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Manage Members and Identity Access

Learn how to add members, share join codes and configure identity access for your organization.

Written by Gemma Azur

šŸ§  Overview

The Members tab allows you to manage your teamā€™s access to Sherlock. You can invite teammates, assign roles, and configure secure authentication through SSO and SCIM.

šŸŖœ Add Members by Email

  1. Go to Settings ā†’ Members.

  2. Click Add by Email.

  3. Enter the teammateā€™s email address.

  4. Select a Role (Admin, Coā€‘ordinator, or Viewer).

  5. Click Add Member.

šŸ”— Share Join Code

  1. Click Share Join Code.

  2. Copy the code and share it with teammates.

  3. Members can use this code to join your organization directly.

šŸ” Search and Manage Members

  1. Use the Search bar to find members by name or email.

  2. Click the Role dropdown beside a memberā€™s name to:

    • Change their role (Admin, Coā€‘ordinator, Viewer).

    • Remove them from the organization.

šŸ” Configure Identity Access (SSO & SCIM)

  1. Under Identity Access, enable SAML2.0 for Single Signā€‘On.

    • Enter your metadata URL and domain.

    • Click Save Identity Settings.

  2. Enable SCIM for automatic user provisioning.

    • Generate or rotate your SCIM API Key.

    • Click Save Identity Settings.

šŸ’” Notes

  • Only Admins can add or remove members.

  • SSO and SCIM setup should be configured by your IT or security administrator.

  • Join codes expire periodically for security reasons.

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