Overview
Teams and team membership continuously evolve to keep up with organizational needs. It can be difficult to ensure organizational integrity by solely relying on Admins to manage it.
The Request to Join solution aims to enable a distributed team membership model whereby:
Users are empowered to see what teams exist and request to join a team or teams
Administration bottlenecks are reduced with a seamless approval flow for team leaders to manage requests
Centralized admin controls to approve requests in bulk or work through the queue
With this feature, non-members of a team can proactively request to join a team rather than waiting for a manager or admin to add them first. This feature can be enabled upon request; contact your CSM for more information.
Request to Join a Team
From the Teams Landing Page
Click Teamwork on the main menu
Select Teams
Locate the team on the Teams Landing Page
Note: Hidden teams will not appear in searchClick the Kebab on the team you'd like to join
Click Request to join
(Optional) Write a message along with your request in regards to joining the team
Click Request to join team
You’ll then see “Request to join team” turns into “Pending request"
You’ll receive an email noting whether your request was approved or denied by the team manager or admin
From the Team Page
Navigate directly to the Team page you'd like to join
Click the Request to join team button
You’ll then see “Request to join team” turns into “Pending request"
You’ll receive an email noting whether your request was approved or denied by the team manager or admin
Managers: Approve or Deny Requests
Team Managers, Co-managers, and Team Admin will receive an email notification and an in-app notification when someone requests to join their team. There will also be a Member Request queue on the Teams Page.
Navigate to the Teams Landing Page and click Member Requests, or click Review member request in email notification
Select either Approve or Deny for each request, or select the check boxes of multiple requests and approve or deny in bulk
Admins: Approve or Deny Requests
Admins also have a Member Request queue to approve requests on behalf of a Manager.
Click the 9-dot menu on the upper left-hand side of the page
Navigate to Admin tools
Click Team Member Requests
Select either Approve or Deny for each request, or select the check boxes of multiple requests and approve or deny in bulk