Team Management
Invite team members, assign roles, and manage access to your Pulse organisation.
Pulse uses organisation-level membership. Members you add have access to all sites within the organisation, with permissions determined by their role.
Roles
| Role | What they can do |
|---|---|
| Owner | Full access including billing management and organisation deletion |
| Admin | Full access to all sites and settings, except billing and organisation deletion |
| Member | Read-only access to dashboards across all sites |
Each organisation has exactly one owner. Ownership can be transferred but not deleted while the organisation has active sites.
Inviting members
Go to Settings → Organisation → Members and click Invite Member. Enter the person's email address and select a role, then send the invitation. The invitee receives an email with a link to accept. They must have or create a Ciphera ID to join.
Pending invitations are listed separately. You can revoke a pending invitation before it is accepted.
Invitations expire after 7 days. If the invitee misses the window, revoke the pending invitation and send a new one.
Removing members
Owners and admins can remove any member from the organisation. Go to Settings → Organisation → Members, find the member, and click Remove. Removal takes effect immediately — the member loses dashboard access and will not receive any further reports or alerts.
Removing a member does not delete any data they created, such as report schedules or goals. Those remain intact and continue to function.
Changing roles
Owners and admins can change a member's role at any time from the Members tab. The change takes effect on their next page load.