Inviting Users by Email
Add team members to your business by sending email invitations.1
Navigate to user management
Go to your account settings and click “Company information” and then “Users”.
2
Click Invite User
Click the “Invite User” bbutton.
3
Enter email address
Type the email address of the person you want to invite.
4
Set permissions
Choose their role and access level (Admin, Editor, Viewer, etc.).
5
Send invitation
Click “Send Invite” to email the invitation to the user.
6
User accepts invite
The recipient receives an email and clicks the link to join your team.
Invited users must accept the invitation and create an account before they can
access your team’s content.
Automatic User Provisioning (JIT)
Enable automatic team access for users with specific email domains.What is JIT Provisioning?
Just-In-Time (JIT) provisioning automatically adds users to your team when they sign up with an email address from your company domain. Example:- Your company uses
@yourcompany.comemail addresses - JIT is enabled for
yourcompany.com - Anyone who signs up with
@yourcompany.comis automatically added to your team
Benefits
No Manual Invites
Team members join automatically without waiting for invitations.
Seamless Onboarding
New employees gain access immediately when they sign up.
Reduced Admin Work
No need to manually invite each team member.
Automatic Updates
Your team roster stays current as people join or leave.
Enabling JIT Provisioning
To enable automatic provisioning for your domain:- Contact your sales representative or account manager
- Provide your email domain (e.g.,
yourcompany.com) - Specify default permissions for auto-added users
- Wait for confirmation that JIT is enabled
- Test with a new user to verify it works
Managing Existing Users
Change User Permissions
Update roles and access levels:- Go to user management
- Find the user you want to update
- Click “Edit” or the settings icon
- Change their role or permissions
- Save changes
Remove Users
Remove team members who no longer need access:- Navigate to user management
- Find the user to remove
- Click “Remove” or “Delete”
- Confirm the removal
Removing a user revokes their access immediately but does not delete any
content they created.
User Roles
Common user roles and their permissions:| Role | Permissions |
|---|---|
| Admin | Full access: manage users, settings, content |
| Editor | Create and edit content, limited settings |
| Contributor | Create content, limited editing |
| Viewer | View-only access, no editing |
Available roles and permissions may vary based on your plan. Contact your
account manager for details.
Best Practices
Use Appropriate Roles
Assign the minimum permissions needed for each user’s responsibilities.
Regular Audits
Review your user list quarterly to remove inactive members.
Onboarding Process
Create a process for training new team members on the platform.
Document Roles
Maintain clear documentation of who should have which role.
Quick Reference
| Task | Method |
|---|---|
| Invite single user | User Management → Invite → Enter email |
| Enable JIT | Contact sales representative |
| Change permissions | Edit user → Update role → Save |
| Remove user | User Management → Remove → Confirm |
For questions about user management or to enable JIT provisioning for your domain, contact your Walk the Room sales representative or account manager.