Overview
Trusted Domains allow contacts to be shared across multiple workspaces within the same organization. When a contact is created in any workspace that belongs to a Trusted Domain, that contact becomes available across all connected workspaces.
This helps prevent duplicate records and ensures contact information stays consistent across the organization.
Prerequisites
Before creating a contact, make sure you have:
The contact’s full email address
The contact’s company name
What Is a Trusted Domain?
A Trusted Domain groups contacts based on their email domain (the portion after @).
This means:
The same person can be reused across multiple workspaces
Contacts are uniquely identified by email
Permissions and access remain workspace-specific
Each contact exists once across the Trusted Domain, even if they appear in multiple projects or workspaces.
Why Trusted Domains Matter
Trusted Domains help organizations:
Avoid duplicate contacts
Keep contact information consistent
Reuse contacts across projects and workspaces
How to Create a Contact (External Collaborators)
All contacts are created through the Contacts module.
Steps
Go to Contacts
Click + Add Contact
Enter the full email address
Enter the contact’s name and company information (if applicable)
Click Save
Important Notes
If the email address already exists, INGENIOUS will associate the contact with the company linked to that email’s Trusted Domain
Creating a contact does not give the person access to a workspace
Trusted Domains for Off-System Contacts
Off-system contacts are people whose details exist in INGENIOUS as contacts but do not have login or workspace access.
How It Works
Off-system contacts are identified by their email domain
The first contact created for a domain establishes the Trusted Domain for that company
Any future contacts created with the same email domain are automatically associated with the same company
These contacts can later become on-system users if they are invited to a workspace by you or another collaborator.
Example
You create a contact named Jane with jane@vendor.com
INGENIOUS creates a Trusted Domain for vendor.com
Any future contact with @vendor.com is automatically associated with Jane’s company
Trusted Domains for On-System Users
On-system users are people who log in to INGENIOUS and belong to a workspace.
How Trusted Domains Are Set
The Trusted Domain is initially determined by the first verified user who logs into the workspace
Admins or those with relevant permissions can later edit Trusted Domain settings in Company Settings if needed
This ensures internal users are grouped correctly across connected workspaces.
When an Off-System Contact Becomes an On-System User
If a contact is created off-system and later invited to join INGENIOUS:
Their existing contact record is reused
They become an on-system user for the associated workspace
Their Trusted Domain remains unchanged
Workspace-owned information (such as contact and company details) can only be edited by users within that workspace.
Summary
Trusted Domains allow organizations to:
Maintain a single contact record across all workspaces
Prevent duplicate contacts
Reuse contacts across projects without re-creating them