Space Members - Pulze.ai

Overview

Space members are team members who have access to a specific space. Each member can be assigned different permission levels to control what they can do within the space.

Member Roles

Pulze supports three primary permission levels for space members:

Admin

Full control over the space:

• Manage space settings and configuration
• Invite and remove members
• Assign and modify permissions
• Delete the space
• Access all conversations and data
• Configure models, routers, and assistants

Editor

Create and modify content:

• Start and participate in conversations
• Upload and manage data
• Create and edit documents
• Schedule tasks
• Comment on messages
• Cannot modify space settings or manage members

Viewer

Read-only access:

• View conversations and messages
• Access shared documents
• See space data and files
• View member list
• Cannot create or modify content
• Cannot access space settings

Adding Members

1. Open Space Settings
   • Navigate to your space and click the Settings icon
2. Navigate to Members Section
   • Find the “Members” section in the side panel
3. Click Add Member
   • Click the ”+” icon next to the Members heading
4. Enter Member Details
   • Enter email address or select from organization members
   • Choose permission level (Admin, Editor, or Viewer)
   • Add a personal message (optional)
5. Send Invitation
   • Click “Invite” to send the invitation

Member Management

Viewing Members

The Members section displays:

• Profile Picture: Member’s avatar
• Name: Full name or email
• Permission Level: Current role in the space
• Status: Active, pending invitation, etc.
• Last Active: Recent activity timestamp

Modifying Permissions

To change a member’s permissions:

1. Locate the member in the Members list
2. Click on their current permission level
3. Select the new permission from the dropdown
4. Changes are saved automatically

Only space admins and organization admins can modify member permissions.

Removing Members

To remove a member from a space:

1. Find the member in the Members list
2. Click the actions menu (three dots)
3. Select “Remove from space”
4. Confirm the removal

Removed members will lose access to all space conversations, data, and documents.

Member List

The space home displays a preview of space members:

• Up to 5 members shown by default
• Profile pictures in a row
• Click to see full member list
• Admin badge for administrators

Invitation Management

Pending Invitations

Track invitations that haven’t been accepted:

• View pending invitation list
• Resend invitations
• Cancel pending invitations
• Set expiration dates

Invitation Links

Generate shareable invitation links:

1. Go to member management
2. Click “Create invitation link”
3. Set permission level
4. Configure link settings:
   • Expiration date
   • Maximum uses
   • Auto-approve setting
5. Copy and share the link

Member Activity

Track member engagement:

• Last Active: When they last accessed the space
• Conversation Count: Number of conversations participated in
• Message Count: Total messages sent
• Data Uploads: Files and datasets contributed
• Comments: Collaboration activity

Collaboration Features

@Mentions

Tag members in conversations and comments:

• Type @ followed by member name
• Member receives notification
• Creates threaded discussion
• Tracks action items

Member Presence

See who’s actively working:

• Real-time presence indicators
• “Currently viewing” status
• Active conversation markers
• Typing indicators in conversations

Notifications

Members receive notifications for:

• New conversations they’re added to
• @mentions in messages or comments
• Replies to their comments
• Space setting changes
• Task assignments

Organization Members vs Space Members

Organization Members

• All users in your organization
• Have organization-level access
• Can be added to any space
• Managed at organization level

Space Members

• Subset of organization members
• Have space-specific permissions
• Access limited to their spaces
• Managed at space level

Permission Inheritance

Understanding permission levels:

Organization Admins

• Override all space permissions
• Full access to all spaces
• Can modify any space settings
• Manage all members globally

Space Admins

• Full control within their space
• Cannot access other spaces without invitation
• Can manage space-specific settings
• Assign permissions to space members

Regular Members

• Permissions defined at space level
• No access to spaces they’re not invited to
• Role can vary across different spaces
• Cannot invite or remove other members (unless Admin)

Member Search and Filtering

Find members quickly:

• Search by Name: Filter member list
• Filter by Role: Show only Admins, Editors, or Viewers
• Sort by Activity: Most active members first
• Sort by Join Date: Newest or oldest members

Best Practices

Access Control:

• Follow principle of least privilege
• Assign Viewer role by default
• Upgrade to Editor as needed
• Limit Admin role to trusted members
• Regularly review member access

Team Management:

• Document member responsibilities
• Communicate permission changes
• Onboard new members properly
• Remove inactive members
• Use groups for similar roles

Collaboration:

• Use @mentions for important items
• Respect member availability
• Keep notifications relevant
• Encourage active participation
• Foster inclusive environment

Security:

• Review member list regularly
• Remove departing team members promptly
• Use invitation expiration dates
• Monitor member activity
• Report suspicious behavior

Member Analytics

Track team collaboration metrics:

• Active Members: Currently engaged users
• Participation Rate: Percentage of contributing members
• Response Time: Average time to respond in conversations
• Contribution Distribution: Balance of activity across members
• Collaboration Patterns: Who works with whom

External Collaborators

Working with users outside your organization:

Guest Access

• Limited space access
• Cannot see other spaces
• Restricted permissions
• Time-limited access available

Partner Access

• Access to specific spaces
• Controlled data sharing
• Separate billing if needed
• Audit trail maintained

Offboarding Members

When members leave:

1. Transfer Ownership: Reassign their conversations and data
2. Export Data: Save their contributions if needed
3. Remove Access: Remove from all relevant spaces
4. Archive Content: Preserve their work for records
5. Update Documentation: Reflect team changes

Next Steps

Permissions Guide

Space Integrations

Conversations