πŸ› οΈManage Account

Admins can manage the general Account settings in the admin screen:

  • Organization Name & Logo

  • Auto-join settings

  • Default team for new joiners

Auto-Join Settings

Make it easier for account members to share boards with their colleagues.

The Auto-Join setting allows you to whitelist your company domains so your colleagues can join the account to participate when a board is shared with them, instead of needing a team invite first.

When someone visits a board in the Account for the first time, if their email address matches the domain, they will automatically join the account if there are available seats.

Simply add your Organization domain(s) to the Auto-join setting to allow automatic account joining for anyone with an email addresses from your domain(s), the first time they visit a board.

If you do not whitelist any domains, new members will need to be invited to the account before they can participate on a board as a member.

Tip - To allow anyone in your domain to automatically join the account when a board is shared with them, type your domain into the Whitelist setting.

If an Organization Account has strict access rules, or a user is invited that does not have a trusted domain, then the user will not be able to join the Organization Account via a board link, and will need to be invited to the Team first.

Default team for new joiners

This is an optional setting, where you can define the default team(s) that new members are added to when they join the account.

If someone is not invited directly into a team when they join the account, they will be added to the team(s) listed in this setting.

You do not have to set a default team.

Last updated