Vizlib Home
Welcome
Login

Vizlib Teamwork - Slack Bot Installation Guide (Enterprise only)

1. Add Vizlib Collaboration Bot to your workspace


  • Log in to the Vizlib user portal and navigate to the Integrations section by selecting Integrations from the Management dropdown.


Figure 1: Collaboration Integrations


  • Click the Add to Slack button and log in to the Slack workspace where you would like to add the Vizlib Collaboration bot.
  • Type your workspace name and click Continue.


Figure 2: Workspace Sign in


  • Sign in with your credentials.


 


Figure 3: Company Sign-in


  • Review the access permission for the Vizlib Collaboration Bot, and click Allow. 


 

Figure 4: Access Permissions

  • Choose if you would like to copy the token to your clipboard or save it, for easy access, in the Vizlib user portal. 


Figure 5: Copy or Save


  • Click OK.

 

Figure 6: Completed


  • If you choose to save the token in the Vizlib user portal, it will be available in the list on the right-hand side. Here, you can copy it to your clipboard by clicking the Copy button. If you no longer want to store it in the Vizlib user portal, click the button to permanently remove the token.

 

 

Figure 7: Token



2. Add Integration


After you add the Vizlib Collaboration Bot to your workspace, enter the Bot Access Token you receive into the Vizlib Server Management Console (VMC) . 


  • Login to the VMC, navigate to System Settings, click on Integrations, then click on Add Integration (Figure 8). 



Figure 8: Add Integration


  • Select the integration Type slack, paste the Bot token in the input field and confirm by clicking Add Integration.


Figure 9: Add Token



3. Configure Collaboration Streams



If you're working with more than one stream, you can navigate to Streams and Security in Collaboration Settings to add a new stream or edit an existing stream. Figure 10 uses shows an example stream called comments

  • Select the configuration options you require for the stream by using the dropdowns. (The slack integration you saved in the previous step as part of the Slack integration dropdown). 


Figure 10: Configure Streams



4. Share and Send Comments with Slack


Add the Collaboration bot to the channels where you would like users to be able to send messages. 


  • Click the channel name when you are in the channel you would like to add the Collaboration bot to. 
  • Select Add an app.


 

Figure 11: Add an app


  • Search for Vizlib Collaboration and click Add.


 

Figure 12: Search


  • The Collaboration objects should now display the share icon, using the stream configured in previous steps. Click the share icon to open the Share and send modal.


Figure 13: Share


  • Choose slack in the Share by options. 
  • Select the channel to share in and choose if you want to attach data and/or an image. Sharing data and images is only available if sharing on a visualisation not on sheets.  



Figure 14: Share and send 


Now you'll be able to use Slack to share and exchange ideas and data.  




V
Vizlib is the author of this solution article.

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.