Workplace

From FojiSoft Docs
Revision as of 23:39, 8 March 2024 by Chris.Hansen (talk | contribs)

Workplace by Meta is a secure collaboration platform designed specifically for businesses. It offers familiar features like news feeds, chat, and video conferencing, allowing teams to communicate, share information, and work together seamlessly. This guide will walk you through configuring a connection between FojiSoft and Workplace, enabling a more integrated workflow for your organization.

Workplace Custom Integration

Integration between Workplace and FojiSoft is managed using a Custom Integration in Workplace. This Custom Integration will need to be configured by a Workplace Administrator.

  1. Download the FojiSoft logo to be used as the Custom Integration logo. The logo image is available for download from https://prod-creative-tadpole-wiki.s3.amazonaws.com/thumb/App-icon.png/300px-App-icon.png.
  2. Log into your Workplace Community site as a Workplace Administrator
  3. Access the Admin Panel
  4. Click Integrations
  5. Click Create Custom Integration
  6. Enter the following information in the dialog
    • Enter "FojiSoft" for the Name
    • Enter "FojiSoft Notifications" for the Description
  7. Click Create
  8. Click the Edit icon in the Name, logo & description section
  9. Click Upload logo
  10. Select the previously downloaded FojiSoft logo
  11. Click Add file
  12. Click Save
  13. Click Save in the Name, logo & description section
  14. Turn off the Discoverable option
  15. Go to the Permissions page
  16. Enable the following permissions
    • Group chat bot
    • Message any member
    • Read user email
  17. Turn off the Automatically remove unused permissions option
  18. Click Save
  19. Go to the Details page
  20. Click Create access token
  21. Check the I understand checkbox
  22. Click Copy
  23. Store the generated access token to be used later when configuring the Foji connection
  24. Click Done
  25. Click the Eye icon in the App ID & App Secret section
  26. Copy the App Secret and store it to be used later when configuring the Foji connection

Note: Both the Access Token and App Secret will be needed while configuring the connection from Foji.

FojiSoft Connection

  1. Log into your Foji account
  2. Access Connections under Integrations in the navigation menu of the Settings application
  3. Click the New Connection button
  4. Click the Meta Workplace Custom Integration provider in the list. You may search for it in the search box or find it under Enterprise Note: There are 2 Meta Workplace providers. Please be sure you use the Meta Workplace Custom Integration provider and not the other Meta Workplace Community provider.
  5. Configure the Connection Fields
  6. Click the Create button

Connection Fields

Name

Enter a unique name for your connection. This name will help you identify and manage your connections within FojiSoft.

Folders

Optionally, select or create folders to better organize your connections. See Connection Folders for more information.

Access Token

Enter the Access Token for the Workplace Custom Integration

App Secret

Enter the App Secret for the Workplace Custom Integration

Create a Subscription

Notifications are sent via subscriptions. You will need to configure one or more subscriptions based on your specific needs.

  1. Log in to your Foji account and access the Settings application
  2. Click on Subscriptions found in the navigation menu under Notifications
  3. Click the New Subscription button in the upper right corner
  4. Click the Subscribe button for the desired notification source
  5. Enter a short message in the Title field. This message will be included in the chat message.
  6. If applicable, configure up to 3 links to be included in the message. Each link will be displayed as a button.
  7. Select Workplace Chat in the Channel option
  8. Select your Meta Workplace Custom Integration connection in the Connection option
  9. Enter 1 or more users in the Users option. You should use each user's email address.
  10. Click Create