Team Management & Roles

Invite colleagues, set roles, and manage pending invitations.

Settings → Team is where you add colleagues to your TekPulse company. Everyone in the team sees the same BOMs, dashboards, and watchlists — there is no per-user data segregation within a company.

Roles

Admin

Full access. Can invite/remove team members, change billing, edit risk weights, manage integrations.

Member

Full access to BOMs, dashboards, watchlists, and search. Cannot change company settings, billing, or invite teammates.

The first user who creates a company is automatically Admin. You can promote any Member to Admin from the team list. There is no separate Viewer / Read-only role yet — coming in v2.

Inviting a teammate

1. Type their work email in the Invite Teammate box.
2. Pick Member or Admin.
3. Click "Invite".
4. They receive an email with a one-time signup link valid for 7 days.
5. They appear under Pending Invitations until they accept; then they move to the Team Members list.

Removing a teammate

Click the × next to any team member to remove them. They lose access immediately. Their watchlist pins remain in the system but are reassigned to the Admin who removed them.