Set how people join
Default role and team, allowed email domains, join links and the policies that limit them.
In short
Joining settings decide what a newcomer gets when nothing else chose it, which email domains may join on their own, and whether join links work. A join link lets anyone who has it join with the role and team it names.
Before you start
- Who: "Change organization settings".
- Plan: Organizations is part of every plan, Free included. Your plan sets how many members and teams an organization may hold (Plan & usage shows them).
- First: decide the default role and team, and list the email domains your company uses. Public providers such as gmail.com are refused.
Steps
- Open Settings › Joining.
- Set the default role and default team, and the allowed email domains.
- Each change saves itself a moment later; the line above the fields says "Saved". If a domain is refused, the line says why, and saving starts again when you correct it.
- Under Joining, make sure "Allow join links" is on and saved.
- Choose "New join link", then the role it grants, the team joiners land in, and optionally when it expires and how many uses it allows.
- Choose "Create link" and "Copy link". It is shown in full only once.
Result: whoever opens the link sees the organization, role and team, signs in and presses "Join organization".
- Save the allowed email domains first. Under "Domains people can join by", each saved domain shows whether it is proved.
- An administrator presses "Prove" beside the domain and adds the TXT record shown, with its name and value copied exactly, at the company that runs the domain's DNS.
- Press "Check now". A new record can take a few minutes to show.
Result: the domain shows "Proved", and people with a confirmed address there see the organization under "Colleagues already here" and can join. Listing a domain alone lets nobody in: anyone could list it. The record is read every day; if it goes missing, nobody new joins by that domain until it is back, and after a week the domain stops counting. Proving works on every plan, and the same proof serves single sign-on.
Good to know
- The link list shows each link's prefix, role, team, uses, expiry and who created it.
- "Revoke" stops a link at once and cannot be undone; make a new one.
- A link also stops when its creator loses the right or leaves, or when the organization is archived.
A domain is a door, not a lock A proved domain lets matching people in. To refuse everyone else, turn on "Only allow members from the allowed email domains".
Anyone with the link can join A join link has no guest list. Prefer an expiry and a use limit, and revoke it when it has done its job.
If something goes wrong
- A domain is refused: public mail providers such as gmail.com cannot be allowed.
- Colleagues do not see the organization or cannot join: the domain is not proved yet, its record went missing, or another organization holds it. Settings › Joining says which.
- A link stopped working: it expired, ran out of uses, was revoked, its creator lost the right, or join links were turned off.
- Invitations to some people are refused: "Only allow members from the allowed email domains" is on.
Related
- /help/organizations/invite-people
- /help/organizations/accept-an-invitation
- /help/organizations/single-sign-on