Slack administration: Manage access to Workflow Builder connector steps

Members in your workspace or Enterprise Grid organization can add connector steps to workflows that can take actions in third-party services. In some cases, these steps will require you to approve or deny their use, or to configure additional details to enable them for your members.


How it works

  • If app approval is required, you can hide connector steps you haven't approved, or allow members to see all available connector steps and request access.  
  • If app approval isn't required, all connector steps will be available for members of your workspace or Enterprise Grid org to use when building a workflow.
  • Some connector steps require additional configuration before they can be used in a workflow. You can configure these in advance, or when members request the configuration from Workflow Builder. 

 

Set default visibility for connector steps

You can choose if members of your workspace or org can see all available connector steps, or whether they’ll only see those you’ve approved.  

Pro and Business+

Enterprise Grid

  1. From your desktop, click your workspace name in the sidebar.
  2. Hover over Tools & settings, then click Workspace settings.
  3. Click the Permissions tab.
  4. Next to Default visibility for third-party steps, click Expand.
  5. Check or uncheck the box next to Show only approved third-party steps in Workflow Builder.
  6. Click Save.
  1. From your desktop, click your organization name in the sidebar.
  2. Hover over Tools & settings, then click Organization settings.
  3. From the left sidebar, click  Settings, then select Organization settings.
  4. Next to Default visibility for third-party steps, click Edit.
    Check or uncheck the box next to Show only approved third-party steps in Workflow Builder.
  5. Click Save.

 

Manage connector steps

Approve or deny a connector step

You can approve or deny a connector step ahead of time so that your members don't need to send a request, or change a step to Approval required so that members can send you a request for connectors when they want to add them to a workflow. 

Pro and Business+

Enterprise Grid

  1. From your desktop, click your workspace name in the sidebar.
  2. Hover over Tools & settings, then select Manage workflows to open the Slack App Directory.
  3. From the left sidebar, click Workflow steps.
  4. Next to a third-party service, click the   three dots icon.
  5. Select Approve, Deny or Change to approval required to allow members to request a connector when they need it.
  1. From your desktop, click your organization name in the sidebar.
  2. Hover over Tools & settings, then select Manage workflows.
  3. From the left sidebar, click Workflow steps.
  4. Next to a third-party service, click the   three dots icon.
  5. Select Approve, Deny or Change to approval required to allow members to request a connector when they need it.


Review approval requests sent by Slackbot

When a member requests approval for a connector step, you'll receive a direct message (DM) from Slackbot with the name of the third-party service, the person who requested it, a list of steps and the actions they take, and additional comments if available. Here's how to review these requests: 

  1. When you receive a request, open your DM with Slackbot.
  2. Click Approve or Deny. Denying a request will remove access to the connector steps in Workflow Builder.

When a request is approved or denied, Slack will update the request message to reflect the status and the person who made the request will be notified.

 

Configure connector steps

Some connectors require additional configuration before they can be used in a workflow so that your members can connect to your instance of the third-party service. Configuration generally includes adding subdomains or other setup details from the third-party service to Slack. If a member sends a request to use a connector step, you can configure the connector at the same time as you approve it. If app approval isn't required, or if a connector step is approved but has not been configured, your members will see a prompt in Workflow Builder to request the configuration when adding a step to their workflow. 


Add a configuration

If you'd like to configure a connector before your members request it, you can do so in Workflow Builder.

  1. From your desktop, hover over   More, then select  Automations
  2. From the left sidebar, click   Workflow Builder.
  3. Click the   three dots icon, then select Manage integrations
  4. Select a connector from the drop-down menu, then click Next
  5. Enter the requested configuration details, then click Save.  

 

Review configuration requests sent by Slackbot

When a member requests a connector configuration, you'll receive requests via Slackbot DM. Requests will include the name of the third-party service, the person who requested it, and additional comments if available. Here's how to review: 

  1. When you receive a request, open your DM with Slackbot. 
  2. Click Configure Integration, then click Add Integration
  3. Select the connector from the drop-down menu, then click Next
  4. Enter the configuration details, then click Save
  5. If app approval is required, return to your Slackbot DM, then click Approve

Once you've completed the requested configuration (and approved the step, where necessary), Slack will update the request message to reflect the status and the person who made the request will be notified. 

Review outstanding requests

Pro and Business+

Enterprise Grid

When app approval is required, you can also manage connector step and configuration requests from the Requests section of the Manage Apps page in the Slack App Directory.

  1. From your desktop, click your workspace name in the sidebar.
  2. Hover over Tools & settings, then select Manage workflows to open the Slack App Directory.
  3. From the left sidebar, click Requests.
  4. Click the   three dots icon next to the connector.
  5. Select Approve, Deny or Configure and approve

Note: The Requests section will only appear in the App Directory if app approval is enabled.

You can also manage connector step and configuration requests from the Requests section of the admin dashboard. 

  1. From your desktop, click your organization name in the sidebar.
  2. Hover over Tools & settings, then select Manage workflows.
  3. From the left sidebar, click Requests.
  4. Click the   three dots icon next to the connector.
  5. Select Approve, Deny or Configure and approve.

Tip: You can view all approved connectors from the Workflow steps section of the Manage apps page in the Slack App Directory (Pro and Business+ plans) or by selecting Workflow steps in the  Integrations section of the admin dashboard (Enterprise Grid plan).

 

Set specific access permissions

You can decide who can use connector steps you've approved by setting specific access permissions. 

Pro and Business+

Enterprise Grid

  1. From your desktop, click your workspace name in the sidebar.
  2. Hover over Tools & settings, then select Manage workflows to open the Slack App Directory.
  3. From the left sidebar, click Workflow steps, then select a connector from the list.
  4. Next to the step you’d like to manage, click the   three dots icon.
  5. Select Edit who can use this step.
  6. Choose an option from the drop-down menu, then click Save.
  1. From your desktop, click your organization name in the sidebar.
  2. Hover over Tools & settings, then select Manage workflows.
  3. From the left sidebar, click Workflow steps.
  4. Select a connector from the list and click the Steps tab.
  5. Next to the step you’d like to manage, click the   three dots icon.
  6. Select Edit who can use this step.
  7. Choose an option from the drop-down menu, then click Save.

 

Manage allowed domains

When adding connector steps to a workflow, the person building the workflow will need to connect their account from that service to authorize its use by the workflow. By default, people will be able to use an account on any domain, but you can create an allowlist to specify which domains members of your workspace or org can use.

Pro and Business+

Enterprise Grid

  1. From your desktop, click your workspace name in the sidebar.
  2. Hover over Tools & settings, then select Manage workflows to open the Slack App Directory.
  3. From the left sidebar, click Workflow steps.
  4. Click the   three dots icon next to a connector and select Manage domains and authentication.
  5. Add your domains, then click Save.
  1. From your desktop, click your organization name in the sidebar.
  2. Hover over Tools & settings, then select Manage workflows.
  3. From the left sidebar, click Workflow steps.
  4. Click the   three dots icon next to a connector and select Manage domains and authentication.
  5. Add your domains, then click Save.

 

Manage authentication permissions

When someone adds a connector step to their workflow, they can choose whether people who run the workflow authenticate with their own account for the third-party service or if they can use the workflow creator’s credentials to skip the authentication step. To require everyone to authenticate with their credentials, follow the steps below:

Pro and Business+

Enterprise Grid

  1. From your desktop, click your workspace name in the sidebar.
  2. Hover over Tools & settings, then click Manage workflows to open the Slack App Directory. 
  3. From the left sidebar, click Workflow steps
  4. Click the    three dots icon next to a connector and select Manage domains and authentication.
  5. Below How workflow users authenticate, select Require the user's account
  1. From your desktop, click your organization name in the sidebar.
  2. Hover over Tools & settings, then click Manage workflows
  3. From the left sidebar, click Workflow steps.
  4. Click the    three dots icon next to a connector and select Manage domains and authentication.
  5. Below How workflow users authenticate, select Require the user's account
Who can use this feature?
  • Org Owners/Admins and Workspace Owners/Admins
  • Available on paid plans