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Join requests

Join requests are the self-serve path for a second employee at a company that already has an InPolicy workspace. Instead of hitting a dead-end waitlist, they can request to join and a workspace admin approves or declines from the Users page.

How it works

Section titled “How it works”
  1. A prospective member goes to the InPolicy sign-up page and enters their work email.
  2. Because a workspace already exists for their email domain, the sign-up gate redirects them to a Request to join screen.
  3. They confirm their email and click Request to join your workspace.
  4. Every workspace admin with the Manage users permission receives an email notification with a link to the pending requests list.
  5. An admin opens the Requests tab on the Users page, reviews the request, and clicks Approve or Decline.
  6. The requester receives an email with the outcome.

Auto-approve

Section titled “Auto-approve”

Admins can turn on Auto-approve join requests in Settings → Plan. When enabled, join requests for the workspace are approved automatically (the requester is provisioned as a Viewer without waiting for admin review). Auto-approve only takes effect on unlimited-seat workspaces — single-seat free plans still queue requests for manual review.

Reviewing requests (admin)

Section titled “Reviewing requests (admin)”
  1. Open the Users page.
  2. Click the Requests pill next to All (a count badge shows how many are pending).
  3. The table shows every pending request and anything approved or declined in the last 24 hours.
  4. For a pending row, click Approve or Decline.
    • Approve provisions the person as a Viewer in your workspace and sends them a sign-in link. You can assign a more specific role afterward using the role-assignment controls on the Users page.
    • Decline notifies the requester by email.

Approved rows briefly remain visible in the Requests tab before moving to the All/Active filter — this lets you immediately apply role changes without switching views.

Seat limits

Section titled “Seat limits”

InPolicy workspaces start on the single-seat free plan (seatLimit = 1). On this plan, join requests are queued but cannot be approved until seats are unlocked.

Unlocking unlimited seats

Section titled “Unlocking unlimited seats”

There are three ways to upgrade to unlimited seats:

Path Who Where
Sign up with an access code Any new user Sign-up gate
Redeem a code as an existing admin Workspace admin (Manage tenants) Settings → Plan → Unlock with code
Internal flip InPolicy ops/sales Internal API

Once the workspace is unlimited, admins can approve join requests and optionally enable auto-approve.

Email notifications

Section titled “Email notifications”

Three transactional emails are sent as part of the join-request flow:

Email Recipient When
New join request All workspace admins A request is submitted (de-duplicated: one email per requester per 4 hours)
Request approved Requester An admin approves, or auto-approve fires
Request declined Requester An admin declines

All emails are localized to the workspace’s default locale (English, Spanish, French, German, Japanese, Korean, or Chinese).

Idempotency

Section titled “Idempotency”

Re-submitting a join request for an email that already has a pending or decided request returns the existing status without creating a duplicate or sending another admin notification.

Section titled “Related”