Approve join requests and find members

When someone asks to join your practice, or a coworker who isn't an admin invites them, the request waits for an admin. Approve the people you know and reject anyone you don't.

Before you start

• You need to be an organization admin. Only admins see the Members tab.

Approve or reject a request

1. Click Settings, the gear at the bottom of the left bar.
2. Click Organizations.
3. Click your practice.
4. Open the Members tab.
5. If the search bar doesn't show a Pending pill, click the filter icon next to the search box.
6. Choose Show only pending members.
7. On the row of someone you recognize, click Approve.
8. The window names the person and your practice. Click Approve to let them in.
9. On the row of a request you don't recognize, click Reject.
10. Click the red Reject. They aren't added, and the request goes away.
11. Click the x on the Pending pill to see the full roster again.
12. The person you approved is now a member, with Manage and Remove links on their row.

On the mobile app, tap the more button on the person's row and choose Approve or Reject, then confirm.

Find a member

1. Click Settings, the gear at the bottom of the left bar.
2. Click Organizations.
3. Click your practice.
4. Open the Members tab.
5. Type a name or email in Search for members. The list narrows as you type.
6. Find the person in the list.
7. To see only people waiting for approval, clear the search and click the filter icon next to the search box.
8. Choose Show only pending members.
9. A Pending pill shows the filter is on. Only people waiting for approval are listed.
10. Act on a person from their row: Approve, Reject, Resend invite, Manage or Remove.

To see everyone again, click the x on the Pending pill or choose Show all members.

Good to know

• While requests are waiting, the Members tab opens with the pending filter on. If someone seems to be missing, check for the Pending pill and clear it.
• Each member you approve counts toward your Team Chat plan. See Pricing and plans.
• If a person never got their invite email, see Resend an invite.

Related

• Invite teammates and choose their role
• Change a member's role or title, or remove them
• Administrative features