Olive Helps - Onboarding Documentation
Developer HubContact Us
  • Overview
  • Choosing an Administrator
  • Configuring your Infrastructure and System Requirements
    • Granting Firewall and AntiVirus Access
    • System Requirements
    • Security / IT FAQs
  • Getting Started with Olive Helps
    • Downloading and Installing Olive Helps
    • Creating an Olive Account
    • Distributing Olive Helps
  • Configure Your Organization
    • Updating Your Name and Logo
    • Configuring Loop Permissions
    • Setup SSO using Azure Active Directory
    • Setup SSO using SAML
    • Custom User Management
    • Tax Exemption Status
    • Managing Your Application Updates
  • Quick Reference Loop Help Documentation
    • How to Use the Quick Reference Loop
      • Accessing the Quick Reference Loop*
      • Setting up Your Quick Reference Loop with a Knowledge Area
      • Fixing Errors with Your Knowledge Area
      • Editing, Deleting & Navigating a Knowledge Area
      • Searching for Content
      • Submitting Feedback
  • Sidenote Cloud Sync Documentation
    • Sidenote Cloud Sync Overview
  • Getting Help
    • Olive Helps Support
    • Loop Support
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  1. Configure Your Organization

Custom User Management

Configuring rules to have users join your organization.

PreviousSetup SSO using SAMLNextTax Exemption Status

Last updated 3 years ago

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Adding new users to your organization

Olive Helps can be configured to allow you to have new users automatically placed into your organization based on rules with a user's email domain. If you wish to have new users automatically added to your organization based on their email domain, simply visit the Loop Library, then the Profile & Settings tab within Organization Details. This will allow you to establish 'Auto-Join'.

Once Auto-Join is enabled, users that create an account using your organization’s email domain will automatically be added to your organization and can be viewed on the User Management page.

Adding new users to your organization - Auto Join