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Enterprise Grid launch guide

If you’ve recently purchased Slack’s Enterprise Grid plan, follow this guide to set up your new Enterprise Grid organization. When you sign in to your new organization for the first time, you can choose to either migrate an existing workspace into the org to automatically apply a close copy of its settings to your org, or start from scratch to configure each setting manually.

Migrate an existing workspace

Step 1: Request to migrate an existing workspace

If you're upgrading to Enterprise Grid from a different Slack plan, you can easily replicate your workspace setup by migrating it into your new organization.

Keep in mind: Only one migrated workspace's settings can be copied to your org. If you have multiple workspaces to add to your grid, migrate the one with your preferred settings first, then continue to migrate additional workspaces.

  1. Sign in to your existing Slack workspace, and locate your existing workspace URL and workspace ID.
  2. Sign in to your new Enterprise Grid organization, then click Set Up Your Organization.
  3. Click Copy the settings from an existing workspace, then enter the existing workspace ID and URL.
  4. Click Get Started to send a migration request to the Primary Owner of the existing workspace. The Primary Owner will need to sign in to the workspace to approve the request, which comes from Slackbot.
  5. Once the migration request is approved, return to your Enterprise Grid organization to continue the setup. 

To cancel a migration request, please reach out to our Support team. 


Step 2: Edit your organization’s details

To proceed with the migration, the Primary Owner from the migrating workspace needs to approve your request to migrate. While you wait for approval, you can configure some basic settings in your organization to prepare for the migration.

  1. In the left sidebar, click Set up your org.
  2. Next to Update your organization’s details, click Edit Details.
  3. Enter a name, domain, and upload an icon, then click Save. 


Step 3: Add Org Owners

To allow others to assist with setup, you can add them as an Org Owner. If you’d like to skip this step, click Mark Complete. You can always add Org Owners after the migration. 

  1. In the left sidebar, click Set up your org.
  2. Under Add Org Owners, click Contact Slack and let us know the email address(es) of anyone you’d like to make an Org Owner.
  3. Click Mark Complete.


Step 4: Configure Single-Sign On (SSO)

Setting up SSO is required on Enterprise Grid. To avoid locking users out of Slack after the migration, take special care to ensure that user email addresses in your identity provider (IDP) match the email address they use on their Slack account in the workspace you’re migrating.  

  1. In the left sidebar, click Set up your org.
  2. Next to Set up SSO (Single-Sign on), click Review SSO Settings.
  3. Enter your SSO details, then click Test Configuration. If you need help configuring SSO, review our guide for SAML single-sign on.
  4. Once the test is successful, click Confirm Update.


Step 5: Schedule your migration

Once the request to migrate has been approved and you’ve completed the required org setup, schedule a time to migrate your existing workspace into your new Enterprise Grid org. If you change your mind, you can cancel or reschedule the migration at any time.

  1. In the left sidebar, click Set up your org.
  2. Next to Schedule your migration, click Schedule Migration.
  3. Select a date from the drop-down menu, then choose an available time. 
  4. Select a specific start time, then click Schedule Migration
  5. In the left sidebar, click Set up your org to continue setting up your organization.
  1. In the left sidebar, click Set up your org.
  2. Next to Schedule your migration, click Manage.
  3. Select either Reschedule migration or Cancel scheduled time.


Start from scratch

If you don’t have an existing workspace to migrate, or if you’d prefer to set up your Enterprise Grid organization without applying settings from an existing workspace, follow the steps below. 

  1. Sign in to your new Enterprise Grid organization, then click Set Up Your Organization.
  2. Click Set up as a brand new organization, then select Use default organization settings.
  3. Click Get Started, then click Continue. 
  4. From the Admin Dashboard, you can configure your org settings using the left sidebar, then migrate an existing workspace into your org. 


Next steps

Once you’ve migrated a workspace into your org, you can continue to customize the settings to suit your company’s needs. Browse the articles below to learn more about administering Enterprise Grid.

Continue building your Grid org

Configure security preferences

Manage your organization

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