Upgrading to Team Management allows organizations to register their company and create a shared, collaborative environment. With Team Management, companies gain the ability to:
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- Invite teammates and consolidate work in a single company-managed space.
- Eliminate shared logins, ensuring secure, role-based access for every user.
- Gain full visibility into ongoing work across the organization.
- Set permissions and access controls to manage who can view and edit information.
- Build a central Answer Library to streamline responses and improve consistency.
System Administrators that belong to an existing company are able to review any new requests by users requesting to join their organization.
To learn more about registering for Team Management, please see our full help article below:
Manage User Requests
1. Navigate to the System Admin Module and access the Users Screen. Then access the User Requests tab to view any pending requests.
2. Alternatively, users can click on the Review Request button that they receive in the email notification to be redirected to the User Requests Tab.
3. To allow a User into your company, click on the Accept button, as shown below.
4. Once accepted, you will see a confirmation message and the Status will be updated of the User will be updated.
5. To deny a User's request, click on the dropdown arrow and select the Decline option.
6. A confirmation message will appear and the Status will be updated for the selected user.