Inviting Users and Shared Findem Workspaces

Table of Contents

Inviting Users

Joining an Existing Findem Workspace

Inviting Users

There are a few ways you can invite users to join your Findem account. You can also join an existing account if you are invited by a colleague.

Note:

Multiple users are supported on all plans. You can add up to 5 users (primary user + up to 4 more). For more information on available plans, check out this article.

To invite new users:

1. From the left-hand dashboard, choose Account Management.
   
2. Click Workspace, then Add Member.
   
3. Enter the name(s) and email addresses of the user(s) you'd like to invite, along with an optional custom message. Click Send Invite.
   
4. The invited user will receive an email like you see below.
   

Note:

You can also resend or revoke the invite from the same menu where you added the user. Click the ellipsis next to the user's name and select Resend Invite or Revoke Invite.

Joining an Existing Findem Workspace

There are two ways to join an existing Findem workspace:

If you've received an invitation:

As an invited user, if you receive an email from your colleague/Findem, begin creating your account by clicking Activate Account in the email.

Follow the on-screen prompts to create your account. For more on activating a new Findem account, check out this article.

If you need access to a workspace:

To gain access to a Findem workspace:

1. Contact the Workspace Owner/admin user of your organization invite you. Ensure they usesthe correct email address when sending the invitation.
2. Check your email (including spam folder) for the invitation.
3. Follow the invitation link to create your account.

If you are attempting to create a new Findem account without having been invited by a colleague, and Findem detects that someone else at your company (with the same email domain) has already created an account, you'll be asked if you'd like to join that workspace. If you choose to join your colleague(s), Findem will send a request on your behalf to the admin user of the account. Once they approve your request to join, you'll receive a welcome email to begin setting up your account.

Note:

Shared accounts among multiple colleagues will share contacts, etc. based on your Findem plan. By default, searches are not shared. Even in shared workspaces, users must take action to share a search with a colleague.

You can also decline to join your colleagues in favor of your own account. If you have an existing plan/account and want to join a colleague in their plan, Findem will downgrade your existing account in order to join the shared workspace. Contacts will not transfer to your new account.

In a shared account, users can only see the searches they've been granted access to. Searches are private by default, requiring explicit sharing for others to view. This preserves privacy and control, while enabling collaboration when needed. Sharing searches is a manual process, allowing you to selectively grant access and keep sensitive work private.

• Accounts can have multiple users
• Users only see searches they've been granted access to
• Sharing a search is an explicit action using the Share button
• Can add or remove user access to a shared search
• Same sharing workflow on search page or through More options
• Shared searches are visible, unshared ones remain private