When another organisation shares an Order with yours, it can name people to notify. People who already belong to your organisation are notified straight away. Anyone else joins your organisation through the share, and an administrator in your organisation approves or rejects them first.
Find people waiting for approval
People who join through a share appear on the Users tab in Settings with the Membership status Pending approval. Administrators in your organisation get an email when someone is waiting for approval.
Approve or reject a person
To approve or reject someone who joined through a share, an administrator uses the row's actions menu on the Users tab.
Click your account name in the top-right corner and select Settings.
Go to the Users tab.
Find the person whose Membership status is Pending approval.
Open the row's actions menu (⋮) and select Approve membership or Reject membership.
Once approved, the person is invited to your organisation. If you reject them, they do not join.
See how each person joined
The Added via column on the Users tab shows how each person joined your organisation, for example:
"Invited by {name}": an administrator invited them from the Users tab.
"Joined through a shared order from {name}": they joined through an Order that another organisation shared with yours.
Approve people at your own email domains automatically
To approve people at your own email domains automatically, an administrator turns on Let people at our email domains join automatically on the Organisation policies card in Settings > Account. People who join through a share with an email address at one of your organisation's Email domains are then approved without waiting for an administrator.
Important: This setting is not available if your organisation uses single sign-on (SSO), or if it has no email domains recorded. Addresses that start with info@, admin@, sales@, support@ or noreply@ still need an administrator's approval.
To invite people yourself, see How do I add a new User to my Organisation? For the other settings on the Account tab, see How do I update my details in account settings?
