Members and invitations
Owners and administrators invite colleagues under Members & access. Teams includes 10 staff places and Teams Plus 25, including the owner. The trial includes three. Active staff and pending invitations count toward capacity. The common research space does not require a client folder.
Send an invitation
- Enter the recipient's exact email address.
- Select Administrator or Analyst and any optional folder assignments. Shared research uses the organization pool and its configured limits.
- Choose Send invitation. The delivery is queued; a shareable link is also available. Treat that link as a secret.
- Review delivery status if the email does not arrive. Creating the link does not itself create a membership.
The invitation opens a dedicated welcome page. A new recipient can create an account with the email prefilled; an existing recipient can sign in. The invitation is resumed after authentication. Acceptance is explicit and requires the verified email named in the invitation. If a different account is signed in, switch accounts first.
An expired, revoked or already accepted link cannot be reused. Reissue an invitation when necessary; do not ask the recipient to share a password or verification code.
Staff SSO and historical access
Staff may use SSO, including a mandatory policy chosen by the owner. External clients keep their named account access. An identity provider does not assign client spaces or promote someone to administrator. Those permissions remain in Profundis.
New Search Teams invitations are for staff. Existing external memberships and invitations remain manageable under Historical access. Those users retain only their assigned folders, permitted budget and explicitly shared content. ASM client-space invitations are a separate workflow.
Remove or change access
Remove a space assignment to revoke that scope, or remove the member entirely. Check separately published reports and guest links. Role and capacity checks apply when an invitation is accepted, so availability can change after the invitation was issued.
Changing a contact in Declared scope & contacts does not invite a user, alter their permissions or notify them.