Customer company: integrations

For: Account owners and administratorsRequires: Any signed-in user can view the channels; adding, testing, switching, deleting and the approval limit need the Admin roleScreenshots show sample data

The Integrations tab of a customer company sets up that company’s own notification channels. When StrikeUp emails or messages one of the company’s people, it uses the company’s channel for that provider before your workspace’s channel: its own mailbox, Telegram bot, Slack app or Teams bot. The tab also holds the company’s limit on what its people may approve with a button in a chat app. Open it from CRMCompanies: select the company, then Integrations.

What you can do here

Give the company its own channels. One channel per provider, used for this company’s people instead of yours. A company whose people work in their own Microsoft 365 organisation needs its own Teams channel. Add a channel for the company.
Test a channel. An email test goes to an address you type; a bot test checks the credentials. Test a channel.
Switch a channel off or delete it. The company’s people then fall back to your workspace’s channel for that provider. Switch a channel off or delete it.
Cap approvals from chat apps. Decide the highest risk the company’s people may approve from Slack, Telegram or Teams. Limit approvals from chat apps · Job notifications and chat apps.

The screen at a glance

The Integrations tab of "Sample & Partners Ltd": "The channels this company's notifications are delivered through. Without one, the tenant-wide channel is used." Two channels are listed. "Sample & Partners billing mail" (green "Active", "Email (SMTP)") with smtp.example.com:587 (SSL) and "Sample & Partners Billing <billing@example.com>", an "Active" switch, "Edit", "Delete", the test address rosie.kendall@example.com and the highlighted "Send test" button. "Sample & Partners bot" (Active, "Telegram", @sample_partners_bot) has its own "Send test". Below, "One channel per provider." with "Add Slack" and "Add Microsoft Teams", then the card "Approvals from chat apps" with "Allowed from chat apps" set to "Up to medium risk". — A company's own channels replace the tenant-wide ones for its people; an email test goes to the address you type.

Region	What it shows	What you do there
Header	Integrations, The channels this company's notifications are delivered through. Without one, the tenant-wide channel is used., Setup guide and a refresh button	Open the setup guide, reload
Channel list	Each channel’s name, an Active or Inactive badge, the provider and a detail line, an Active switch, Edit, Delete and Send test	Edit, switch, delete and test channels
Add row	One channel per provider. and one Add button per provider without a channel	Add a channel
Approvals from chat apps	The company’s approval limit for chat apps	Change the limit

The detail line shows the server, port and sender for email, the bot’s username for Telegram, the token state for Slack and the App ID for Teams.

Add a channel for the company

Select the Add button of the provider, for example the one for Email (SMTP). A dialog opens, already named after the provider.
Fill in Channel name and the provider’s fields. Where do I find these? at the top right opens the matching part of the setup guide in a new tab.
Select Save. The notice Notification channel saved. appears and the channel joins the list.

The fields and the rules are the same as on ConfigureNotifications: host and port for email, a bot token for Telegram, nothing for a first Slack save (it returns the app manifest), and the App ID, client secret and Directory (tenant) ID for Teams. A new Slack channel saved without a token reopens at once on its manifest. The server refuses a second channel for a provider the company already has. An email channel connects only to a public mail server on port 25, 465, 587, 2465, 2525 or 2587, and when you change its host, port or user name, or switch SSL/TLS off, you type the password again; otherwise saving stops with Enter the password again: the host, port or username changed, or SSL was turned off.. A company’s email channel sends assistant emails only to the signed-in customer’s own, confirmed address.

The "Email (SMTP)" dialog for the channel "Sample & Partners billing mail", with the link "Where do I find these?" at the top right. "Channel name" reads "Sample & Partners billing mail", "Host" "smtp.example.com", "Port" "587", "Use SSL/TLS" is on, "Username" "billing@example.com", and "Password" is empty with the highlighted hint "Leave blank to keep the stored password.". "From address" reads "billing@example.com" and "From display name" "Sample & Partners Billing". "Cancel" and "Save" are at the bottom. — The stored password is never shown; leave the field blank to keep it.

Example: Sample & Partners Ltd sends from its own mailbox Sample & Partners billing mail on smtp.example.com:587 and notifies its people through its own Telegram bot @sample_partners_bot. It has no Slack or Teams channel, so for those providers its people are reached through your workspace’s channels.

Test a channel

For an email channel, type an address into Send a test email to… and select Send test. Leave the address empty to send the test to the channel’s own sender address. For a Telegram, Slack or Teams channel, Send test checks the credentials with the provider and sends no message. The result appears as a notice, and the list reloads to show the new status.

Switch a channel off or delete it

Action	Control	What happens
Switch off	The Active switch	The badge turns Inactive, the channel is skipped and the company’s people fall back to your workspace’s channel for that provider
Edit	Edit	The dialog opens with the stored values; secrets stay blank and are kept when left blank. Telegram, Slack and Teams channels also show their two-way setup panel
Delete	Delete	After the confirmation This company's notifications will fall back to the tenant-wide channel. the channel is removed

Limit approvals from chat apps

The lower part of the Integrations tab of "Sample & Partners Ltd". Below the channels and the buttons "Add Slack" and "Add Microsoft Teams" is the highlighted card "Approvals from chat apps": "The highest risk this company's members may approve with a button in Slack, Telegram or Microsoft Teams. Above it, messages show only Deny and Open, and the approval is made in the app." The list "Allowed from chat apps" reads "Up to medium risk"; the other choices are "Everything (default)", "Low risk only" and "Deny only". A change saves at once. — Approvals from chat apps caps what members may approve with a button in Slack, Telegram or Teams.

Under Approvals from chat apps, choose in Allowed from chat apps the highest risk the company’s people may approve with a button in Slack, Telegram or Teams. The choice saves at once with Approval limit saved..

Setting	Can be approved with a button
Everything (default)	Every request, including high-risk ones
Up to medium risk	Low- and medium-risk requests
Low risk only	Low-risk requests
Deny only	Nothing; Deny still works

Above the limit, the message shows only Deny and Open, and the person approves in your app. The limit applies to the company’s people wherever the channel comes from. The company’s Customer Admins see and change the same setting in the Customer Portal.

The Integrations tab of "Example Studios" with no channel of its own. The highlighted text reads "No mail server configured. This company's notifications use the tenant-wide channel." Below it, "One channel per provider." and the buttons "Add Email (SMTP)", "Add Telegram", "Add Slack" and "Add Microsoft Teams"; under them the card "Approvals from chat apps". "Setup guide" and the refresh button are at the top right. — Without channels of its own, the company's notifications go through your tenant-wide channels.

Some companies want destructive actions approved only after a second look in the app, not with one tap on a phone.

Who sees what

Part	Who
The tab and its channels	Every signed-in user of your workspace
Adding, editing, testing, switching, deleting, the approval limit	Users with the Admin role; others get “This action requires the Admin role.”
The same channels and limit in the Customer Portal	The company’s Customer Admins, when its widget shows the portal’s notification channels page

What you need to know

Topic	Fact
Priority	A company channel that is active and has its credentials wins over your workspace’s channel for the same provider. One still waiting for its token is skipped.
One per provider	Each company can have one channel per provider.
Teams	A Teams bot answers only its own Microsoft 365 organisation.
Bots in use	A Telegram bot or Azure Bot can serve one channel only.
Secrets	Passwords, tokens and secrets are never shown after saving.
Opt-in	The company’s people choose their own channels under My notifications in the Customer Portal.

Frequently asked questions

Setup

When should a company have its own channels?

When its messages must come from its own mailbox or bot, or when its people work in their own Microsoft 365 organisation, because a Teams bot only reaches the organisation it was created in. Otherwise leave the company’s Integrations tab empty and your workspace’s channels deliver.

Can a company have two email channels?

No. A company has at most one channel per provider on its Integrations tab, and the server refuses a second one. Edit the existing channel to change its server or address.

Why is the password field empty when I edit a channel?

StrikeUp never shows a stored password, token or secret. Leave the field blank in the dialog on the company’s Integrations tab to keep the stored value, or type a new one to replace it.

Can the company’s own admins set up these channels?

Yes. A company’s Customer Admins manage the same channels on the Notifications page of the Customer Portal, when the widget shows the portal’s notification channels page. Changes made there and on this tab are the same channels.

Testing and fallback

Who receives the test email?

The address you type into Send a test email to… before selecting Send test. When the field is empty, the test goes to the email channel’s own sender address.

What happens if I switch a channel off?

The company’s people are reached through your workspace’s channel for that provider, if you have one, until you switch the company’s channel back on with the Active switch on its Integrations tab.

What happens when I delete a channel?

The channel is removed and the company falls back to your workspace’s channel for that provider, as This company's notifications will fall back to the tenant-wide channel. says. People who had connected to the company’s own bot must connect again to whichever bot then serves them.

Approvals

What does Up to medium risk allow?

With Up to medium risk in Allowed from chat apps, the company’s people can approve low- and medium-risk requests with a button in Slack, Telegram or Teams. A high-risk request, such as one that deletes or overwrites data, shows only Deny and Open, and is approved in your app.

No. Approvals from chat apps only limits buttons in Slack, Telegram and Teams messages. Approvals in the widget and in the Customer Portal follow your tool policies as before.

Troubleshooting

Symptom	What to check
Request failed when saving	Read the reason in the dialog: a missing name or host, an invalid port or GUID, a second channel for the same provider, or a bot another channel already uses.
Saving an email channel shows Enter the password again: the host, port or username changed, or SSL was turned off.	The host, port or user name changed, or SSL/TLS was switched off. Type the password again and save.
The test says the SMTP port is not allowed, or the host is not a public internet address	Use port 25, 465, 587, 2465, 2525 or 2587 and a mail server reachable from the internet.
The test says Test email failed.	For email, check host, port, SSL/TLS and credentials. For bots, check the token or the Teams IDs and secret.
The company’s people still get messages from your bot	The company’s channel is switched off, still lacks its token, or does not exist for that provider.
Approve buttons are missing in Slack, Telegram or Teams	Check the company’s Approvals from chat apps; above it, only Deny and Open show.
A change fails with “This action requires the Admin role.”	Changes on this tab need the Admin role.