> ## Documentation Index
> Fetch the complete documentation index at: https://docs.conformly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Team Collaboration

> Invite teammates, assign findings, set deadlines, and stay notified

## Inviting Team Members

Conformly is built for teams. Invite your engineers, safety managers, and quality leads to collaborate on the same workspace.

<Steps>
  <Step title="Open Workspace Settings">
    Navigate to **Workspaces** in the sidebar. Click on your workspace to expand the members panel.
  </Step>

  <Step title="Click Invite Member">
    Enter the invitee's email address and select their role:

    | Role       | Best for                                                             |
    | ---------- | -------------------------------------------------------------------- |
    | **Viewer** | Stakeholders who need read-only access to findings and reports       |
    | **Editor** | Engineers who upload documents, run analyses, and remediate findings |
    | **Admin**  | Team leads who manage members and workspace settings                 |
  </Step>

  <Step title="Send the invitation">
    Conformly sends an invitation email with a one-click accept link. The invitation expires after 14 days. You can also copy the link directly and share it via your preferred channel.
  </Step>
</Steps>

The invitee creates an account (if they don't have one) and is automatically added to your workspace with the assigned role.

***

## Assigning Findings

When you open a finding in the **Findings** page, you can assign it to any workspace member:

1. Click the **Assign** dropdown on the finding detail panel
2. Select a team member from the list — it shows all workspace members by name and email
3. The assignee receives an **in-app notification** alerting them to the assigned finding

To remove an assignment, select **Unassigned** from the dropdown.

Assignments are visible in the findings list, so safety managers can quickly see who is responsible for which remediation items.

***

## Setting Deadlines

Each finding can have a resolution deadline:

1. Click the **Set Deadline** button on the finding detail panel
2. A calendar picker opens — select the target date (past dates are disabled)
3. The deadline appears next to the finding with a countdown

Overdue findings are flagged automatically. When a deadline passes without resolution:

* The finding shows an **overdue** badge in the UI
* The assigned user receives an **email reminder** (sent once per day, maximum)
* Overdue findings appear in the **What's Blocking Us** section on Audit Readiness

***

## Notifications

Conformly sends notifications through two channels:

### In-App Notifications

The bell icon in the top navigation bar shows your unread notification count. Click it to see:

* **Finding assigned to you** — when a teammate assigns a finding to you
* **Gap overdue** — when an assigned finding passes its deadline
* **Analysis complete** — when a background analysis finishes

You can mark individual notifications as read or use **Mark all as read** to clear them.

### Email Notifications

Conformly sends email notifications for key events:

| Event                    | When it's sent                                                                            |
| ------------------------ | ----------------------------------------------------------------------------------------- |
| **Workspace invitation** | When someone invites you to a workspace                                                   |
| **Analysis complete**    | When a compliance analysis finishes — includes the score and critical/high finding counts |
| **Overdue gap reminder** | When an assigned finding passes its deadline — sent once per day until resolved           |

Email notifications are sent automatically. They include direct links back to the relevant finding or workspace in Conformly.

***

## Discussion Threads

Every finding has a built-in discussion thread where your team can collaborate:

1. Open any finding from the **Findings** page
2. Scroll to the **Discussion** section at the bottom
3. Type your comment and press **Cmd+Enter** (or click Send)

Use discussions to:

* Ask questions about a finding before starting remediation
* Document the rationale for accepting a finding as known risk
* Coordinate with other team members on complex fixes
* Record decisions for audit trail purposes

Comments are timestamped and attributed to the author. They persist as part of the finding's history.

***

## The AI Chat Assistant

Every analysis includes an AI chat assistant that understands your findings in context:

1. Click **Ask AI** on any finding, or open the chat panel from the sidebar
2. Ask questions like:
   * "What are the critical findings?"
   * "How do I fix this gap?"
   * "Write remediation text for this finding"
   * "What does ISO 26262 Part 5 require here?"

The assistant has full context of your analysis results, findings, and document content. When you ask it to generate remediation text, it produces a copyable block you can paste directly into your document.

***

## Exporting Reports

Generate a structured compliance assessment report from the **Audit Readiness** page:

1. Click **Export Report** in the top-right corner
2. The report is generated using AI-written narrative grounded in your actual findings
3. A new browser tab opens with the report — use **Print > Save as PDF** to download

The report includes:

* Cover page with document control metadata
* Table of contents
* Executive summary with compliance score
* Scope and methodology
* Prioritised findings with evidence quotes
* Risk assessment matrix by standard
* Actionable recommendations with timeframes