Inviting Members

Once your team is set up, invite colleagues so everyone shares the same real-time dashboard.

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Sending a single invite

1. Open your team board and navigate to Team Settings > Members.
2. Click Invite Member.
3. Enter the person's email address.
4. Select a role for the new member (Admin, Member, or Viewer). See Roles & Permissions for details on each role.
5. Click Send Invite.

An invitation email is sent immediately.

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Batch invites

Need to onboard several people at once? PulsAPI supports batch invitations.

1. Go to Team Settings > Members.
2. Click Invite Member.
3. In the email field, enter multiple email addresses separated by commas (e.g., alice@company.com, bob@company.com, carol@company.com).
4. Select the role that will be assigned to all invitees.
5. Click Send Invites.

All listed recipients receive their invitation email at the same time.

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What the invite email looks like

Recipients receive an email from PulsAPI with:

• The team name they have been invited to.
• The name of the person who invited them.
• A prominent Accept Invitation button.

The invitation link is valid for 7 days. After that, a new invite must be sent.

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Accepting an invitation

1. The recipient opens the invitation email and clicks Accept Invitation.
2. If they already have a PulsAPI account, they are signed in and added to the team immediately.
3. If they do not have an account, they are prompted to create one first. The invitation is automatically applied after sign-up.

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Cancelling pending invites

Changed your mind or sent an invite to the wrong address? You can revoke any invitation that hasn't been accepted yet.

1. Go to Team Settings > Members.
2. Scroll down to the Pending Invitations section.
3. Find the invite you want to cancel and click the Revoke button.

The invitation link becomes invalid immediately. The recipient will see an error if they try to use it.