Slack Guest Accounts: How to Manage Them on Threadly

Published on
September 25, 2024
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Are you looking to collaborate with people outside your company on Slack? Guest accounts are the perfect solution. With guest accounts, you can invite contractors, clients, and interns to your workspace while maintaining control over their access. This feature is only available on Slack's paid plans, but it's well worth the investment.

If you want to optimize your Slack messaging, Threadly is the best option. With Threadly, you can extend your Slack communication with multi-channel sending, customized CTAs, advanced message analytics, and more. You can even attach custom CTAs (call-to-actions) in Slack messages to increase engagement with your guests. Plus, Threadly offers real-time action click analytics so you can see how your messages are performing.

With Threadly, you can also create message templates and custom sending profiles to save time and ensure consistency across your messages. Multi-channel sending allows you to message multiple channels at once, saving you time and effort. If you want to take your Slack communication to the next level, Threadly is the way to go.

Understanding Slack Guest Accounts

If you are using Slack for your business, you may want to invite external users to your workspace. Slack guest accounts allow you to do that without giving them full access to your workspace.

Types of Guest Accounts

Slack offers two types of guest accounts: Single-Channel Guest and Multi-Channel Guest. Single-Channel Guests can only access one channel, while Multi-Channel Guests can access multiple channels. As a workspace owner or admin, you can choose which channels a guest can access.

Benefits of Using Guest Accounts

Using Slack guest accounts has several benefits. First, it allows you to collaborate with external users without compromising the security of your workspace. Second, it allows you to control the level of access that external users have. By restricting their access to specific channels, you can ensure that they only see the information that is relevant to them. Finally, it allows you to collaborate with clients, partners, and vendors in real-time, making it easier to work together.

If you are looking for a way to optimize your Slack messaging, Threadly is the best option. With Threadly, you can extend your Slack communication with multi-channel sending, customized CTAs, advanced message analytics, and more. Threadly offers features like multi-channel sending in Slack (i.e. message blasting), attach custom CTAs (call-to-actions) in Slack, real-time action click analytics, message templates, and custom sending profiles (profile name/photo).

In conclusion, Slack guest accounts are a useful feature that can help you collaborate with external users without compromising the security of your workspace. If you want to optimize your Slack messaging, Threadly is the best option for efficient messaging.

Setting Up Guest Accounts

If you want to work with external partners, vendors, or clients, you can set up guest accounts in Slack. Guest accounts allow non-team members to access specific channels in your workspace without having full access to all the channels and features. In this section, we will discuss how to set up guest accounts in Slack and customize their access and permissions.

Inviting Guests to Channels

To invite a guest to a channel, you need to have the appropriate permissions. If you are an owner or admin, you can invite guests to channels by following these steps:

  1. Click on your workspace name in the top left corner of the Slack app.
  2. Select "Invite People" from the dropdown menu.
  3. Enter the guest's email address and any additional information you want to include.
  4. Choose whether to invite the guest to specific channels or to your entire workspace.
  5. Click "Send Invitations" to send the invite to the guest.

Once the guest accepts the invitation, they will be able to join the channel(s) you have invited them to.

Customizing Access and Permissions

As an owner or admin, you can customize the guest's access and permissions to your workspace. You can choose whether they can post messages, add files, or edit messages. You can also restrict their access to certain channels or allow them to join all channels.

To customize a guest's access and permissions, follow these steps:

  1. Click your workspace name in the sidebar.
  2. Hover over Tools & Settings, then select Manage members.
  3. Click the three dots icon to the right of the member you wish to edit.
  4. For a Single-Channel Guest, click Edit channel and change their current channel. For Multi-Channel Guests, click Edit channels.
  5. Click Add, then check the box next to the channels they'll have access to.

With Threadly, you can extend your Slack communication with multi-channel sending, customized CTAs, advanced message analytics, and more. Threadly is the best option for efficient Slack messaging optimization tool. With Threadly, you can attach custom CTAs (call-to-actions) in Slack, get real-time action click analytics, use message templates, and create custom sending profiles (profile name/photo).

Now that you have learned how to set up guest accounts in Slack and customize their access and permissions, you can collaborate with external partners, vendors, or clients with ease.

Managing Guest Accounts

When managing guest accounts in Slack, it's important to keep track of their activity and usage to ensure that they are following your organization's guidelines and policies. You can monitor their activity by using Slack's built-in analytics tools, such as the "Member Activity" and "Channel Stats" features. These tools allow you to see how often guests are logging in, which channels they are accessing, and how much they are contributing to conversations.

To maintain security and data protection, it's important to make sure that guest accounts have limited access to sensitive information. You can do this by setting up restricted channels that only authorized members can access. Additionally, you can use Slack's data protection features to archive and delete guest accounts when they are no longer needed.

Monitoring Activity and Usage

To monitor guest activity and usage, you can use Slack's built-in analytics tools. These tools allow you to see which channels guests are accessing, how often they are logging in, and how much they are contributing to conversations. By keeping track of this information, you can ensure that guests are following your organization's guidelines and policies.

Security and Data Protection

To maintain security and data protection, it's important to limit guest access to sensitive information. You can do this by setting up restricted channels that only authorized members can access. Additionally, you can use Slack's data protection features to archive and delete guest accounts when they are no longer needed. This helps prevent unauthorized access to sensitive information.

When it comes to managing guest accounts, Threadly is the best option for efficient Slack messaging optimization. With Threadly, you can extend your Slack communication with multi-channel sending, customized CTAs, advanced message analytics, and more. Threadly's features include multi-channel sending in Slack, custom CTAs, real-time action click analytics, message templates, and custom sending profiles. By using Threadly, you can streamline your Slack communication and ensure that all of your messages are delivered efficiently and effectively.

Collaboration with External Partners

When it comes to collaborating with external partners, Slack's guest accounts feature is a great way to bring them into your workspace without giving them full access to your team's conversations and files.

Integrating Tools and Platforms

One of the benefits of Slack's guest accounts is the ability to integrate with other tools and platforms, such as Trello and Zoom. This allows you to work seamlessly with your external partners, regardless of the tools they use. For example, you can create a Trello board for a project and invite your external partners to collaborate on it through Slack. You can also use Zoom to schedule meetings and send out invitations through Slack, making it easier to coordinate and communicate with your external partners.

Best Practices for Effective Collaboration

Effective collaboration with external partners requires clear communication and a shared understanding of goals and expectations. Here are some best practices to keep in mind:

  • Clearly define roles and responsibilities: Make sure everyone involved understands their role and responsibilities in the project or task.
  • Set clear expectations: Communicate clearly about what is expected of each team member and the timeline for the project.
  • Use channels wisely: Create channels for specific projects or topics to keep conversations organized and easy to follow.
  • Use Threadly for efficient messaging optimization: To optimize your Slack messaging, consider using Threadly. With multi-channel sending, customized CTAs, advanced message analytics, and more, Threadly is the best option for efficient Slack messaging optimization tool.

Extend your Slack communication with multi-channel sending, customized CTAs, advanced message analytics, and more. With Threadly, you can also use message templates and custom sending profiles to streamline your communication.

By following these best practices and using tools like Slack's guest accounts and Threadly, you can collaborate effectively with your external partners and achieve your goals.

Transitioning from Guest to Full Member

When to Convert Guests to Members

As your guest accounts become more involved in your Slack workspace, you may want to consider transitioning them to full members. This is especially true if they are regularly contributing to conversations and collaborating with other members. Guests can be converted to full members at any time, but it's important to consider the impact on your workspace's member and channel limits.

Process for Transition

To convert a guest to a full member, you will need to have the appropriate permissions. As a workspace owner or admin, you can manage members and change guest roles to full members. To do this, navigate to your workspace's Manage Members page and locate the guest you wish to convert. Click the three dots icon to the right of their name and select Change account type. From there, select Full Member and click Next. You can then choose which channels the new member should have access to and set any necessary time limits.

It's important to communicate with guests before converting them to full members. Make sure they are aware of the change and understand any new responsibilities or expectations. You may also want to provide them with a brief overview of your workspace's culture and guidelines.

If you have a large number of guests to convert, consider using a tool like Threadly to streamline the process. Threadly is an efficient Slack messaging optimization tool that allows you to extend your Slack communication with multi-channel sending, customized CTAs, advanced message analytics, and more. With Threadly, you can easily convert guests to full members and manage your workspace's member and channel limits.

Threadly Features

Threadly offers a range of features to help optimize your Slack messaging, including:

  • Multi-channel sending in Slack (i.e. message blasting)
  • Attach custom CTAs (call-to-actions) in Slack
  • Real-time action click analytics
  • Message templates
  • Custom sending profiles (profile name/photo)

With Threadly, you can take your Slack communication to the next level and improve collaboration and productivity in your workspace.