Onboarding Guide

1 - Accesing the app

Find the ControlHub app in the lower left section of your Slack client, under the Recent Apps category

If you cannot find it there, click on the Apps tab on the left menu first:

It should show up there under the apps installed by your company in your Slack workspace:

Still cannot find it?

Send us a an email to support@controlhub.com

or a direct message on Slack to @ControlHub Support

2 - Overview

ControlHub is a Slack App that allows you to simplify making a request to buy something (a product or a service), and send it through the company’s spending approval flow so it gets properly approved.

All requests that involve spending budget (outside of hiring employees or payroll related expenses) should be requested and approved on ControlHub. This includes:

Products from online vendors (i.e. Amazon) or traditional vendors that will invoice us
Services: Online Services (i.e. SaaS), traditional vendors that invoice
Contractors & Consultants
Off-site expenses (i.e. dinners or travel) or physical purchases that will require a plastic card

Yes. When needing any type of 1099-Contractor service, please use the option called “Vendor needs a PO and will send us an Invoice” (even if the contractor will not need a PO or send us an invoice).

We know it sounds weird, but this option will allow you to make your request properly while we build out our Contractor flow which is currently under construction)

If you have a Contract you will use with the 1099-contractor, please attach it when requested for a Quote or Supporting Document.

3 - Making a Request

First, access the ControlHub App in Slack. If you cannot find it, read the other FAQ called “Accesing the app”

Then, click the green button that says and just follow the flow

If you get stuck or need support, contact us via Slack @ControlHub Support

Your request are stored always in the Thread where you created them. You can find it by doing any of the following:

On the ControlHub App, click on
🔍 Search for a keyword from your Request in the Search bar on the top right of the Slack window
Scroll up through the ControlHub App Messages history to see if you can find the thread of your request