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, select the Slack workspace from the drop-down list. If the workspace isn't shown:
   1. Select Add another workspace from the drop-down list.
      The Sign in to your workspace page opens.
   2. Enter your workspace’s Slack URL and 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 Collibra Platform is connected to the Slack workspace.
• You have an account for a Slack workspace.
• Your Collibra Platform isn't already connected to a different Slack workspace.

Steps

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