App Destination Setup

Herd integrates seamlessly with the communication tools your team already uses—so you can bring security trainings directly to the users. By connecting your workspace to applications like Slack and Microsoft Teams, you can ensure trainings reach the right people without workflow disruption.

This section provides step-by-step instructions for setting up each destination, including required authentication, and best practices. Once connected, Herd will automatically deliver notifications, summaries, and updates to your chosen channels, helping your team stay aligned in real time.

What You'll Find Here

• Slack Setup — Step-by-step instructions on connecting Herd with your Slack workspace. Once completed, users will be synced automatically, and you'll optionally extend access management by syncing Okta users and groups.

• Microsoft Teams Setup — Guidance to authorize Teams integration, and how to download the Herd app in Teams for quick access to training content.

Before You Begin

• Make sure you have admin privileges in your Slack workspace or Microsoft Teams tenant.

• Confirm that your organization’s security and compliance settings allow app integrations.