3. YouTube and Slack Integrations

Contents

Linking a YouTube Channel
Re-Linking or Removing a YouTube Channel
Connecting Slack
Choosing a Slack Channel and Notifications
Removing the Slack Integration

The YouTube menu item (the “YouTube Channels” page) and the Slack menu item (the “Slack
Notifications” page) appear only for Client Admins. Users and Readonly members don’t see the list of
your Client’s YouTube channels anywhere: on an event’s configuration pages they see only the
channel that event already uses (shown by name, or as “Set (channel id)”).

Linking a YouTube Channel

1. As a Client Admin, open YouTube in the dashboard.
2. Click + Link Channel. This takes you to Google’s sign-in and consent screen (real OAuth, not
   a form on this platform) — sign in with the Google account that owns the YouTube channel you want
   to connect, and approve the requested permissions.
3. You’re redirected back to the dashboard with a green banner: “YouTube channel linked
   successfully.” The channel now appears in the table.

The same Google authorisation covers both clip uploads and livestreaming; linking a channel for
livestreams asks for no extra permission.

You can link more than one channel if your Client publishes to more than one destination — each
event picks its own upload and (if it restreams) livestream channel independently; see
Event Configuration Reference.

The table has the columns Channel, Channel ID, Token Status, Linked and
Actions. As a Client Admin, you see your own Client’s linked channels here and in the channel
dropdowns on Event Configuration — the same list a system admin sees for your Client. If the list
fails to load, the page says “Couldn’t load channels — try again.” rather than showing an empty
list; “No channels linked yet. Click + Link Channel to authorise via Google OAuth.” means there
genuinely aren’t any yet.

Re-Linking or Removing a YouTube Channel

• If a channel’s Token Status shows “Auth failed — re-link required” in red, click
  Re-link on that row and sign in again — this re-runs the same OAuth flow and just refreshes its
  tokens; it doesn’t create a duplicate channel entry. After a failed token refresh the platform
  stops trying that channel until it’s re-linked. Token Status may also read “Expired ·
  time”; if uploads or broadcasts on that channel start failing, re-link it the same way.

• Click Remove to take a channel off your Client. The confirmation reads exactly:

  Remove “channel name or ID”?

  Events using this channel will stop uploading and livestreaming. Past livestream broadcasts are
  kept, and linking the channel again reconnects it.

What Remove does depends on the channel’s livestream broadcasts:

• No broadcasts ever made on it — the channel is deleted.
• A broadcast still current (scheduled or live, not yet complete) — it’s refused: “This channel
  has N livestream broadcast(s) still scheduled or live and can’t be removed. Complete or delete
  them first.” Finish or delete those broadcasts (see
  YouTube Broadcasts), then remove it.
• Only past broadcasts — the channel is disconnected: its stored Google tokens are wiped, it
  disappears from this list and from every channel dropdown, and nothing can upload or stream to it.
  Its broadcast history is kept. Linking the same YouTube channel again with + Link Channel
  reconnects it, history included, rather than adding a new entry.

A system admin removing a channel from the admin Client page gets the same behaviour.

An event’s livestream channel can’t be changed while it has open YouTube broadcasts; see
Event Configuration Reference.

Connecting Slack

1. As a Client Admin, open Slack in the dashboard. Until a workspace is connected, the page
   says “No Slack workspace connected. Click Connect to Slack to authorise via Slack OAuth.”
2. Click Connect to Slack. This takes you to Slack’s own authorization screen — approve it for
   the workspace you want notifications sent to.
3. You’re redirected back with the banner “Slack workspace connected successfully. Select a channel
   below.”

Once connected, a Re-link button (tooltip “Re-authorise Slack workspace”) runs the Slack
authorization again.

Choosing a Slack Channel and Notifications

Once connected, the page shows your workspace name and:

• Channel — a dropdown (”— Select a channel —”) of channels the platform’s Slack app has already
  been invited to. If it’s empty, the page tells you why: “No channels found. Invite the bot to a
  channel first, then refresh.” Invite the app to the channel you want from Slack itself, then come
  back and refresh.
• Notify when — three checkboxes: “Match uploaded to YouTube”, “Clip processing failed”,
  and “Clips need review” (on by default) — sends “1 clip needs review” with the clip’s filename
  when a clip is held for review (see
  Clips, Uploads and Signage).
  These are the only client-facing notification types this platform sends to Slack; other
  operational alerts (upload failures, storage issues, and similar) go to FIRST Chesapeake’s own
  internal channel, not yours.

Click Save (only shown once you’ve changed something) to apply your channel and notification
choices.

Removing the Slack Integration

Click Remove Integration. The confirmation reads exactly:

Remove Slack integration?

No further notifications will be sent.

You can always click Connect to Slack again later to reconnect.