How to add or invite new members to your team?

Created by Pulse - Help Desk, Modified on Mon, 15 May 2023 at 07:58 PM by Akshay Singh

1.  After logging into your Pulse account, hover over “Administration” from the top menu bar and click “Users”

2. Once you click on the User Tab, by default you will be shown the “Users Tab”

3. i) If you have multiple users, you can use the "Upload users" widget

3. ii) If you wish to add a single user, use the " Add a new user" widget

How to invite individual members to your team ?

4.  To invite individual members to the team hit the “Add a new member” widget.

5. You will now see a pop up box appear asking you to add the email id of the member and assign them a role. 

6. There are 3 Roles that you can assign a member on Pulse

a) Role 1 : Super Admin : This role has complete access to all features of Pulse

b) Role 2 : Workers : This role has access the inspections assigned to them

c) Role 3:  Analysts : This role has access to inspections assigned to them and the analytics dashboard

7. Once you have added the email id and the role, you can click on the send invitation button

8.  How to invite members using a upload file?

a) If you would like to invite multiple users, the quickest and easiest way is by using our upload file format. Download the format by clicking on the “Upload member” Tab. 

b) The file looks like this. Now, this file has a set of default email addresses and roles to demonstrate how you can create a file of your own. Remember to clear out this data and start from scratch. 

9.  Once you’re done, save the file and upload the file to Pulse.

Tip: Till the time one doesn’t accept your invitation, the status of that member will remain as “Pending” in the user list

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