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👥 Inviting New Users to Pulsawork

Inviting users to the Pulsawork platform is a straightforward process. Whether you're onboarding employees, external collaborators, or new admins, follow this guide to ensure a smooth experience.

📌 Overview

As a platform administrator, you can invite users by creating an employee profile and sending them access credentials via the User Management interface in the Operations section.

Invited users will receive an email with login instructions, enabling them to set a password and access their dashboard based on assigned roles and permissions.

🛠️ How to Invite a New User

Inviting a new user to Pulsawork involves assigning a role, selecting a profile, and defining what the user can access through permission groups.

1. Access the User Management Section

  • Navigate to either:
    Profile → Settings → User Management, or
    Operations → Settings → User Management (based on your system configuration).

  • Click the ➕ Create User button located at the top right corner.

2. Initiate the User Creation Process

  • Click the ➕ icon to open the user creation form.

3. Fill In User Details

In the form, provide the following required and optional information:

  • Email Address (required)
    A valid, unique email address that will be used for login and communication.

  • Username (optional)
    Can be auto-generated based on the email or manually entered later after invitation.

  • Role
    Choose a descriptive role label for the user. Examples include:

  • Root – Full platform access
  • Candidate – Onboarding access only
  • Employee – Standard employee access
  • Account – Non employee access based only on Accounts table list

  • Terminal – On-site operational users connected with Terminal

  • Permission Group
    Select a permission group that defines what this user is allowed to access and manage.

What are Permission Groups?

Permission groups are predefined or custom access templates that bundle multiple permissions.
You can manage these under Settings → Permissions.

💡 Tip: Create custom permission groups for each job role to speed up onboarding and maintain security.

  • Profile Assignment
    Choose a profile that links the user to an internal record (e.g., employee or candidate profile).

4. Assign to an Organizational Unit

  • Choose which organizational company or department the user belongs to.
  • You may need to create an employee profile first if inviting them in Employee Mode.

5. Set Role and Permissions

  • Select a predefined permission group (see Permissions Guide).
  • You can modify or create custom permission groups under Settings → Permissions.

6. Review and Send Invitation

  • Confirm the entered details.
  • Click Send Invitation.
  • The user will receive an email with a link to set up their password and complete registration.

7. Track Invitation Status

  • After sending, view the user in the Pending Users or All Users list.
  • If needed, resend the invitation or edit their details.

8. Support and Troubleshooting

If the user doesn’t receive the invite: - Ask them to check spam/junk folders. - Ensure you entered the correct email. - Resend the invite using the actions menu.

✅ Step-by-Step Guide: Invite a New User to Pulsawork

Step Action
1️⃣ Go to Operations → Settings → User Management
2️⃣ Click Invite User
3️⃣ Fill in: Email, Role, Profile
4️⃣ Assign them to an organization or department
5️⃣ Choose a Permission Group
6️⃣ Click Send Invitation
7️⃣ User receives email and sets password
8️⃣ Check Pending Users to confirm delivery
9️⃣ Resend or edit if needed

💡 Tips for Admins

  • 🔐 Use predefined roles for quicker setup (editable under Settings → Permissions)
  • 📋 Create a checklist for HR to ensure profiles are complete before invitations
  • 🛟 Provide support contact info in the invitation email for new users needing help