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Manage your team

Pulse is better with your whole team. Inviting teammates lets them work alongside you, and roles let you control who can simply view your data and who can change it. This guide walks you through adding people and choosing the right role for each.

Before you start

Everyone you invite joins your workspace — your team's private, isolated space in Pulse. People only ever see your workspace's data.

Open Members

  1. Sign in to Pulse at pulse.azothedge.com.
  2. In the left navigation, under Administration, select Members.
  3. You'll see everyone on your team and the role each one holds.
The Members list in Pulse showing team members and their roles
Your team, with the role assigned to each person.

Invite a teammate

  1. Select to invite a new member.
  2. Enter their email address.
  3. Choose the role they should have (see the table below).
  4. Send the invitation. They'll get an email to join your workspace.

Start with the least access needed

It's easy to raise someone's role later. Inviting people as Viewer or Editor first, and upgrading when needed, keeps your workspace secure.

Choose a role

Each role grants a different level of access:

Role What they can do
Viewer See your data — datasets, profiles, audiences, and more — but not change anything.
Editor Everything a Viewer can do, plus make changes: create and edit schemas, datasets, audiences, and the like.
Admin Everything an Editor can do, plus manage the team — invite members and set their roles.
Owner Full control of the workspace, including its highest-level settings.

Change or remove a member

From the Members list you can update someone's role as their responsibilities change, or remove a person who no longer needs access.

Next steps

  • About workspaces

    Understand how your team's space is kept private and isolated.

    Workspaces

  • See who did what

    Every change is recorded — review the activity log for your workspace.

    Activity log