Summary
This article walks you through how to manually invite a new user to Ironclad.
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.
Use Case
At Classics Inc., a legal operations manager needs to give a new team member access to Ironclad so they can start collaborating on contracts right away. The admin goes to Company Settings > Users, sends the invitation, adds the new user to the right groups, and selects the appropriate sign-in method so the user gets the right access as soon as they join. Once the invite is sent, the new team member receives an email link to join Ironclad, appears with a Pending invitation status until they accept, and can begin using the platform with the permissions assigned through their groups.
Permissions
| Features | Company Settings |
| Permissions | Admin role OR Users & Groups Administration = Yes |
Manually Invite a New User
If your Ironclad Account has an SSO, SAML, or Google Sign-In integration configured, you can manually invite them to Ironclad. You can select whether they are added to Ironclad through SSO or email/password. (If you want to change a user's log in method after they have logged in for the first time, submit a request with our Support Team.)
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.
You can invite users to your account that already are part of additional accounts in Ironclad.
- Click on your profile icon located in the top right corner of Ironclad. Navigate to Company Settings > Users.
- Click Invite User.
- Enter the email addresses of the individuals you want to add, hitting the [Enter] key after each email. You can also copy and paste a list of email addresses, separated with commas.
- You can also re-invite users who were previously removed from your account. Email invites are sent to each user, and they will be listed in the Users tab with Pending invitation until they accept the invitation.
- 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.
- You can also select the Sign-in Method to select how the user will be required to sign in. Options may vary depending on what SSO/Identity provider options you have integrated with your instance.
- Click Invite. Email invites are sent to each new user. You can review the status of each pending invitation on the Invites tab.
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