Configure provisioning for Slack with Zoho Directory
User provisioning with Slack enables you to provision and deprovision users in Slack from Zoho Directory Admin Panel, enabling you to use Zoho Directory as a single source of truth.
Prerequisites
- A Business+ or Enterprise Grid plan Slack workspace.
- A workspace owner or an Organization owner in Slack account.
- SSO must have been set up
In Zoho Directory: Set up provisioning
1. Sign in to Zoho Directory
.
2. Ensure that you have set up SSO for Slack.
3. Go to Applications, then click Slack.
4. Go to Provisioning, then click Configure.
5. You will be redirected to Slack, where you will be prompted to enter your Slack subdomain.
6. Click Continue, then click Authorize. If you have not signed in already, you will be asked to.
7. Click Allow in the next screen, where you will be asked to allow Zoho Directory access to administer your workspace's users. Once you provide access, you will be redirected to Zoho Directory.
8. Select the fields that have to be synced with Slack and map a relevant Zoho Directory field with them. If you'd like to have a constant value set in Slack for any fields, click Edit next to the field, enter the value in the Hardcoded value field, then click OK.
Note: By default, all Slack fields will be mapped to a relevant Zoho Directory field. To change this mapping, you should have the Standard or Professional plans in Zoho Directory.
9. Click Save and Next.
10. Choose which of the changes made in Zoho Directory have to be synced with Slack:
- Create users: Assigning a user to Slack in Zoho Directory automatically creates a new user account in Slack.
- Update User profile: If a user account already exists in Slack for a user, any changes made to the mapped fields in user's profile in ZD will be synced with Slack.
- Delete users: Unassigning Slack for the user from ZD will delete the user's account in Slack.
- Activate and deactivate users: If a user account already exists in Slack for a user, assigning them to Slack in ZD or unassigning them will activate or deactivate the user in Slack. Additionally, activating or deactivating a user in ZD will also activate and deactivate them in Slack.
11. Click Save.
12. If you'd like to have the users currently in Slack to be imported to ZD, click Import. It is advisable to import users to ZD during initial setup or when activating the app after a while. A list of users that can be imported will be displayed.
13. The following filters can be used to select users to import:
- All Users: All the users that can be imported from Slack to ZD.
- New Users: Users that are present in Slack but not in ZD. These users will be created in ZD, and Slack will be assigned to them.
- Update Users: Users already present in ZD. Any changes in the user profile for these users will not be synced, and the field values from Slack will be used to overwrite the values in ZD.
- Users to Activate: Users in ZD, but not assigned to Slack in ZD. These users will be assigned to Slack.
- Users to Deactivate: Users that are either not present or present as inactive users in Slack. These users will be unassigned from Slack in ZD.
14. Click Confirm Assignment.
15. Click Done.
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