Configure a Slack Workspace for the Related Items Pane

Before you configure the Related Item Navigation integration in CSM, you must configure your Slack workspace.

This task is part of a larger workflow: Configure Slack for the Related Items Pane.

To configure Slack for the Related Item Navigation integration:

  1. Verify that you have administrative rights to the Slack workspace.
  2. Create a Slack application.
    See https://api.slack.com/start/overview#apps.
  3. Grant the following permissions (scopes) to the bot user:
    • users:read
    • users:read:email
    • channels:history
    • channels:read
    • channels:manage
    • chat:write
    • groups:history
    • groups:read
    • groups:write
    • im:history
    • im:read
    • im:write
    • mpim:history
    • mpim:read
    • mpim:write
  4. Copy the Bot User OAuth Access Token. You'll add this to CSM.
    See Configure Third-party Chat Integration Settings for Slack.

Next task: Configure Third-party Chat Integration Settings for Slack.