Slack Training Setup

Connect Slack with Herd to deliver trainings, messages, and policy acknowledgements through Slack. This is the most common way that organizations utilize Herd.

Slack Setup Overview

The Slack Connection lets you approve and manage the integration between Herd and your company’s Slack workspace. Once connected, users sync automatically, ensuring Herd stays aligned with your organization’s directory and communication workflows.

Prerequisites for Slack Connection

• Slack Admin Access – You must be a Slack Workspace Admin (or have the necessary permissions) to approve and authorize the integration.

• Herd Admin Role – Only Herd admins can configure and manage the Slack connection.

• Active Slack Workspace – Your organization needs an active Slack workspace connected to all relevant users.

• Internet Access & Authentication – Ensure you can log into both Slack and Herd to complete the connection flow.

Step 1: Start Slack App Connection

1. Log in to your organization's Herd Security Admin Console.

2. On the left side navigation, select Settings, then switch to the Integrations tab.

3. Find the Slack card in the Messaging section.

1. Click the Connect button (it reads Reconnect if Slack is already installed).

2. This should reroute you to a page to approve the Herd Slack App to your Organizations Slack.

*Note that as of Dec 2025, Herd's app is not public on the Slack Marketplace. You may see a warning saying that Herd is NOT approved. Please ignore this for the time being.

Step 2: Connect Slack To Herd

1. On the screen you're on, approve the Slack connection.

2. Once completed it should automatically add the Herd Slack App to your organization. You may need to search for it in your Slack.

Step 3: Confirm Successful Connection

1. Back on the Slack integration, click Sync Users to pull your workspace members into Herd (this also happens automatically after connecting).

2. In order to test a successful connection, simply check the Users page in the Herd admin console.

3. If you see the users from your organization in, then you have successfully synced.

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Advanced: Use a Custom Slack Bot

Most organizations connect using Herd's standard Slack app (the steps above). If you'd rather run Herd through your own Slack app — for example, to control branding or scopes — you can supply a custom bot instead.

1. Create a Slack app in your workspace and install it.

2. In the Herd admin console, open Settings and expand the custom Slack bot option on the Slack integration.

3. Provide the following two values from your Slack app:

   • Bot User OAuth Token — found in your Slack app's OAuth & Permissions page.

   • Signing Secret — found in your Slack app's Basic Information page.

4. Save the configuration. Herd will use your custom bot to deliver trainings and notifications.

The custom Slack bot is an advanced option. If you're unsure, use the standard Herd Slack app described above.