Periscope supports direct integration with Slack. This allows for quick-linking of individual charts and dashboards into Slack. The only requirement for sharing and viewing a report is that it must be visible by the "All Users" group. Additionally, the unfurled image expires after 7 days.
Setting Up the Periscope Slack App and Required Permissions
Slack integration can be configured from either Slack or Periscope directly. In each case, the Periscope user handling the setup process must have Admin privileges and must also have Slack privileges.
App Configuration - From Slack
The Periscope Slack app can be found from searching through Slack's App Directory, or via the URL:
Clicking the "Visit site to install page" button will redirect users to the Periscope Add-On page shown below:
The "Add to Slack" button prompts users to log in and verify that admin permissions exist for the account. Once this has been confirmed, admins will be asked to officially authorize the integration:
If the logged-in admin has an account on multiple sites, or has Spaces enabled, the UI will first display options to determine exactly which account or space to configure. This will appear prior to the authorization page shown above:
After confirming that the integration is authorized, admins will be redirected to a successful connection page. Users on their site will now be able to link both dashboards and individual charts via Slack.
App Configuration - From Periscope
Within Periscope, site admins can access the "Billing & Authentication" page to enable Slack integration.
From here, admins will have the option to use the "Add to Slack" button to begin enabling the Slack App with Periscope.
If the admin belongs to multiple sites, or has multiple spaces enabled, they will first be asked to specify the exact location of the integration. They will then be faced with one final authorization page:
Disconnecting the Periscope Slack App
Similar to the configuration process, the Periscope Slack App can be disconnected either through Slack or through the Periscope App.
Disconnecting - From Slack
To disconnect the Periscope-Slack integration, the Slack Admin can navigate to the account's App Directory. They would then want to use the "Manage Apps" section to find and remove the Periscope app:
Disconnecting - From Periscope
To disconnect the Periscope-Slack integration from within Periscpoe, a site admin can again navigate to the "Billing & Authentication" page and simply click the "Disconnect" button.
If Spaces are enabled, the admin will have to uncheck each Space where the configuration was established. Upon unchecking each Space and saving, the admin can then use the "Disconnect" button to end the integration.