Join your Organization in RGE Studio

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Overview

RGE Studio automatically helps you find teammates who are already using the platform. When a RGE Studio user signs up with their company email, we check for other accounts using the same domain (e.g., @yourcompany.com). If there’s a match, you may see a notification when signing in to let you know that your team is already on RGE Studio. You can join or request to join an existing team account, making it easy to collaborate right from the start.

Let's take a look at how it works.

Setting up your organization

Account Owners manage whether users in RGE Studio on the same domain can see the organization. You’ll be prompted to set this up when you first sign up for RGE Studio. These settings are also available on the Manage users page. Here, you'll find a Discovery settings button at the top of the page, as shown in the screenshot below.

The discovery settings determine if external users with the same domain can see your account. The settings determine how these external users can join (or request to join) your account. The following options are available:

• Teammates can join Allows anyone with the same domain to join your account immediately.*
• Teammates can request Allows anyone with the same domain to see that your account exists. They'll need to send a request and be approved to join your organization.
• Only when invited Prevents anyone from seeing your account, even if they share your domain.

*This option is only available for the Starter plan. 

By default, most accounts are set to Teammates can Request. For those on the Enterprise plan, the default is Only when invited. You can change this setting at any time.

Managing requests

If you enable Teammates can request, you may start receiving seat requests from external users wanting to join your account. Both Account Owners and Admins can manage these. The notification center will inform you of any new requests.

You can review any pending join requests on the Manage Users page. They’ll populate just above the Discovery settings.
 

Use the icons to either accept or reject the seat request. 

If you accept the request, the platform redirects you to a page similar to the one you use to invite new team members to your account. The screenshot below shows an example of this page. You can approve the user as either a member or a viewer. If you approve them as a member, you can also select their user role in your RGE Studio account. For more information, please see User roles & permissions.

If you are an Admin, your account must have available members for you to accept a join request. If applicable, an error will notify you to contact the account owner so they can expand your team. For Enterprise accounts: If there are no available members in your account, the Owner and Admins can contact Sales via the form to purchase additional users.

If you deny a join request, the requester will not be able to request access to your account again. However, you can always invite them directly if you change your mind. 

Once you address the join request, the user who sent it will receive an email notification letting them know whether their request was accepted or denied.

Joining your team's organization

You can find and join your team's organization any time that you log into the platform. This option is found in the drop-down menu in the upper right-hand corner of the platform. Click on your name to expand the menu. You will see an option to Join a team at the bottom of the drop-down. Please note that this option is only available if applicable RGE Studio accounts exist.

In the Join your teammates modal, you may see the following options:

• Join
• Send request

Note that you may not see all accounts associated with your organization. Account Owners may choose not to make their account visible to external users. As a result, you will only see those with visibility enabled.

The Join button gives you immediate access to the requested account. The Send request button notifies the account's Owner and Admins of your request. They must accept your request before you can join the account. You'll receive an email notification to let you know if your request has been accepted or denied.
 

After joining an account, you'll still have access to your personal account. Switch between different accounts from the drop-down menu in the upper-right corner. Click on your user name and select Switch organization to see an overview of your accounts. From here, you can select the account you wish to access.