Invite your team & set roles

Invite members

1. Open Settings → Users.
2. Enter a teammate's email and pick a role.
3. They receive a magic-link invite to join your workspace.

Roles

PULSE has four built-in roles:

• Owner — full control, including billing and workspace deletion.
• Admin — manage settings, members, and configuration.
• Member — work in the CRM (records, deals, documents) but not workspace-level settings.
• Viewer — read-only access.

Fine-grained permissions

Beyond roles, admins can tune specific capabilities and even hide sensitive fields from lower roles. See Settings → Users and Settings → Fields.