Slack administration: Manage access to Workflow Builder connectors
Using connectors (which each offer a unique set of steps), members of your workspace or Enterprise Grid organization can integrate third-party services into their workflows. In some cases, these connector 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 set this up in advance, or when members request the configuration from Workflow Builder.
Set default availability for connector steps
When app approval is required, 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. Members will be able to request connector steps that are visible but not approved.
Pro and Business+
Enterprise Grid
- From your desktop, click your workspace name in the sidebar.
- Hover over Tools & settings, then click Workspace settings.
- Click the Permissions tab.
- Next to Defaults for workflow steps, click Expand.
- Check or uncheck the box next to Show only approved connector steps in Workflow Builder.
- Click Save.
- From your desktop, click your organization name in the sidebar.
- Hover over Tools & settings, then click Organization settings.
- From the left sidebar, click Settings, then select Organization settings.
- Next to Defaults for workflow steps, click Edit.
- Check or uncheck the box next to Show only approved connector steps in Workflow Builder.
- Click Save.
Set default availability for new connector steps
Periodically, a connector you’ve already approved will have new steps added that can take additional actions in the third-party service. You can set a workspace- or organization-wide permission to decide whether newly-added steps should be automatically available for use.
Pro and Business+
Enterprise Grid
- From your desktop, click your workspace name in the sidebar.
- Hover over Tools & settings, then click Workspace settings.
- Click the Permissions tab.
- Next to Defaults for workflow steps, click Expand.
- Check or uncheck the box next to Show only previously approved steps.
- Click Save.
- From your desktop, click your organization name in the sidebar.
- Hover over Tools & settings, then click Organization settings.
- From the left sidebar, click Settings, then select Organization settings.
- Next to Defaults for workflow steps, click Edit.
- Check or uncheck the box next to Show only previously approved steps.
- Click Save.
Manage connector steps
Approve or deny a connector step
You can approve or deny connector steps ahead of time so that your members don't need to send a request, or change a step to Approval required so that members have to send a request when they want to add it to a workflow.
Pro and Business+
Enterprise Grid
- From your desktop, click your workspace name in the sidebar.
- Hover over Tools & settings, then select Manage workflows to open the Slack Marketplace.
- From the left sidebar, click Workflow steps & triggers.
- Next to a third-party service, click the three dots icon.
- Select Approve, Deny or Change to approval required to allow members to request a connector when they need it.
- From your desktop, click your organization name in the sidebar.
- Hover over Tools & settings, then select Manage workflows.
- From the left sidebar, click Workflow steps & triggers.
- Next to a third-party service, click the three dots icon.
- Select Approve, Deny or Change to approval required to allow members to request a connector when they need it.
Review approval requests
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:
- When you receive a request, open your DM with Slackbot.
- 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 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.
- From your desktop, hover over More, then select Automations.
- Click New Workflow.
- Click the three dots icon, then select Manage integrations.
- Select a connector from the drop-down menu, then click Next.
- Enter the requested configuration details, then click Save.
Review configuration requests
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:
- When you receive a request, open your DM with Slackbot.
- Click Configure Integration, then click Add Integration.
- Select the connector from the drop-down menu, then click Next.
- Enter the configuration details, then click Save.
- 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 Marketplace.
- From your desktop, click your workspace name in the sidebar.
- Hover over Tools & settings, then select Manage workflows to open the Slack Marketplace.
- From the left sidebar, click Requests.
- Click the three dots icon next to the connector.
- Select Approve, Deny or Configure and approve.
You can also manage connector step and configuration requests from the Requests section of the admin dashboard.
- From your desktop, click your organization name in the sidebar.
- Hover over Tools & settings, then select Manage workflows.
- From the left sidebar, click Requests.
- Click the three dots icon next to the connector.
- Select Approve, Deny or Configure and approve.
Tip: You can view all approved connectors from the Workflow steps & triggers section of the Manage apps page in the Slack Marketplace (Pro and Business+ plans) or by selecting Workflow steps & triggers in the Integrations section of the admin dashboard (Enterprise Grid plan).
Set specific access permissions
If you’d like to approve a connector step for only certain members of your workspace, you can set specific access permissions for individual connector steps.
Pro and Business+
Enterprise Grid
- From your desktop, click your workspace name in the sidebar.
- Hover over Tools & settings, then select Manage workflows to open the Slack Marketplace.
- From the left sidebar, click Workflow steps & triggers, then select a connector from the list.
- Next to the step you’d like to manage, click the three dots icon.
- Select Edit who can use this step.
- Choose an option from the drop-down menu, then click Save.
- From your desktop, click your organization name in the sidebar.
- Hover over Tools & settings, then select Manage workflows.
- From the left sidebar, click Workflow steps & triggers.
- Select a connector from the list and click the Steps tab.
- Next to the step you’d like to manage, click the three dots icon.
- Select Edit who can use this step.
- 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 access. 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
- From your desktop, click your workspace name in the sidebar.
- Hover over Tools & settings, then select Manage workflows to open the Slack Marketplace.
- From the left sidebar, click Workflow steps & triggers.
- Click the three dots icon next to a connector and select Manage domains and authentication.
- Add your domains, then click Save.
- From your desktop, click your organization name in the sidebar.
- Hover over Tools & settings, then select Manage workflows.
- From the left sidebar, click Workflow steps & triggers.
- Click the three dots icon next to a connector and select Manage domains and authentication.
- Add your domains, then click Save.
Manage authentication permissions
When someone adds a connector step to their workflow, they can choose how people authenticate with the third-party service — either by sharing the workflow creator’s credentials, or authenticating with their own. If you’d like to require everyone to authenticate with their own credentials, follow the steps below:
Pro and Business+
Enterprise Grid
- From your desktop, click your workspace name in the sidebar.
- Hover over Tools & settings, then click Manage workflows to open the Slack Marketplace.
- From the left sidebar, click Workflow steps & triggers.
- Click the three dots icon next to a connector and select Manage domains and authentication.
- Below How workflow users authenticate, select Require the user's account.
- From your desktop, click your organization name in the sidebar.
- Hover over Tools & settings, then click Manage workflows.
- From the left sidebar, click Workflow steps & triggers.
- Click the three dots icon next to a connector and select Manage domains and authentication.
- Below How workflow users authenticate, select Require the user's account.
- Org Owners/Admins and Workspace Owners/Admins
- Available on paid plans