Inviting team members

Pulse lets your team collaborate directly inside the tool, with role-based permissions to control what each invited member can see and do. Whether someone needs full control over a project or just visibility into updates, Pulse's roles let you tailor access to fit their responsibilities. This article covers the available roles, how to invite team members to a project and manage them.

Roles

Currently Pulse supports the following roles:

• Member (default) – Can see the feed and post updates. Visible to the whole team.
• Manager – Has full permissions: fully runs the project, including members, integrations, and identities. Can see observers.
• Client - Same access as a member: can see the feed and post updates, visible to the whole team. Client-only features are coming soon, on top of this base access.
• Guest – Read-only: can see the project but cannot post. Visible only to managers.

Invitation Flow

If the member you want to invite is new to Pulse

1. Click the Edit button at the top of your project page.

   

2. Go to Members tab -> click Invite member

   

3. Keep Invite by Link option selected (set by default)

4. Select a role for the new member: Member (by default) / Manager / Client / Observer

5. Enter member's email (required)

6. Enter member's name (optional)

7. Upload member's avatar (optional)

8. Click Create Invite Link

Copy the generated link into clipboard and share it with the corresponding team member.

If the member you want to invite is already registered in Pulse

1. Click the Edit button at the top of your project page.
2. Go to Members tab -> click Invite member
3. Select Already on Pulse option
4. Select a role for the new member: Member (by default) / Manager / Observer
5. Search by member's name or email
6. Click on the member in the search results (multi-select is not available)
7. Click Add to project button
8. Select another member in the same way and ones all members are added, click Done button.