How do I manage requests to join a new team?

With PERSUIT's Groups and Teams, you can create a tailored platform experience by organizing your major functions to best suit your organization's needs.

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

The approach varies depending on whether SAML is set up:

If SAML is not set up

New users should reach out to the Group Manager associated with their organization's account. This article explains how Group managers can edit team set up for their users. 

If SAML is set up

When setting up their PERSUIT profile, new users can request access to any of your organization's existing teams from Group Managers - see here for how to check your role access.

Accessing requests in the platform

Group Managers, must first navigate to User Access within the Settings found in the expanded sidebar menu.

n the User Access page, click on Teams in the lefthand menu.

You'll see the Request to Join section above the list of existing teams. Any new requests to join teams from the new users who are onboarding through your org's SAML process will live here.

Accessing requests via email

Group Managers will receive an email notification when a new user requests to join a team. The Grant Access button hyperlinks to the approvals page above.

The requesting new user will receive a confirmation email notifying them of the acceptance.

Reviewing team members

Group Managers can review team in the User Access feature. View this article to learn more. 

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.

Automatically adding users to a team

When a request is shared with a user, they are automatically allocated to the same team as the sharer, and any request to join under Settings > Teams disappears.