Adding Users to Joist AI

This document provides step-by-step instructions on how to add users to the Joist AI system. There are two methods: one using Single Sign-On (SSO) managed by your IT team and the other through Joist AI's native authentication system. This guide outlines the process for both methods, ensuring a seamless user addition experience.

Step 1

Welcome to this tutorial on adding users to the Joist AI system. To add users, you can choose between two methods: using Single Sign-On (SSO) or Joist AI's native authentication system. If using SSO, your IT team manages user access to Joist AI. Please contact your IT team to add users through SSO.

Step 2

For adding users directly through Joist AI, navigate to your domain settings. Depending on your access level, you may have the option to allow only invited users or any user with the specified email domain to join.

Step 3

In this example, the domain is @joist.ai. Go to the Users tab to begin adding users.

Step 4

For instance, to add Michael Scott from Dunder Mifflin, enter their details. By default, new users are assigned the viewer role.

Step 5

Click on the "Invite" button. The user will receive an email invitation to register.

Step 6

Once the user completes registration, their account will be confirmed. Administrators can change user roles or remove users as necessary.

Step 7

If your organization uses SSO, after a user signs up, their details will appear in the system. You can adjust their role accordingly.

Step 8

We hope this guide assists you in adding users to Joist AI. Thank you for following along.