Sococo allows integrating your Sococo account with a Slack account. Slack integration is embedded in the user management and the chat feature. This way you can invite your Slack team members to join Sococo, you can log in to Sococo using your Slack account, and chat with Slack members and in Slack channels from the Sococo app.
Below you can find detailed and complete instructions in integrating your Sococo space with Slack and using its integrated features.
Sococo allows integration with Slack on a space level. This means that if you have several Sococo spaces in your Org, you can integrate them with same or different Slack workspaces, or integrate only some spaces from your Sococo Org.
Integrating a Sococo space with Slack is a two-step process:
- A Sococo space is mapped to a Slack team which results in:
- The Sococo space being associated with the Slack team in the Sococo system (mapped via Slack-granted access token).
- Installing the Sococo app within the Slack workspace.
Note: The user executing these steps must have the privileges to install apps in Slack. See the Mapping a Sococo Space to a Slack Team section below for details.
- Each existing Sococo user can be mapped to a Slack identity. Users can map themselves by logging to Sococo natively (using their Sococo credentials) and then explicitly mapping their Sococo identity to a Slack identity via an OAuth access token granted by Slack. Existing Sococo users integrate Slack using the Chat feature.
Note: Sococo spaces are authorized to a Slack Team using a 1:1 mapping scheme. If a Sococo user is not a part of the Slack team, they cannot use the Slack integration in that Sococo space.
If you do not have your Sococo user credentials yet, you can log in to Sococo directly as a new user with your Slack credentials.
Slack Integration Process:
Mapping a Sococo space to a Slack Team
You have to be an Administrator or Space moderator to complete the following steps:
Open the menu by clicking the hamburger icon on the top-left corner of the Sococo app, and select SETTINGS from the menu.
Select the Slack Integration option under the Integrations section, and select the CONNECT option:
- Follow the Slack authorization flow.
NOTE: If you need to change the Slack workspace, select the Sign in to another workspace option on the top-right side. The authorizing Slack user will need privileges to install apps in Slack.
Once integrated, you can turn on the option to require an invitation for Slack team members to join the Sococo organization:
You will see a list of Sococo space members, which reflects their authorization status.
Approving Sococo in Slack
You need to setup Slack to approve the Sococo app:
On your Slack client, go to Administration > Manage apps.
Under Apps, type Sococo in the Title Includes field and click on the Approve button:
Logging in with Slack Credentials
New Users with Slack Integration
For new Sococo users, the easiest and recommended way to authorize your Sococo identity is to log in with your Slack credentials.
- The Slack team that you authorize will determine which Sococo space you will have access to.
- You will have access to all Sococo spaces mapped to your Slack team.
- If there are currently no spaces mapped to your Slack team, a new Sococo space will be created and mapped to your Slack team.
- Navigate to the Sococo app.
- Select MORE WAYS TO LOG IN.
- Select the option to LOG IN WITH SLACK.
- Follow the Slack authorization flow:
Integrating an Existing Sococo User with Slack
For existing Sococo users (users who are members of existing spaces prior to the Slack team integration), integration steps are different. Log in with your existing Sococo credentials first, and then integrate to Slack using the chat.
Your explicit authorization is required before you can use Sococo chat to send messages to users in Slack.
To do this, open a Private (person-to-person) chat window and follow the instructions found on the yellow bar at the top of the chatbox:
Note: Selecting the CONNECT TO SLACK option will open a Slack authorization pop-up that will allow you to authorize access to Slack. If you are using Sococo via Chrome, you may need to allow the pop-ups.
Chat with People on Your Slack Team from Sococo
Chatting with Any Slack Team Member from Sococo
Once a Sococo space is mapped to a Slack team, all Slack team members will be able to access that Sococo space. They do not need to be invited.
The list of all Slack team members will be available on the People Pane in Sococo. You may chat with any Slack team member or ask any Slack team member to join a meeting room in Sococo.
To chat with any Slack team member from Sococo:
- Click on Find on your People pane
Search for the slack name of the Slack user you want to chat with
Click on Open chat for the user, and a chat window will open at the bottom-right part of your Sococo app. At the header of the chat, you can see that the chat is done via Slack.
- You will also receive chats in Sococo from any Slack team members who send you a direct message from Slack.
- You will also notice that the Sococo chat window will show the chat message history from Slack.
Getting a Slack User (to Join a Room)
To get a Slack user to join your room in Sococo:
Right-click on the user's avatar in the People pane and select Get <Username>:
The Slack user will receive a direct message in Slack from Slackbot stating that <Slack username> has sent an invite to meet in Sococo:
A user can respond to invite from Sococo by simply clicking the Please click here to join! in the Slack direct message:
NOTE: Get notifications/messages are received from the Sococo app user as a Slackbot direct message, not from the user who sent the invite.
Navigating Multiple Sococo Spaces Mapped to the Same Slack Team
Any member of a Slack team logging in to Sococo can view and access all Sococo spaces mapped to that Slack team using the Sococo space drop-down list:
Starting and Joining Sococo Meetings from Slack
You can start a meeting in a Sococo room by using the
/sococo command on Slack:
There are several ways to use the
Inviting All Members of a Channel
/sococo command in a channel without any input parameters will result in:
@channelstyle message sent to the channel with a link to the Sococo meeting room:
Any member of the channel can join the meeting by clicking the link.
The meeting will be hosted in the largest available (empty) room in the Sococo space mapped to the channel.
Inviting Specific Members only
You can use the
/sococo command to invite specific users to a meeting and select the destination meeting room.
/sococo [@user1, @user2, @user3,...] [destination space name] [destination room name]
/sococo @jon @jane @justin @john Conference A
When multiple Sococo spaces are mapped to a single Slack team, the
/sococo command will use the following rules to determine which space to route the users to:
If a space name is specified in the slash command, the space name specified will be used.
If a space name is not specified in the slash command, the first space (the oldest space created) will be used. One or more spaces can be mapped to a Slack team.
Mapping Sococo Spaces to Large Slack Directories
Many large Slack organizations apply a Team Channel organization pattern. This creates a channel for each organizational team within Slack and invites the members of those teams to the channel.
To map Team Channels to spaces and rooms in Sococo, follow these steps:
For each space needed:
Onboarding Slack Team Channels
For each Slack Team Channel:
Identify the Sococo space and room that you want to map to the specific Slack Channel.
Recommendation: Label the room with the same name as the Slack Channel.
Log in to Slack.
/sococo 'spacename' 'roomname'command from the Slack channel (where
'roomname'are the targets identified in Step 2a) to invite all channel members into their Sococo room for the first time:
Each member will onboard by clicking the Please click here to join! link generated by the
Clicking the link will ask the members to authorize Slack and establish their membership in the target space, which will place them in their designated channel room:
Ask each member to set the channel room as their home room by clicking on the Set as home room option. Members should also select the Add to starred option for every member of their Slack Channel Team:
To initiate a meeting from Slack on demand, anyone in the channel team can issue a
/sococo 'spacename' 'roomname'command on the Slack channel. The command invites all members of that Slack channel to the team's Sococo room.
When in the Sococo team room, members will have the ease of access to their channel team members via the Starred favorites.