# Admin request workflows: guests, workspaces and apps

*Slack Consultant Study Guide · Governance Structure (Owner and Admin Roles) · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-consultant/governance-structure/admin-request-workflows-guests-workspaces-and-apps*

Which admin processes to move into Slack request workflows and what each form collects: Slack Connect channels, guests, multi-workspace channels, channel changes made with org channel management tools, ongoing new-hire onboarding, app requests and preapproved org-wide apps, and new workspace requests, including a custom app on the admin APIs.

- Certification: Salesforce Slack Consultant
- Exam section: Governance Structure (Owner and Admin Roles)
- Study guide: https://www.certifyforce.com/study-guide/slack-consultant

**Official exam objective:**

> Based on a client scenario, identify and advise on critical admin processes and workflows that can be migrated to Slack.

## What the exam expects

- Given a client scenario, pick the admin process to move into Slack and the details its request form must collect.
- Default contractor requests to the right guest type and tell guests apart from Slack Connect.
- Route multi-workspace channel requests to Org Admins and complete channel changes with org-level channel management tools.
- Replace one-off new-hire training with an onboarding workflow, and cut app requests by preapproving org-wide apps.
- Decide whether a new workspace is justified, and automate ticket-driven workspace creation with the admin APIs.
- Key terms: **single-channel guest** (free guest limited to one channel); **multi-workspace channel** (one channel added to several workspaces in an Enterprise org); **channel management tools** (central dashboard for acting on channels without joining them); **preapproved app** (an app approved in advance so members install it without a request); **admin APIs** (Enterprise-only APIs an app uses to create workspaces and manage members).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Slack Connect default | Shared channels need Org Admin/Org Owner approval | [Efficiently Manage Admin Requests](https://trailhead.salesforce.com/content/learn/modules/slack-admin-process-governance/manage-common-admin-requests) |
| Slack Connect form extras | External org's Slack domain URL; name and email of its admin | [Efficiently Manage Admin Requests](https://trailhead.salesforce.com/content/learn/modules/slack-admin-process-governance/manage-common-admin-requests) |
| Guest billing | Single-channel guests free; multi-channel guests billed as members | [Understand guest roles](https://slack.com/help/articles/202518103-Understand-guest-roles-in-Slack) |
| Single-channel guest limit | Up to 5 per paid active member | [Understand guest roles](https://slack.com/help/articles/202518103-Understand-guest-roles-in-Slack) |
| Multi-workspace channel requests | Org Admins manage them in #plz-admins; most useful at 4+ workspaces | [Efficiently Manage Admin Requests](https://trailhead.salesforce.com/content/learn/modules/slack-admin-process-governance/manage-common-admin-requests) |
| Channel management tools by default | Org Primary Owner only; others via permission (Channels Admin is the matching system role) | [Types of roles in Slack](https://slack.com/help/articles/360018112273-Types-of-roles-in-Slack); [Use channel management tools](https://slack.com/help/articles/360047512554-Use-channel-management-tools) |
| New-hire onboarding | Workflow in default channels messages new users | [Effective Management of Apps and User Onboarding](https://trailhead.salesforce.com/content/learn/modules/slack-admin-process-governance/manage-apps-and-user-onboarding) |
| Org-wide apps | Preapprove at org level; Default for future workspaces option | [Manage apps in an Enterprise organization](https://slack.com/help/articles/360000281563-Manage-apps-in-an-Enterprise-organization) |
| Workspace creation API | `admin.teams.create`, Enterprise plans only | [admin.teams.create](https://docs.slack.dev/reference/methods/admin.teams.create) |

## Check yourself

- Why default a one-channel contractor to a single-channel guest?
- When does a multi-workspace channel request process pay off most?
- When the client hires every month, how should Slack onboarding reach new people?
- Which API method creates a workspace in an Enterprise org?

## Sources

- [Efficiently Manage Admin Requests in Slack Channels](https://trailhead.salesforce.com/content/learn/modules/slack-admin-process-governance/manage-common-admin-requests)
- [Effective Management of Apps and User Onboarding in Slack](https://trailhead.salesforce.com/content/learn/modules/slack-admin-process-governance/manage-apps-and-user-onboarding)
- [Simplify Your Workspace Creation Request Process](https://trailhead.salesforce.com/content/learn/modules/slack-workspace-creation-and-management/simplify-your-workspace-creation-request-process)
- [Understand guest roles in Slack](https://slack.com/help/articles/202518103-Understand-guest-roles-in-Slack)
- [Use channel management tools](https://slack.com/help/articles/360047512554-Use-channel-management-tools)
- [Types of roles in Slack](https://slack.com/help/articles/360018112273-Types-of-roles-in-Slack)
- [Manage Slack Connect channel approval settings and invitation requests](https://slack.com/help/articles/115005912706-Manage-Slack-Connect-channel-approval-settings-and-invitation-requests)
- [Manage apps in an Enterprise organization](https://slack.com/help/articles/360000281563-Manage-apps-in-an-Enterprise-organization)
- [Admin resources](https://docs.slack.dev/admins/)
- [admin.teams.create method](https://docs.slack.dev/reference/methods/admin.teams.create)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 8 linked practice questions, and unlimited timed mock exams are included with the Slack Consultant pack (USD $19): https://www.certifyforce.com/practice-exams
