This feature allows your organization to implement an approval process for outside organizations invited into your Prodeal rooms.
To turn on the Guest Access Approval:
Click on the Account button at the bottom left corner of the global navigation bar and select Organization Dashboard.
Click on the Security tab and click on "Configure" on the right side of the Guest Access Approval section
A pop-up window will appear and toggle switch to On found on the right side to turn on Guest Access Approval.
Select your desired org admin(s) that will be in charge of approving guests. Org admins can always change the designated approver(s) at any time.
💡 Pro Tip: This designation is a very important role. Please ensure that you discuss the responsibility of being an approver with the selected org admins before turning on this feature. Prodeal is used by individuals at your organization who are focused on sharing documents on time sensitive matters. This feature can slow down that process. Having a plan for implementation is essential.
Once turned on, users at your organization will see a notice on the teams page reminding them of the approval needed before the external user receives an invitation.
💡Pro Tip: Prior to turning on this feature, discuss this step with members of your organization that use Prodeal. Getting ahead of these changes will ensure no surprises to their workflow.
Managing Guest Requests
After selecting your desired org admin(s) for approval, the org admin(s) will now see a tab for Guest Access Approval below the Security tab.
How it Works
Reviewing: Admins can approve or deny guest requests and have the option to include a note.
One-Time Approval: Once a specific guest user or an entire domain is approved, they are "whitelisted." You will not need to approve that guest again if they are added to other rooms in the future.
Notifications: When a user invites an external guest, the designated Org Admins will receive an email notification automatically.
Note: Guest Access Approval is off on your organization's account by default. Only Org Admins have the ability to configure the Guest Access Approval.