How to Install the Slack Integration

This guide walks through connecting your Invup organization to a Slack workspace, what happens after installation, and how to disconnect if needed.


Prerequisites

Before you begin, make sure you have:

Each Slack workspace can only be connected to one Invup organization. If the workspace is already connected elsewhere, you'll need to disconnect it from that organization first.


Step-by-Step Installation

1. Navigate to the Slack integration page

Go to Settings > Integrations and click on the Slack card.

Admin - Slack Card.png

2. Click "Connect to Slack"

On the Slack integration detail page, click the Connect to Slack button in the top-right corner. You'll be redirected to Slack's authorization screen.

Admin - Slack Integration Page.png

3. Authorize Invup in Slack

Slack displays an authorization screen asking you to approve Invup's access to your workspace. Review the permissions being requested and click Allow.

Admin - Slack Authorization.png

The permissions Invup requests allow it to:

4. Confirm the connection

After authorizing, you're redirected back to Invup. The Slack integration page now shows a Connected status with three pieces of information:

Admin - Slack Connected.png

A success notification confirms the workspace is connected.


What Happens After Installation

Team member linking

Immediately after connecting, Invup automatically matches your team members to Slack users by comparing email addresses. If a team member's email in Invup matches a Slack user's email, they're linked and will start receiving daily prompts.

This linking continues automatically:

Daily prompts begin

Once team members are linked, they'll start receiving daily time tracking prompts at the configured time (default: 4:45 PM in your organization's timezone). You can adjust the prompt time and working days in Settings > Organization.

What to check

After installation, verify the following:

  1. Go to the integration page and confirm the workspace name is correct.
  2. Check team member linking — the integration page shows how many team members are mapped. If some aren't linked, their Invup and Slack emails likely don't match.
  3. Adjust prompt settings — go to Settings > Organization to configure the prompt time and which days of the week prompts are sent.

Disconnecting the Integration

If you need to remove the Slack integration:

  1. Go to Settings > Integrations > Slack.
  2. Click the Disconnect button in the top-right corner.
  3. A confirmation dialog appears: "This will stop all Slack time tracking prompts for your organization. Are you sure?"
  4. Confirm to disconnect.

Disconnecting:

You can reconnect the same workspace at any time by following the installation steps again.


Troubleshooting

"Connect to Slack" redirects but nothing happens

Make sure you have permission to authorize apps in your Slack workspace. Some workspaces restrict app installation to Slack workspace admins. Ask your Slack administrator to approve the Invup app.

Team members aren't linked after installation

Invup matches by email address. If a team member's Invup email doesn't match their Slack email, they won't be linked automatically. Update the email in either system so they match, and the next sync will link them.

Workspace is already connected to another organization

Each Slack workspace can only be connected to one Invup organization. If you see an error about the workspace being in use, the workspace must be disconnected from the other organization first.


Revision #1
Created 21 March 2026 18:04:36 by Ope
Updated 21 March 2026 18:24:00 by Ope