Members - Pulze.ai

Overview

The Members section allows you to invite, manage, and control access for all members of your organization. You can view member details, manage permissions at both organization and space levels, and track member activity.

Viewing Members

The Members table displays comprehensive information:

• Name and Avatar - Member profile picture and full name
• Email - Contact email address
• Member Since - Date when the member joined
• Org Permissions - Organization-level permission badges (Admin, Editor, Viewer)
• Status Indicators - “You” badge for current user, “Pending” or “Declined” for invitations

Inviting New Members

Invitation Process

1. Click the “Invite Member” button
2. Enter the member’s email address
3. Select their organization permission level:
   • Admin - Full access to all features and settings
   • Editor - Can edit and manage resources
   • Viewer - Read-only access
4. Send the invitation
5. The invitee will receive an email with a link to join

Invitation States

Members can have different invitation statuses:

• Active - Member has accepted and joined
• Pending - Invitation sent, awaiting response
• Declined - Member declined the invitation

Resending Invitations

For pending invitations, you can:

• Resend Email - Send the invitation email again
• Send New Invite - Create a new invitation with updated permissions

Managing Member Permissions

Organization Permissions

Set organization-wide access levels:

• Admin - Full administrative access
  • Can manage members, API keys, and all settings
  • Access to all spaces and resources
• Editor - Can create and edit resources
  • Manage content and configurations
  • Limited administrative capabilities
• Viewer - Read-only access
  • Can view but not modify resources
  • Ideal for stakeholders and observers

Space-Level Permissions

Members can have different permissions in different spaces:

• View a member’s space associations
• Grant or revoke space-specific access
• Customize permissions per space

Member Details Panel

Click on any member to view detailed information:

• Profile Information - Name, email, avatar
• Space Memberships - List of spaces the member can access
• Space Permissions - Permissions for each space
• Activity Information - Join date and recent activity

Search and Filtering

Advanced Search

Search across multiple fields:

• Name - Find members by their full name
• Email - Search by email address
• Spaces - Find members in specific spaces
• Permissions - Search by organization or space permissions

The search is real-time and provides instant results as you type.

Sorting

Click column headers to sort by:

• Name (A-Z or Z-A)
• Member Since (newest or oldest first)
• Org Permissions (alphabetically)

Click again to reverse the sort direction.

Result Count

When searching or filtering, see how many members match: “Showing X of Y members”

Member Actions

Removing Members

Removing a member revokes all their access immediately.

To remove a member:

1. Click the menu icon (⋮) next to the member
2. Select “Remove Member”
3. Confirm the removal
4. The member loses all access to the organization and its spaces

Managing Member Roles

Admins can:

• Update organization permission levels
• Modify space access and permissions
• View member activity and associations

Export Member Data

Export your member list as CSV for reporting and analysis:

1. Click “Export as CSV” at the top of the members table
2. The CSV includes:
   • Name and email
   • Member since date
   • Organization permissions
   • Space names and associations
   • Space-specific permissions
3. Use the exported data for:
   • Auditing and compliance
   • Reporting to stakeholders
   • Integration with other systems

Permission Requirements

Admin permissions are required to:

• Invite new members
• Remove members from the organization
• Modify organization-level permissions

Editor permissions are required to:

• Resend invitation emails
• View member details
• Manage space-level access (for spaces where you have permissions)

Best Practices

Regular reviews: Periodically audit your member list to ensure only active team members have access.

Appropriate permissions: Assign the minimum permissions necessary for each member’s role.

Prompt invitation handling: Follow up on pending invitations and resend if needed.

Documentation: Use the CSV export to maintain records of member access for compliance.

Common Tasks

Onboarding a New Team Member

1. Click “Invite Member”
2. Enter their email and set appropriate permissions
3. Send the invitation
4. Follow up to ensure they accept
5. Add them to relevant spaces after they join

Offboarding a Team Member

1. Locate the member in the list
2. Click the menu icon (⋮)
3. Select “Remove Member”
4. Confirm removal
5. Their access is revoked immediately

Changing Member Permissions

1. Click on the member to view details
2. Update their organization permissions
3. Adjust space-specific permissions as needed
4. Changes take effect immediately