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Adding Team Members

The process for adding new users depends on your authentication method.

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Social Sign-On (Google/Microsoft OAuth)

Sending an invite
To add someone to your allGood instance, enter their email address and click Invite User. They’ll receive an email invitation to join your organization. Once invited, the user will appear as Pending in the users table until they accept the invitation and complete their first login.

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SAML/SSO Organizations

For organizations using SAML/SSO, you cannot directly invite users through allGood. Instead, your IT department needs to provision the user in your identity provider (Okta, Microsoft Entra ID, etc.) and grant them access to the allGood application. Access flow:
  1. IT provisions the user in your SSO system
  2. IT grants the user access to the allGood application
  3. User logs in through your company’s SSO portal
  4. User automatically appears in your allGood team list

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User Roles

The platform includes four roles, each building on the previous with additional capabilities:

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Basic User

Best for: New team members, contractors, or users who need limited access
  • View existing worksheets and use pre-built templates
  • Cannot create new content or access advanced features

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Basic Campaign User

Best for: New team members who need limited access to just running campaigns
  • View existing campaign and use pre-built campaign templates
  • Cannot use worksheets, or access advanced features

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Standard User

Best for: Regular team members who actively work with data
  • All Basic User capabilities, plus:
  • Create and edit worksheets
  • View lab features (skills, teams, tools)
  • Set up and manage integrations

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Power User

Best for: Advanced users, team leads, or technical specialists
  • All Standard User capabilities, plus:
  • Create and manage custom tools
  • Create and edit teams
  • Full access to lab management features

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Admin

Best for: IT administrators, system owners, or designated administrators
  • Full access to all platform features
  • Manage system settings and user accounts
  • Configure Single Sign-On (SSO)
  • Access event logs and audit trails
  • Invite and remove users

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Permissions Matrix

FeatureBasicBasic CampaignStandardPower UserAdmin
Worksheets
View existing worksheets✅❌✅✅✅
Use worksheet templates✅❌✅✅✅
Create and edit worksheets❌❌✅✅✅
Lab Features
View skills in the lab❌❌✅✅✅
Create and edit skills❌❌❌✅✅
View existing teams❌❌✅✅✅
Create and edit teams❌❌❌✅✅
View tool configurations❌❌✅✅✅
Create and edit custom tools❌❌❌✅✅
System Features
Set up and manage integrations❌❌✅✅✅
Manage system settings and view logs❌❌❌❌✅
Manage users (invite, remove, etc.)❌❌❌❌✅
Campaigns
View campaigns❌✅✅✅✅
Use campaigns❌✅✅✅✅
Create and manage campaigns❌✅❌✅✅

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Managing Roles

To change a user’s role:
  1. Navigate to Settings > Team in allGood
  2. Locate the user
  3. Click their current role to open the role selector
  4. Choose the appropriate role and save
Best practices:
  • Start conservative — assign the minimum role needed
  • Review roles periodically as responsibilities change
  • Limit Admin access to essential personnel only

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Need Help?

Contact your system administrator or reach out to support@allgoodhq.com.

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Troubleshooting

  • Social Sign-On: Ensure they’re using the correct Google/Microsoft account associated with your organization
  • SAML/SSO: Verify with IT that the user is properly provisioned in your identity provider