This topic will walk you through how to manage users. This includes how to invite users, add a company logo to your email invite, and remove users from a workflow.

Ironclad administrators can manage existing users and invite new users to collaborate using Ironclad. Ironclad supports new user invitations through existing SCIM, SSO, SAML, Google Sign-In integrations, or directly through the Ironclad app. When you invite a new user, Ironclad sends the individual an email notification containing a link to join Ironclad.

For SCIM, SSO, SAML, and Google Sign-in integrations, you can deauthorize users through your integration service. If you have an SCIM integration configured with Ironclad, review our user management instructions for Azure, OneLogin, and Okta.

Skip To:

• Manually Invite a New User
• Invite a User to Join an Active Workflow
• Add Company Logo to New User Email Invite
• Manually Remove a User
• Remove a Participant or Leave a Workflow
• Manage User Permissions

Manually Invite a New User

If your Ironclad Account has an SSO, SAML, or Google Sign-In integration configured, all new user invites  default to that integration’s invitation method for all new users. Please ensure that all team members that you want to invite to Ironclad are provisioned and added to those integration services before inviting the users. Password login is an option for new invitations only if no other sign-in integration has been set up.

1. Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups > Users.
2. Click Invite User.
3. Enter the email addresses of the individuals you want to add, separating each email with a comma. You can also copy and paste a list of email addresses, separated with commas.
   • Note: For security reasons, new users from unknown email addresses are prohibited from being added to your Ironclad account without prior authorization. Please contact Support at support@ironcladapp.com for assistance.
4. In the Add to groups dropdown, select any groups you would like the new users to be automatically added to. If you want to learn more about groups and the associated permissions, refer to Manage Groups.
5. Click Invite. Email invites are sent to each new user. You can review the status of each pending invitation on the Users and Groups page.

Invite a User to Join an Active Workflow

1. Click the Dashboard tab, and then select the workflow you want to invite the user through.
2. In the Activity Feed, @mention the user. Click Add Comment.

Add Company Logo to New User Email Invite

1. Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Profile.
2. Click Upload.
3. Select an image. We recommend uploading a .png with a maximum width of 200 pixels.
4. Click Upload.

Manually Remove a User

If you are an Ironclad Admin, you can manually remove users. If you are part of a large organization, the change can take some time to go into effect. 

1. Click on your name located in the top right corner of Ironclad. Navigate to Company Settings > Users and Groups.
2. Click Remove User next to the user you want to remove.
3. If the user is assigned to any active or paused workflows, you are prompted to reassign these workflows to another user. You can also reset approvals for workflows where the user is a reviewer. Click Remove User. This action cannot be undone. While you can contact Support to add the user to Ironclad again, this will not carry over the user's previous workflows and settings. It will be as if you are adding a new user.

Remove a Participant or Leave a Workflow

Sometimes, you may no longer need a specific user to participate in a workflow. Common situations that cause this are job changes, team re-organizations, or the user having no further action to take. If you are a workflow owner or account administrator, you can remove internal workflow users who are no longer required, were invited by error, or opt to leave a workflow when you have no role or action to take.
There are two exclusions to this functionality:

1. Users with assigned workflow roles such as approver, signature coordinator, etc. cannot be removed from a workflow until that role is reassigned, due to the critical nature of their participation.
2. You cannot remove external workflow participants such as counterparty invitees.

If you wish to remove a participant who occupies one or both of these roles, please reassign or transfer the role to another team member first.

Participant View

Workflow Owner / Company Administrator User view

1. Click the Dashboard tab, and then select the workflow you want to invite the user through.
2. In the Participants section, click Manage. A list of participants displays.
3. If you want to remove a participant, locate the participant you want to remove and click Remove. You can add participants again in the future if the needed.
4. If you want to remove yourself, click Leave Workflow.