Guide Overview
Summary:
Organization Discoverability determines how users with your company’s
email domain join your account during registration. By configuring your
discoverability settings and managing your verified company domains, you
can streamline onboarding while maintaining administrative control over
account access.
Learning Objectives
- Understand how Organization Discoverability works.
- Configure whether eligible users automatically join your account or
request administrator approval. - Add and manage company domains used to identify eligible users.
- Understand how users are matched to your organization.
- Validate that your configuration is working correctly.
Quick Start Workflow
- Configure your Organization Discoverability setting.
- Add and verify your company domains.
- Test registration with an eligible company email address.
- Confirm users are routed correctly.
- Review and manage newly joined users.
Step-by-Step Instructions
Step 1. Configure Organization Discoverability
Goal: Choose how eligible users join your organization.
Organization Discoverability controls what happens when someone signs up with a verified email address that matches one of your company’s verified domains.
You can choose from the following options:
Auto-Join
When Auto-Join is enabled, eligible users are automatically added to your organization’s account after verifying their email address.
- Users are immediately granted access to your organization’s enabled product applications.
- Users are not granted Billing or User Management permissions by default.
- Users with User Management permissions receive an email notification when a new user joins and can adjust permissions as needed.
Admin Approval
When Admin Approval is enabled, eligible users must request access to your organization before they can join.
- Users are presented with a Request to Join option during registration.
- Users with User Management permissions are notified of the request.
- The user receives access only after an administrator approves the request.
Expected Result: Organization Discoverability is configured to match your organization’s preferred onboarding workflow.
Step 2. Manage Company Domains
Goal: Configure the domains used to identify users who belong to
your organization.
Company domains determine whether a registering user is eligible to join
your account.
Users with User Management permissions can:
- Add new company domains.
- Verify domains using email verification.
- Verify domains using TXT records.
- Remove company domains when no longer needed.
Step 3. Understand the Registration Experience
When a user signs up, if their email domain matches an account’s company domain, they are blocked from creating a duplicate account.
If Auto-Join is enabled
- The user sees a Join Company prompt.
- Selecting Join Company immediately adds them to the account.
If Admin Approval is enabled
- The user sees a Request to Join prompt.
- Administrators are notified.
- The user receives access after approval.
Step 4. Review Default Permissions
Auto-joined users receive:
- Access to enabled product applications.
- No billing permissions.
- No User Management permissions.
Administrators can modify permissions after the user joins.
Validate Your Setup
Confirm that:
- Organization Discoverability is configured as expected.
- Company domains are verified.
- Eligible users are routed to the correct registration experience.
- Auto-joined users receive the expected permissions.
- Users with User Management permissions receive notification emails.
Troubleshooting
| Symptom | Likely Cause | Resolution |
|---|---|---|
| Users are prompted to request access instead of joining automatically. | Organization Discoverability is set to Admin Approval. | Change the Organization Discoverability setting to Auto-Join if you want eligible users to join automatically. |
| A user cannot automatically join the account. | The user’s email address has not been verified. | Complete the email verification process before signing in. |
| A user cannot automatically join the account. | The user’s email domain does not match a verified company domain. | Verify that the correct company domains have been added. |
| A user cannot create a new account. | The user is eligible to join an existing account. | Join the existing organization or contact your account administrator if access is needed. |
| A newly joined user has limited access. | This is the expected default behavior for auto-joined users. | A user with User Management permissions can update the user’s permissions after they join the account. |
| An administrator did not receive a notification email. | The recipient does not have User Management permissions. | Verify that the intended recipient has User Management permissions. |
Frequently Asked Questions
Q: Who can configure Organization Discoverability?
A: Only users with User Management permissions.
Q: Can eligible users create a duplicate account?
A: No. Eligible users are directed to join or request access to the
existing account.
Q: What permissions do Auto-Joined users receive?
A: Access to enabled product applications only. Billing and User
Management permissions are not granted by default.
Glossary
| Term | Definition |
|---|---|
| Organization Discoverability | The account-level setting that determines whether eligible users automatically join an organization’s account or must request access. |
| Auto-Join | An Organization Discoverability option that automatically adds eligible users to an account after they verify their email address. |
| Admin Approval | An Organization Discoverability option that requires eligible users to request access before joining an account. |
| Company Domain | A verified domain associated with an organization’s account that is used to identify eligible users during registration. |
| User Management Permissions | Permissions that allow a user to manage users, company domains, and Organization Discoverability settings. |
| Billing Permissions | Permissions that allow a user to manage billing settings for an account. |
| Verified Email | An email address that has successfully completed the platform’s email verification process. |
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