The SVB T&E Slack Integration enables SVB T&E Employees, Managers, and Admins to be notified about Transactions and Card Requests that require their attention right where they work. Managers and Admins can even approve submitted Transactions and Card Requests without ever leaving Slack.
Configure the SVB T&E Slack Integration
To configure the Slack integration as an Admin:
1. Click the gear icon the top right corner to open the Company Settings page.
2. In the sidebar, click App Integrations.
3. Locate Slack in the list of integrations and click "Connect".
4. In the new window that opens, sign into your Slack workspace and Allow SVB T&E to access your Slack workspace.
Once configured, all Slack notifications will default to on for all SVB T&E employees by default.
Set Your Personal Slack Notification Settings
By default, when the SVB T&E Slack integration is configured by an Admin, all Slack notifications will default to on for all SVB T&E employees. However, employees can change their notification settings following these easy steps:
1. Click your "name" in the top right corner and select Personal Settings.
2. In the sidebar, click "Notification Settings".
3. Uncheck any of the boxes next to actions you do not want to be notified about in Slack.
You will receive a confirmation message that the setting is automatically saved.
SVB T&E Employee Notifications in Slack
With the SVB T&E Slack Integration, employees can be notified when:
- You have a Transaction available that can be submitted
- You have requested a card
- A new card has been issued to you
- Your card request has been denied
These notifications will come from the SVB T&E App.
SVB T&E Manager and Admin Notifications in Slack
With the SVB T&E Slack Integration, Managers and Admins can be notified and approve directly in Slack when:
- Transactions have been submitted for your approval
- Card Requests have been submitted for your approval
These notifications will come from the SVB T&E App.
Approve Transactions in Slack
Managers and Admins can be notified about Transactions submitted for your approval and approve or deny them directly in Slack with the SVB T&E Slack integration.
- To approve Transactions, click "Approve". The Transaction will be approved without a need for you to even leave Slack!
- To deny Transactions, click "Deny". You will be directed to SVB T&E to provide a comment.
Approve Card Requests in Slack
Managers with card issuing capabilities and Admins can be notified about Card Requests submitted for your approval and issue the requested cards directly in Slack with the SVB T&E Slack integration.
- To approve Card Requests, click "Issue". The card will be issued to the requestor automatically without a need for you to even leave Slack!
- To deny Card Requests, click "Deny". You will be directed to SVB T&E to provide a comment.
- To edit Card Requests, click "Edit". You will be directed to SVB T&E to make changes and issue the card.