Customise profiles with Slack Atlas

Slack Atlas profiles provide a deeper, more comprehensive view into the colleagues that you interact with every day. Read on to learn how to set up and manage profiles with Slack Atlas.

What you can do

• Sync profile fields with your identity provider (IDP) to automatically populate them.
• Add and manage custom profile fields to fit your needs. 
• Create an org chart for your members to easily get insight into your organisation’s reporting hierarchy.

Note: Slack Atlas is available as an add-on for customers on the Business+ subscription. Contact our Sales team to learn more. 

Populate profile fields 

With Slack Atlas, you can choose from three methods to update your profile fields:

• SCIM API 
  Automatically populate profile fields configured in your IDP or via a custom SCIM connector.
• Web API 
  Use the web API to set or retrieve profile fields.
• Member edit 
  Members can update profile fields manually.

Note: When you map a profile field using SCIM or Web API, the field can’t be manually edited by members.

Custom profile fields and modules

Slack Atlas profiles are made up of groups of profile fields called modules. You can choose from a variety of standard data types (such as short text or date) when you create a profile field. In addition to the standard data types in Slack profiles, Slack Atlas provides two more options:

• Long text provides up to 5,000 characters of text entry for long form fields, such as a detailed ‘About me’ section.
• Smart tags support profile fields with multiple values, such as language abilities or training certifications.

Create profile fields and modules

Business+ subscriptions

Enterprise Grid subscription

Workspace owners and admins can create custom profile fields or modules for all members of their workspace. 

1. From your desktop, click your workspace name in the top left.
   
2. Hover over Tools & settings, then click Workspace settings.
3. Click Menu at the top of the page, then select Atlas in the left sidebar.
4. Click Add people or Add data element at the bottom of a section, then follow the prompts to create a custom field. To create a new module, choose Add new module, then enter a name and select Create.
5. Click Publish changes.

Org owners and admins can create custom profile fields or modules for all members of their organisation.

1. From your desktop, click your organisation name in the top left.
   
2. Hover over Tools & settings, then click Organisation settings.
3. Click Atlas in the left sidebar.
4. Click Add people or Add data element at the bottom of a section, then follow the prompts to create a custom field. To create a new module, choose Add new module, then enter a name and select Create.
5. Click Publish changes.

Note: Custom fields and modules will be displayed on your members’ profiles in the order that you add them. 

Set up your Slack Atlas org chart

Business+ subscription

Enterprise Grid subscription

Org charts allow you to navigate your organisation’s reporting hierarchy. Org charts are automatically populated by updating the managerId field using the SCIM or Web API. The managerId field can be populated by a member’s user ID, their primary email address or their Slack username.

View-only profiles

View-only profiles provide a way to incorporate employees that don’t use Slack into Slack Atlas for a comprehensive view of your company’s organisation structure. People with view-only profiles will appear in your org chart but otherwise don’t have access to the core features of Slack. View-only profiles are created by appending [[profile-only]] to the value in the userType field using the SCIM API.

Org charts allow you to navigate your organisation’s reporting hierarchy. Org charts are automatically populated by updating the managerId field using the SCIM or Web API. The managerId field can be populated by a member’s user ID, their primary email address or their Slack username.

View-only profiles

View-only profiles provide a way to incorporate employees that don’t use Slack into Slack Atlas for a comprehensive view of your company’s organisation structure. People with view-only profiles will appear in your org chart but otherwise don’t have access to the core features of Slack. View-only profiles are created by appending [[profile-only]] to the value in the userType field using the SCIM API.

Enable or disable your org chart

Org owners and admins on the Enterprise Grid subscription can enable or disable the org chart feature for their organisation.

1. From your desktop, click on your workspace name at the top left.
   
2. Select Tools & settings, then click Organisation settings.
3. Choose  Settings in the left sidebar, then select Organisation settings.
4. Next to Org chart, select Edit. 
5. Tick or untick the box next to Enable org chart, then click Save.

Note: Members can occupy only one position in your org chart.

Who can use this feature?

• Workspace owners/admins and org owners/admins
• Available on the Enterprise Grid subscription 
• Available on the Business+ subscription as a paid add-on