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Channel Management

Receive alerts from Octo through three ways: email, Slack, and MS Teams. These channels can be used across your organization. We'll be discussing how to create channels on each type.

  • Locate the gear or cog icon on the top right corner of the app header, just beside your profile picture. You will see a curation of tabs
  • Under the the NOTIFICATION section, click Channel Management

Creating a Channel

From here, you will see three cards which separate your channels per type. Click the ADD CHANNEL button and a popup dialogue box should appear.

Slack

  • Input a channel name to your Slack channel and click SAVE.
  • This will take you to a new tab prompting you to select the Slack channel you want to connect to Octo.
  • If you're not logged in yet, follow the prompt regarding logging in and you should be taken to the authorization page.
  • To change workspaces, locate the drop-down menu on the top right corner and select your desired workspace.
  • Click Allow and this should take you back to the previous tab.

MS Teams

  • First, go to your MS Teams' channel and create a webhook. You can refer how to do so here.
  • Input a channel name to your Slack channel and click NEXT.
  • Supply your MS Teams' channel's webhook and click SAVE.

Email

  • This is pretty straightforward. Just supply the channel name which could serve as a nickname or shorthand of your actual email.
  • Click NEXT and supply your email address.
  • Click SAVE.

Editing a Channel

  • Click the channel type card to expand the list of channels you have.
  • Simply click the pen icon and supply the edits. This process should be similar to creating a channel.
  • Click SAVE.

Deleting a Channel

  • Click the channel type card to expand the list of channels you have.
  • Simply click the trash icon and you're good to go.

Once you've got your channels set up, you can use these in creating alerts.