Set up Slack integration

Administrators are users who have the SysAdmin global role. Before any user can complete the Slack integration, administrators must connect Collibra Platform to the Slack workspace.

Prerequisites

• A Slack workspace is available.
• Appropriate Collibra user accounts are added to the Slack workspace.
• You have coordinated with your internal IT department to complete your internal approval process. This may involve application, security, and privacy reviews, depending on your organization's policies.

Steps

1. On the main toolbar, click → Settings.
2. In the General section, click External Apps.
3. For the Slack app, click Activate.
   The Slack Request Permissions page opens, requesting permission to access a Slack workspace for Collibra Platform.
4. In the upper-right corner, in the drop-down list, select the Slack workspace. If the workspace isn't shown:
   1. In the drop-down list, select Add another workspace.
      The Sign in to your workspace page opens.
   2. Enter your workspace’s Slack URL, and then click Continue.
      The Sign in to <workspace name> page opens.

A request is sent to your IT administrator for approval. Please work with your IT team to complete the approval process.

Prerequisites

• Your administrator has activated the Slack app for your Collibra instance.
• You have an account for a Slack workspace.
• Your Collibra environment connects exclusively to one Slack workspace.

Steps

1. On the main toolbar, click your avatar → Profile.
2. On the Notification Settings tab, in the External app notifications section, click the Connect button next to Slack.
   A confirmation message appears. You also receive a Slack notification in the connected workspace indicating that Collibra is set up.