User Lifecycle Management13% of the exam
Onboarding with default channels and workspace invitations
How new people reach the right workspaces and channels: workspace default channels and who they skip, org-wide default channels with Required membership, adding existing org members to a workspace, and how invitations and invite links work per plan and under SSO.
Determine the process for getting new users into the right workspace(s) and channels.
~8 min read · 5 practice questions ·
What the exam expects
- Set workspace default channels so new hires land in the right public channels, and explain why existing members and guests are not added.
- Make a channel mandatory for everyone in an Enterprise org with an org-wide default channel set to Required membership.
- Add existing org members to a new workspace from the org directory or through an IdP group.
- Explain who can send invitations and invite links on each plan, and why the invite link option disappears once SSO is on.
Key terms:
- Default channel: a public channel that new members of a workspace join automatically.
- Org-wide default channel: a public, org-wide multi-workspace channel that an Org Owner or Admin sets as default for the whole Enterprise org, with Optional or Required membership.
- Required membership: the org-wide default channel setting under which members can't leave the channel.
- Invite link: a shareable link that lets anyone who clicks it join the workspace, active for 30 days and usable by up to 400 people.
Key facts
Default channel type
- Detail
- Public channels only
#general
- Detail
- Members always added; can't be changed
Existing members
- Detail
- Not added when a workspace default channel is set
Guests
- Detail
- Never auto-added to default channels
Org-wide default channels
- Detail
- Public, org-wide multi-workspace; up to 25; Optional or Required
Required membership
- Detail
- Members can't leave the channel
Add org members to a workspace
- Detail
- Organization settings > Workspaces > Add Members, or connect IdP groups
Invitation lifetime
- Detail
- Active for 30 days; owners and admins can resend
Invite link
- Detail
- Free, Pro, Business+; 30 days; up to 400 people
Invite link under SSO
- Detail
- Option not shown once SSO is enabled
- Why does a long-time member not appear in a channel that was just made a default channel?
- When can an org-wide channel stop members from leaving it?
- How many people can use one workspace invite link, and for how long?
- Why can't a team lead find Copy invite link after the workspace turned on SAML SSO?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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