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Before you get started

You should know which Slack plan you’re subscribed to. If you’re unsure which plan you’re on, click the organization name in the top left corner of Slack. The plan will be under the organization’s name.

If you’re on the Slack Free, Business, or Pro plan, you can integrate the workspace with Rootly.

Slack Enterprise Grid users can add Rootly at the organizational level, allowing Rootly to be installed in multiple workspaces. Leverage Slack’s Multi Workspace Channels to connect response teams from different workspaces in your Organization.

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Integrate with Slack Free, Pro, or Business plan

Rootly Account Requirement: Must be an Admin or Owner

Slack Account Requirement: Must be a workspace Admin or Owner

1

Step 1

Go to Configuration. Click Connect Slack in the top-right corner.

Alternatively, go to Configuration > Integrations and select Setup under the Slack logo.

2

Step 2

Select Other Slack Plans.

3

Step 3

Choose the Slack workspace to integrate with from the top-right corner. Review the requested permissions and click Allow to continue.

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Integrate with Slack Enterprise Grid plan

Rootly Account Requirement: Must be an Admin or Owner

Slack Account Requirement: Must be an Organization Admin or Organization Owner

You must be logged into both accounts to complete setup

In Rootly:

1

Step 1

Go to Configuration. Click Connect Slack in the top-right corner. Alternatively, go to Configuration > Integrations and select Setup under the Slack logo.

2

Step 2

Select Slack Enterprise Grid.

3

Step 3

Choose the Slack organization to integrate with from the top-right corner. Review the requested permissions and click Allow to continue.

4

Step 4

In the top-left corner, click the organization name.

Hover over Tools & settings, then click Organization settings.

From the left sidebar, go to Integrations > Installed apps and find the Rootly app.

5

Step 5

Select the three-dot icon on the right and select Add to more workspaces.

6

Step 6

Select which workspaces to add the Rootly app to. Then, check the box “Default for future workspaces” to automatically add the app to any new workspaces in your organization.

Click Next.

7

Step 7

Check the box next to “I’m ready to add this app” then click Add App.

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Workspace Setup

After connecting Slack, go to Configuration > Slack to set smart defaults and manage alerts.

  • Set a channel for incident creation

  • Team notifications: Set the default announcement channel and alert specific groups for high-severity incidents

  • Smart Reminders: Have the Rootly app remind users to add roles, update the status page, and keep on task.

  • Updates: Keep your team updated throughout the incident.

  • Incident Slack Channels: Set channel naming conventions, add bookmarks to the webapp, and auto-update incident tpocs

  • Interactions: Use Emojis to pin messages, add follow actions, and add tasks.

  • Archive channels: Incident channels can be archived up to a month after resolution.

  • Members: Require members to connect to Slack or track incident access.

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