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Configuring how people join your organization

Configuring how people join your organization

This article shows you how to set join rules so new members match your security and onboarding policy. Dailybot supports open self-join, approval queues, email-domain restrictions, and invite-only access — often combined (for example, domain allowlist plus admin approval).

Before you begin

  • You need Organization admin permissions.
  • Know whether people should discover your org via a link, only through invites, or only from approved company domains.

Steps

  1. Sign in to the Dailybot web app and open Organization settings.
  2. Open the section labeled Members, Access, or Join (wording may vary by version).
  3. Configure open join: Turn on self-join with a shared link if anyone with the URL may join without an individual invite. Turn it off when you want every join to go through an admin or an explicit invite.
  4. Configure approval required: Enable pending join requests or admin approval so each new signup waits in a queue until an org admin (or a delegated role, if available) accepts or denies it. Enable notifications for pending requests if the UI offers them.
  5. Configure domain restriction: Add allowed email domains (for example yourcompany.com). Save so accounts whose email is outside those domains cannot complete self-join; they can still be added with a direct invite if your policy allows.
  6. Configure invite-only: Disable public or link-based self-join and rely on Invite actions (email or chat) so every member is explicitly added. Pair with domain rules if you want invites limited to company addresses.
  7. Set the default role for people who self-join (typically Member) and confirm whether managers or other roles may approve joins when your plan supports delegation.
  8. Save all changes and note the effective invite link your IT or People team should distribute.
  9. Test with a secondary account: try the link, a disallowed domain, and an allowed domain to confirm behavior matches your policy.
  10. Share Moderating who joins your organization with anyone who handles the approval queue day to day.

What to expect after

New join attempts follow the rules you saved immediately. Tightening settings does not remove people who already belong; it only affects future signups. If requests pile up, adjust notifications or add a second admin so approvals stay timely.