Slack & Teams Integrations: Admin Configuration

Complete the steps below to configure the Slack/Teams integrations.

1. Click Admin on the sidebar menu and select Integrations Library.
   
    
2. Click the Marketplace tab.
   
    
3. Locate and select Microsoft Teams for PSA Workflow or Slack for PSA Workflow in the Workflow Communicator section.
   
    
4. Click the Configure button.
   
    
5. The Initial Configuration section is automatically populated. Click the Next button.
   
    
6. The Instance Configuration section is automatically populated. Click the Finish button.
   
    
7. Each user in your Rev.io PSA environment who wants to configure Rev.io PSA notifications in Slack or Teams will need to complete their individual user configuration. See the Slack & Teams Integrations: User Configuration article for more information.