1. Open Ploy and navigate to integrations
Go to https://app.joinploy.com/integrations and select RocketChat under the Communications Section
Select the "+" icon to add a connection
Navigate to your RocketChat instance and copy the base domain including the protocol, see the example below:
https://ploydev.rocket.chat
Paste that into the Rocket chat base URL field within the Ploy configuration
2. Change role permissions
In order for Ploy to work, we need to be able to know the email address associated with each user in your RocketChat instance. To do that, the role you grant the user will need to have all the permissions that the default bot role has, as well as the “View Full Other User Info” permission which gives us access to each users email address.
To do this, navigate to Settings > Permissions in RocketChat:
Option 1: add that permission to the Bot role, or
Option 2: create a new role and grant it the same permissions as the Bot role plus "View Full Other User Info" permission
3. New user
Now, in your RockChat instance create a new ‘bot’ user. Choose any name/username/email/password combination that suits your business. You just need to ensure you keep track of the username + password, as you’ll need to copy that into the relevant inputs in the Ploy setup screen.
Remember this is going to be sent to employees sometimes so name it something that is inline with your brand
Ensure you assign the user the ‘bot’ role, or a newly created role with the required permissions.
4. Past Name + Password into Ploy
Now paste the username and password into Ploy
Click Test
Save the integration
