Release 199 - Firm Invite: Support for Public Email Domains

We’ve made it easier to collaborate with firms using public email addresses - like Gmail, Outlook, or iCloud - while maintaining security and control.

🔧 What’s New:

• Public Domain Invites Enabled: Clients can now invite firms using popular email domains via a new admin toggle.

• Admin Control: A setting under Group & Profile > Firm Invitation Settings allows manager-level users to enable or disable this option.

• Firm Name Setup: Invited firm users set their firm name during onboarding, which appears across Firm Profiles, messaging, and directories.

• Access Restrictions: Public domain users can’t invite others or share access within their org.

• Smart Notifications: Real-time banners alert client users when they attempt to invite public domains without enabling the toggle.

💡 Why This Matters:

This change removes friction for onboarding smaller or international firms without corporate domains, supporting greater platform inclusivity while giving you full control over who you invite.

For questions or support, please reach out to support@persuit.com 🚀