select people.

Select People

There are a few ways you can configure how members are added from Slack

  1. Everyone that joins or leaves the Slack workers list
  2. Anyone that joins or leaves a specific channel
  3. Anyone that joins or leaves a specific Slack group
  4. Manage all members manually
Everyone that joins or leaves the Slack workers list
  1. Click Continue with Everyone
  2. Configure whether you want to send invitations to your Assembly now or send them later
  3. Configure whether new members are automatically approved or if an admin needs to manually approve them first
  4. Click Create Assembly Accounts
  5. If you selected send invitations now, all members of your Slack workers list will receive an invitation to join your Assembly
  6. If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready
Anyone that joins or leaves a specific channel 
  1. Select a channel or multiple channels from the channels list
  2. Click Continue with # Channel(s)
  3. Configure whether you want to send invitations to your Assembly now or send them later
  4. Configure whether new members are automatically approved or if an admin needs to manually approve them first
  5. Click Create Assembly Accounts
  6. If you selected send invitations now, all members of the selected Slack channel(s) will receive an invitation to join your Assembly
  7. If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready
Anyone that joins or leaves a specific group
  1. Select a group or multiple groups from the groups list
  2. Click Continue with # Group(s)
  3. Configure whether you want to send invitations to your Assembly now or send them later
  4. Configure whether new members are automatically approved or if an admin needs to manually approve them first
  5. Click Create Assembly Accounts
  6. If you selected send invitations now, all members of the selected Slack group(s) will receive an invitation to join your Assembly
  7. If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready
Manage all members manually
  1. Select each member of your Slack workspace you want to add to your Assembly
    NOTE: this will require you to manually add additional members and manually remove existing members
  2. Click Continue with # People
  3. Configure whether you want to send invitations to your Assembly now or send them later
  4. Click Create Assembly Accounts
  5. If you selected send invitations now, all selected members of your Slack workers list will receive an invitation to join your Assembly
  6. If you selected send invitations later, clicking View Queued Invites will direct you to your Queued section where you can send the invitations whenever you’re ready

Edit/delete connection

You can edit your Slack connection at any time from both the Manage and Invite sections in Admin.

Edit connection
  1. Click Edit Connection 
  2. You can change between any of the select people options
  3. You can also change which Slack channels/groups/individual members join your Assembly. (NOTE: Any members added through the previous connection configuration will remain members of your Assembly unless you remove them manually)
  4. Click Continue
  5. Your updates will be saved and any previously-existing Slack member who is no longer included in the criteria you selected will no longer have access to your Assembly through Slack
  6. Disconnecting Slack will
    a. Remove all access to log in via Slack
    b. Not remove any members from Assembly
    c. Prevent any automatic updates to your members list through Slack

NOTE: Any member who is no longer included in your Slack connection criteria will have to create a password (by clicking reset password on the login screen) in order to log in

Quick settings
  1. Quickly change whether to auto-approve new members or if an admin must manually-approve them first
  2. Click Save Settings to save your changes
  3. You can also disconnect Slack from here

And there you have it! You are ready-to-go with your Slack identity provider connection. Want to make it even easier to use Assembly? Configure your Slack app so your members can give recognition directly from Slack.