Adding a New User

Summary

Users can be added to Gem in the following ways:

1. They can go directly to gem.com and log in with their work email address.

2. A Gem Admin can invite them from the Team Settings dashboard.

3. A current Gem user can request a Review of a candidate from another team member who does not have a Gem account yet.

Instructions

Method 1: Signing in from gem.com

1. Go to the Gem website: https://gem.com

2. Click the "Login" button.

3. Sign in with work email address. (Email domain must match your team's domain in order for them to be added to your Gem instance.)

4. Follow the on-screen directions to set up the account and complete the new user onboarding tutorial.

Method 2: Invitation by Gem Admin

1. Gem Admin: Go to your Team Settings dashboard.

2. Under Team members click Invite User to Gem.

3. Input their email address. (Email domain must match your team's domain in order for them to be added to your Gem instance.)

4. They will be sent an email with steps on how to sign up.

5. Follow the on-screen directions to set up the account and complete the new user onboarding tutorial.

Method 3: A non-Gem user received a Review request

1. From the Review request email, click on the provided link to open Gem.

2. Sign in with work email address. (Email domain must match your team's domain in order for them to be added to your Gem instance.)

3. Team members who create an account through a Review request will skip the standard new user onboarding flow and will not be required to add the Gem extension to Chrome.

Things to note

• Allowlist - If your team has access to our Allowlist feature, new users will not be able to sign in until a Gem Admin has added the individual's email address to the list. The Allowlist can be updated/edited by Admins from the Team Settings dashboard. Note that the Allowlist is case-sensitive (i.e. Your.Name@company.com will be interpreted differently than your.name@company.com) and users will need to be added with their exact email address.

• User Access - By default, new users will be added to Gem with Standard access. After they create an account, Gem Admins can edit their access level from the Team Settings dashboard. Alternatively, Gem Admins can change the default access that new users who sign up will have in advance from the Team Settings dashboard. More info on User Access levels can be found here.

• SSO (single sign-on) - By default, Gem will use either Google or Microsoft OAuth to sign users in. If your team uses an identity provider (ex. Okta or OneLogin) to log into apps, users can still sign into Gem via the default Google or Microsoft login flow, but going through your identity provider instead will take some additional steps to configure. Gem also supports JIT (just in time) provisioning to help new users get signed in, as well.