This applies to:
Available with the following QorusDocs Editions:
People who are on the same Office 365 subscription as you, but who are not users in your QorusDocs Content Hub, have the ability to request to join your hub.
When they do that, the person who plays the role of 'Primary Admin', is notified by a 'Join Request' email, and can either approve or reject the request in your QorusDocs Hub.
In this article we'll cover the following:
- How an unlicensed user can request to join your hub
- The Join Request email notification to the Primary Admin
- The Primary Admin reviews and approves or rejects the Join Request
- How to become a Primary Admin
1. How an unlicensed user can request to join your hub
If a coworker who is an Office 365 user, but not a QorusDocs user, attempts to log into QorusDocs, they will see a window a bit like this one, after they've authenticated themselves using their Office 365 credentials.
In the example in the screenshot above, this particular organization has one hub called 'catalytique'. If that organization had multiple hubs, they would all be listed here - and next to each one, QorusDocs would display the name and contact information for the Primary Admin on the hub (here it's Olivia Hardy), and a 'Join' button which the user shall click.
2. The Join Request email notification to the Primary Admin
When an unlicensed user requests to join your QorusDocs hub, the Primary Admin receives an email notification like this one, with a link to action the request:
3. The Primary Admin reviews and approves or rejects the Join Request
Clicking on the link in the email will take the Primary Admin to your QorusDocs Hub, where they will be able to choose a role for the user (assuming that this Join request will be approved):
Once the user’s role is selected, the Primary Admin clicks on the cog/gear icon, then on Approve:
If the Primary Admin decides to reject the Join request instead, then they could skip step 3 from the previous screenshot, and click on the cog/gear icon, then click Reject.
4.How to become a Primary Admin
If you're wondering how to specify who amongst your QorusDocs Admins should play the role of Primary Admin, you can do that by accessing their user profile by checking the box ‘set as Primary Contact’: