# Slack Connect approvals, invitation types and permissions

*Slack Consultant Study Guide · Policies and Settings · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-consultant/policies-and-settings/slack-connect-approvals-invitation-types-and-permissions*

Which Slack Connect setting answers which client requirement: limiting Slack Connect to chosen workspaces, the two invitation types and what external people can do with each, approval and per-organization auto-approval, who may join other organizations' channels, automation rules, and Slack's recommended security controls.

- Certification: Salesforce Slack Consultant
- Exam section: Policies and Settings
- Study guide: https://www.certifyforce.com/study-guide/slack-consultant

**Official exam objective:**

> Explain Slack Connect configuration settings for the client's needs.

## What the exam expects

- Limit Slack Connect channels to specific workspaces of an Enterprise org.
- Choose between the two invitation types from what external people must and must not be able to do.
- Configure approval for Slack Connect invitations, with custom approval or automatic acceptance for trusted organizations.
- Control who in the client's organization can join channels owned by other organizations, and know where invitation automation rules stop.
- Recommend Slack's security controls for external collaboration.

Key terms:

- **Slack Connect channel**: a channel shared between your organization and external organizations.
- **Invitation type**: Permission only to post, or Permission to post, invite, and more; it sets external people's rights in your channels.
- **Approvals**: whether an admin must approve an invitation before the channel connects.
- **Connections**: the list of external organizations you work with, where per-organization settings live.
- **Automation rules**: API-based rules applied before invitations are sent.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Who configures Slack Connect | Workspace Owners (Pro, Business+); Org Owners and Org Admins (Enterprise) | [Invitation settings](https://slack.com/help/articles/1500012572621-Manage-Slack-Connect-channel-invitation-settings-and-permissions) |
| Limit to specific workspaces | Workspaces with Slack Connect channels, Enterprise orgs only | [Approval settings](https://slack.com/help/articles/115005912706-Manage-Slack-Connect-channel-approval-settings-and-invitation-requests) |
| Invitation types | Permission only to post; Permission to post, invite, and more | [Invitation settings](https://slack.com/help/articles/1500012572621-Manage-Slack-Connect-channel-invitation-settings-and-permissions) |
| Add people or apps | Post, invite, and more only | [Invitation settings](https://slack.com/help/articles/1500012572621-Manage-Slack-Connect-channel-invitation-settings-and-permissions) |
| Archived copy and own retention | Post, invite, and more only | [Invitation settings](https://slack.com/help/articles/1500012572621-Manage-Slack-Connect-channel-invitation-settings-and-permissions) |
| Per-partner exception | Custom approval or acceptance per organization under Connections | [Approval settings](https://slack.com/help/articles/115005912706-Manage-Slack-Connect-channel-approval-settings-and-invitation-requests) |
| Bulk approve, deny or revoke | Up to 25 requests at a time | [Approval settings](https://slack.com/help/articles/115005912706-Manage-Slack-Connect-channel-approval-settings-and-invitation-requests) |
| Joining other orgs' channels | Joining channels outside the organization, with selected members | [Joining other organizations' channels](https://slack.com/help/articles/360050528953-Manage-settings-and-permissions-for-Slack-Connect-channels) |
| Automation rules scope | Only invitations for channels your org owns, before sending | [Approval settings](https://slack.com/help/articles/115005912706-Manage-Slack-Connect-channel-approval-settings-and-invitation-requests) |
| Recommended controls | Audit Logs, EKM, blocked file uploads and DLP support | [Security Features](https://trailhead.salesforce.com/content/learn/modules/slack-connect/get-familiar-with-security-features) |

## Check yourself

- Why does narrowing External people can invite not stop a partner from adding apps?
- When do automation rules fail to cover an invitation?
- Which setting limits who can be invited into partners' channels?
- Which three admin controls does Slack recommend for safe Slack Connect use?

## Sources

- [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 Slack Connect channel invitation settings and permissions](https://slack.com/help/articles/1500012572621-Manage-Slack-Connect-channel-invitation-settings-and-permissions)
- [Manage who can join Slack Connect channels owned by other organizations](https://slack.com/help/articles/360050528953-Manage-settings-and-permissions-for-Slack-Connect-channels)
- [Get Familiar with Security Features](https://trailhead.salesforce.com/content/learn/modules/slack-connect/get-familiar-with-security-features)
- [Slack plans and features](https://slack.com/help/articles/115003205446-Slack-plans-and-features)
- [Guide to Slack import and export tools](https://slack.com/help/articles/204897248-guide-to-slack-import-and-export-tools)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 7 linked practice questions, and unlimited timed mock exams are included with the Slack Consultant pack (USD $19): https://www.certifyforce.com/practice-exams