Adding people: invitations, sign-in methods and password resets

How people get into SnagBane — invitation emails with a one-time link, sign-in with Microsoft, Google, Okta or SAML, password reset, and who counts towards your plan.

People join SnagBane by invitation or by signing in with your company directory. An administrator adds someone under Settings → Users & roles → Add user and SnagBane emails them a one-time link to choose their own password — or, with Business, people simply sign in with Microsoft, Google, Okta or SAML. Many people never need an account at all.

Who needs an account

PersonAccount needed?
Someone filling in a public formNo
An approver deciding from the emailNo
Someone following My requests or using organisation-only formsYes
Form editors, viewers and administratorsYes

The Free plan allows 25 active accounts; paid plans are sized by company size.

Invitations

With email set up, Email them an invitation is ticked when you add a user: the person gets a link to choose their own password — nobody else sees it. The link works once and for 7 days; a new invitation, a password reset or a changed email address makes the old link stop working. People who sign in with a directory get a sign-in link instead. Resend is available until their first sign-in.

Sign-in methods

The sign-in page always offers email and password, plus a button for each single sign-on that is switched on. A person is linked to a provider the first time they sign in with it. Under Settings → Security you can make linked people use single sign-on only; owners keep a password so you can't be locked out. SnagBane never changes anything in Entra ID, Google or Okta — its access there is read-only.

Forgot password

A one-time link valid for an hour, stored only as a hash and rate-limited. The answer is the same whether or not an address has an account, and using the link never skips two-step verification.

Frequently asked questions

Do new people get edit rights?

No. New people start as Respondent — also when they sign in with a directory — until someone gives them a role.

Can we add people automatically?

Yes: directory sign-in creates accounts on first sign-in, and the Enterprise plan adds SCIM provisioning.

See Adding people and Sign-in methods in the documentation.

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