You can add Chartio to different channels across all your Slack Workspaces. To add Chartio to a Slack Channel, follow the steps below:
Go to the Settings page from the top navigation bar and scroll down to find the Integrations section.
Click the +Add Slack Channel button to integrate your Slack account with Chartio. You’ll be directed to page to choose a Slack Workspace and Channel. Only channels that you are a member of will show up on the Channel Dropdown.
Once you’ve selected the channel and room, you can click Authorize. You will be directed back to the settings page in Chartio where you can view the Slack Integration you’ve just added.
Sharing Chart to Slack
To share a chart on Slack, select a chart you wish to share and open the chart menu.
Select Share to Slack. A pop-up will open, prompting you to select the room you want to share the chart to and type a message (optional). Once completed, click Share!
What Happens in Slack
An automated message will appear in each channel you’ve added as a Chartio Slack Integration that indicates you’ve added an integration. The shared chart will appear in the selected channel with the message, link to chart, user who shared the chart, and chart image like below:
Things to Note
- Adding Slack Channels to the Integrations tab in Chartio will allow any user in the Chartio application to share in those channels regardless of Slack Permissions. This means that a user could share to a channel that they don’t have permission to access in Slack.
- Slack Channels can only be added and removed by a Chartio Owner
If you are not a Slack Admin, you will encounter the error below when trying to add a Slack Channel. Verify on the upper right hand corner of the page that you have selected a Workspace to which you have Admin Access. If you do not have Admin access to any Slack Workspace, you will need to contact your Slack Admins to add the Slack Integration.