Connecting OrgAcuity to Slack and Microsoft Teams

This guide walks you through connecting OrgAcuity to Slack and/or Microsoft Teams so that survey invitations and reminders can be delivered directly to your employees via direct message.

You can connect one or both platforms. Employees who are not found on a connected platform will still receive their survey invitation via email.

Prerequisites

• You must be an Integration Admin in OrgAcuity
• For Slack: You must be a Slack Workspace Admin (or have permission to approve app installations)
• For Microsoft Teams: You must be a Microsoft 365 Tenant Administrator (or Global Admin) to grant consent

Step 1: Navigate to Connectors

1. Log in to OrgAcuity
2. Navigate to the gear located on the top right-hand corner of the screen and click Admin Center
3. Navigate to the pop-up panel located on the on the left-hand side of the screen. Under Integrations, click Connectors

Step 2: Choose your Connector

Connect Slack

1. Find the Slack card and click Get Started
2. You will be redirected to Slack's authorization page
3. Review the permissions that OrgAcuity requires:

• Send messages — So we can deliver survey invitations and reminders via direct message
• Open direct message channels — So we can start conversations with your employees
• View user profiles — So we can match employees in OrgAcuity to Slack users
• View email addresses — So we can look up Slack users by their work email

1. Click Allow to authorize OrgAcuity in your workspace
2. You will be redirected back to OrgAcuity. The Slack card should now show Connected along with your workspace name
3. Click Test Connection to send yourself a test DM and confirm delivery

> You can also find OrgAcuity in the Slack App Directory by searching for "OrgAcuity" and clicking Add to Slack.

Connect Microsoft Teams

1. Find the Microsoft Teams card and click Get Started
2. You will be redirected to Microsoft's admin consent page — sign in with your tenant admin account
3. Review the permissions that OrgAcuity requires:

• Chat.Create — So we can create direct message conversations with your employees
• ChatMessage.Send — So we can send survey invitations and reminders via DM
• User.Read.All — So we can look up employees by their work email

1. Click Accept to grant consent for your organization
2. You will be redirected back to OrgAcuity. The Teams card should now show Connected along with your tenant name
3. Click Test Connection to send yourself a test DM and confirm delivery

> Note: These are application-level permissions, meaning OrgAcuity can send messages to any user in your tenant. Messages are only sent to employees who are active in your OrgAcuity worker list.

> You can also find OrgAcuity in the Microsoft Teams App Store by searching for "OrgAcuity".

Using Slack and Teams for Surveys

Once connected, you can send survey invitations and reminders via Slack and/or Teams DM:

1. When creating or editing a survey, go to the Invitation step
2. Check Slack and/or Microsoft Teams under distribution methods
3. Customize the message for each platform using the message editor

• You can use variables like {{user_name}} , {{survey_name}} , {{survey_link}} , and {{org_name}}

1. When the survey launches, OrgAcuity will send a DM to each employee whose work email matches a user on the connected platform
2. Employees who are not found on Slack or Teams will still receive their survey invitation via email

Disconnecting

To disconnect from within OrgAcuity:

1. Follow the steps in Step 1 to navigate to Connectors
2. Click Disconnect on the communicator service from which you want to disconnect.

Frequently Asked Questions

What data does OrgAcuity access? OrgAcuity only reads user email addresses and basic profile information to match employees. It does not read messages, channels, files, calendars, or any other workspace data.

Can OrgAcuity read my employees' messages? No. OrgAcuity can only send direct messages. It cannot read chats, channels, files, or any other content in your Slack workspace or Teams environment.

Why does Microsoft Teams require admin consent? OrgAcuity uses application-level permissions to send messages to employees on behalf of your organization. This is the standard Microsoft pattern for automated notifications and requires a tenant admin to approve.

What happens if an employee isn't on Slack or Teams? They will still receive their survey invitation and reminders via email. Slack and Teams are additional delivery channels, not replacements for email.

Can I customize the messages? Yes. When setting up a survey, you can edit the message content for each platform in the survey wizard's distribution step.

Who receives messages? Only employees whose work email in OrgAcuity matches a user on the connected platform. OrgAcuity never messages users outside of your employee list.

Can I use both Slack and Teams at the same time? Yes. You can connect both platforms and enable both as distribution methods for a survey. Each employee will receive a message on whichever platform matches their work email.

Need Help?

If you run into any issues during installation, contact our support team at support@orgacuity.com.