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Channel policy

Manage your private channel members in Slack, grant access when your channel policies are accepted!

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Actioner connects your Slack workspace and shares your channel policies with members who want to join selected private channels. ### Features - When a user wants to join a private channel, Actioner sends channel policies via DM. - Once user accepts the policy, she is automatically invited to channel. - You can set Actioner to send workspace policy whenever a new member joins your Slack workspace. - You can see the list of users who accepted or did not accept policies. - You can get user lists daily, weekly or monthly. ### How to get started #### Step 1. Install & set up 1. Install the app to your Actioner workspace. 2. Connect your Slack and go to next step. 3. Run **Set up policies for private channels**. - Enter the ID of your private channel. You can find channel ID by navigating to your channel in Slack and clicking on channel name. - Enter the name of your private channel. The name will be used in the DM sent to the users. - Enter your policies that will be sent your users before joining this channel. 4. Optionally run **Set up policies for users who join your Slack workspace**. When new members join your Slack workspace, Actioner sends them your workspace policy. You can skip this step if you do not need such a flow. #### Step 2. Create your Slack app 1. Go to **Description** tab and find **Create a Slack app** option under … menu at top right. 2. Follow the steps on the opening page. - Go to App configuration tokens page. - **Generate token** by selecting your Slack workspace. - Click **Copy** button under the **Access Token** column and paste it into **Your app configuration token** field in Actioner. 3.Enter app details by providing its name, Slash command, short and long description. ![Create slack app](https://images.actioner.com/public-website/apps/private-channel/create-slack-app.png) 4. When all is set, click **Create & install**. 5. Do not close this page. #### Step 3. Add scopes to your Slack app This is required to get this app working in private channels. 1. In a new tab, go to **Your Apps** page in Slack API and navigate to your app. 2. Find **App Manifest** from left menu and add below scopes to the YAML file and **Save Changes**. ` - groups:write` ` - groups:read` ![manifest](https://images.actioner.com/public-website/apps/private-channel/manifest.png) 3. Find the warning at the top of your screen and **Click here to verify**. 4. Reinstall your app. ![reinstall](https://images.actioner.com/public-website/apps/private-channel/reinstall.png) 5. You'll be directed to a page to allow the new app in your Slack workspace. Click **Allow** to continue. 6. Do not forget to invite your Slack app to your private channels. ### How to request to join In Slack, find Actioner shortcut and run **Join a private channel** action by selecting the channel you want to join. You'll get a direct message with the channel policy. Once you accept, you'll automatically be invited to the selected channel.

Workflows

Set up policies for private channels

Run this workflow to specify policies to join your private channel. Whenever a user want to join this channel, she will be prompted to Accept the rules you specified in your policy. Once accepted, the user will automatically be invited to your channel. To run this workflow, 1-Enter the ID of your private channel. You can find the channel ID by navigating to your channel in Slack and clicking on the channel name. 2-Enter the name of your private channel. 3-Provide your channel policies.

Accept

Run this workflow to accept the policy to join the selected private channel. Once you accept, you'll be automatically invited to the selected channel.

Update message when workspace policy is accepted

This workflow is automatically run when the workspace policy is accepted by a new Slack workspace member.

Send policy when a new member joins Slack workspace

This workflow is automatically run when a new user joins your Slack workspace.

Join a private channel

Run this workflow to join the selected private channel.

Invite user to private channel

This workflow invites a user to the selected private channel, when she accepts channel policies.

Send policy when a user joins Slack workspace

This workflow sends the workspace policy to the user who joins Slack workspace.

Set up policies for users who join your Slack workspace

Run this workflow to specify the workspace policy to be sent to users who join your Slack workspace. Whenever a user joins your Slack workspace, she will be prompted to Accept the rules you specified in your workspace policy. To run this workflow, 1-Enable Send policy when a user joins your Slack workspace option. 2-Provide your workspace policy. Note that if you do not need such a flow, you can skip this step.

List users

Run this workflow to list: 1-Users who accepted workspace policy 2-Users who did not accept workspace policy 3-Users who did not accept private channel policies

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