How do I manage my team's new member requests?

With PERSUIT's Groups and Teams, you can create a tailored platform experience by organizing your major functions the way that best suits your organization's needs:

• Groups: Legal, Procurement, Tech, etc.
• Teams: M&A, Litigation, IT, etc.

See here for more information on the Groups and Teams functionality, or reach out to your customer success manager.

You can manage new users' requests to teams if you have the Group Manager access role and if your organization has SAML or SSO set up on PERSUIT. View this article here for more information on how to check which access roles your account has.

If your organization has SAML or SSO set up, new users can request access to any of the existing teams that have been built for your organization when completing their PERSUIT onboarding.

If your organization does not have SAML or SSO set up and the new users would like to be added to a specific team, they can reach out to support@persuit.com. 

To manage team access requests from new users in organizations with SAML/SSO, start by clicking the hamburger menu icon found at the top left next to the PERSUIT logo.

Click Settings when the menu expands.

In the Settings page, click on Teams.

You'll see any new requests to join teams from the new users who are onboarding through your org's SAML/SSO process. 

Once a user is shared on a request, they are automatically allocated to the same team as the person that shared it with them and the Request to Join under Settings > Teams disappears.

You'll also receive an email notification when a new user is requesting joining a specific team. 

If you approve the request, click Add to Team. The new user who requested to join the team will receive a confirmation email notifying them of the acceptance.

Below the requests you'll find a list of all members of the team(s) for which you are group manager. 

If you need to make any changes to the users within the teams, please reach out to support@persuit.com or your customer success manager.