Link Quickstart Guide
This guide will walk you through getting started with Conclude Link.
Start here
In this guide we will cover:
- How to sign up for an account
- Navigating the Admin settings
- Selecting and linking teams
- Linking your channels
- How to create direct chats
Step 1: Sign up for an account
To get started, click on the “Get started” or “Sign Up” button on our website and follow the provided prompts.
During the sign-up process, you will be directed to a page where you can select your primary messaging platform (Slack or Microsoft Teams).
Important: in order to add Conclude to your Microsoft Teams account or Slack workspace, you must have admin privileges. If you don’t have admin permissions, contact your admin or click here to book a call.
After you click on Sign in with Slack, you should see the following
This will establish the connection between Conclude and your Slack workspace.
Next, select Sign in with Microsoft to start the Microsoft authentication process.
To ensure proper functionality and integration with Conclude Link, sign in with the Microsoft account associated with your preferred Microsoft Teams space.
Once you’ve successfully completed the Microsoft authentication process, you should see the following:
To set up an account for your organization, provide the necessary information and click on Create account. You will then be directed to the following page:
Note: if you don’t have permission to do this, you will need to speak to your Microsoft Teams Admin.
- Click on Let’s get started to access the Conclude Dashboard where you can continue setting up the integration between Microsoft Teams and Slack
- From the Dashboard you can configure the specific teams and channels you want to link
Step 2: Enable Conclude Link in the Dashboard
The Dashboard is your mission control center. The sidebar contains different sections, including Get Started and Settings.
When you first land on the Dashboard, you will be directed here. To enable Conclude Link, click the Enable Links button or toggle the switch in the upper right corner of the box.
Step 3: Select teams and start linking channels
The Settings section on the sidebar includes User settings where you can manage your personal information and the Admin settings.
From the Admin settings, admins can access the workspaces and teams for Slack and Microsoft Teams that they want to create links between. Here, admins will find the following:
Account overview: This tab provides admins with an overview of Conclude features, including the number of synchronized channels, active users, and their billing plan
Account settings: In this tab, admins have the ability to modify the organization’s name and other relevant information, including address and country
Admin roles: In this tab, Admins can invite additional Admins to the account. Only Account Owners and Account Admins have the authority to manage teams and link channels. Regular users do not have the ability to add teams or link channels
Connected workspaces: Admins can view and manage different teams and workspaces associated with the organization’s account (which are connected to Conclude), and add or remove any by simply clicking on them. If a team or workspace isn’t listed, admins have the option to add new ones by going through the sign-up process with Slack or Microsoft again
💡 Tip: If you haven’t created an account during the onboarding process, when you access the Admin settings, you will be automatically directed to the Create account tab.
Here, you can provide details, including the organization name (mandatory). Once the account is created, you can access other settings within the Admin settings.
After adding your Microsoft Teams teams and Slack workspaces to the Connected workspaces tab, navigate to the Link tab on the sidebar to create links or direct chats.
In this tab you will find the following options:
- Channels: Select the different workspaces and teams on Slack and Microsoft Teams where you want channels to be linked
- External links: Follow the prompts to connect channels with external companies and collaborators
Important: Conclude Link active users from the Microsoft side will be considered as members of the Microsoft team that has channels linked to the Slack workspace. On the Slack side, these users will be members in the linked channels.
💡 Tip: To manage the number of Conclude Link active users, we recommend creating dedicated teams within Microsoft Teams specifically for linking channels with Slack. This way, you can limit the active Conclude Link users to the specific teams that are connected to the Slack workspace. This will help you effectively manage your channel linking process and maintain control over the active users within your organization.
Step 4: Linking your channels
Within the Channels tab, you have the ability to select and link channels between different teams.
- When you click on the New link button, a dialogue box will appear where you can select the teams you want to link
- Choose the Microsoft Teams teams and Slack workspaces you wish to connect
- Select the channels you want to link together for each of the selected teams
- Once you have made your channel selections, simply click Create to establish the connection
Once the channels are successfully linked, any communication that takes place will be automatically synchronized between the connected Microsoft Teams and Slack workspaces.
Step 5: Creating direct chats
To enable direct chats between Slack and Microsoft Teams, first go to the Get Started page and enable the Direct chat feature. Once enabled, navigate to the Chat tab on the sidebar. Here, you can create direct chats for private messaging with team members on Slack or Microsoft Teams.
Next, click on the create new chat button and enter a name for the private channel you want to create. Optionally, fill in the topic to describe the purpose of the chat. Then, select the members you want to include and click the Create button.
Important: Make sure to enable the direct chat feature between Slack and Microsoft Teams on the Get Started page to be able to create direct chats.
After completing these steps, a private channel will be created between the selected members, allowing you to message them directly, share files, and more.