Space Members

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Overview

Space members are team members who have access to a specific space. Each member can be assigned different permission levels to control what they can do within the space.

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Member Roles

Pulze supports three primary permission levels for space members:

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Admin

Full control over the space:

• Manage space settings and configuration
• Invite and remove members
• Assign and modify permissions
• Delete the space
• Access all conversations and data
• Configure models, routers, and assistants

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Editor

Create and modify content:

• Start and participate in conversations
• Upload and manage data
• Create and edit documents
• Schedule tasks
• Comment on messages
• Cannot modify space settings or manage members

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Viewer

Read-only access:

• View conversations and messages
• Access shared documents
• See space data and files
• View member list
• Cannot create or modify content
• Cannot access space settings

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Adding Members

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Member Management

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Viewing Members

The Members section displays:

• Profile Picture: Member’s avatar
• Name: Full name or email
• Permission Level: Current role in the space
• Status: Active, pending invitation, etc.
• Last Active: Recent activity timestamp

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Modifying Permissions

To change a member’s permissions:

1. Locate the member in the Members list
2. Click on their current permission level
3. Select the new permission from the dropdown
4. Changes are saved automatically

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Removing Members

To remove a member from a space:

1. Find the member in the Members list
2. Click the actions menu (three dots)
3. Select “Remove from space”
4. Confirm the removal

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Member List

The space home displays a preview of space members:

• Up to 5 members shown by default
• Profile pictures in a row
• Click to see full member list
• Admin badge for administrators

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Invitation Management

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Pending Invitations

Track invitations that haven’t been accepted:

• View pending invitation list
• Resend invitations
• Cancel pending invitations
• Set expiration dates

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Invitation Links

Generate shareable invitation links:

1. Go to member management
2. Click “Create invitation link”
3. Set permission level
4. Configure link settings:
   • Expiration date
   • Maximum uses
   • Auto-approve setting
5. Copy and share the link

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Member Activity

Track member engagement:

• Last Active: When they last accessed the space
• Conversation Count: Number of conversations participated in
• Message Count: Total messages sent
• Data Uploads: Files and datasets contributed
• Comments: Collaboration activity

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Collaboration Features

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@Mentions

Tag members in conversations and comments:

• Type @ followed by member name
• Member receives notification
• Creates threaded discussion
• Tracks action items

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Member Presence

See who’s actively working:

• Real-time presence indicators
• “Currently viewing” status
• Active conversation markers
• Typing indicators in conversations

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Notifications

Members receive notifications for:

• New conversations they’re added to
• @mentions in messages or comments
• Replies to their comments
• Space setting changes
• Task assignments

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Organization Members vs Space Members

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Organization Members

• All users in your organization
• Have organization-level access
• Can be added to any space
• Managed at organization level

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Space Members

• Subset of organization members
• Have space-specific permissions
• Access limited to their spaces
• Managed at space level

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Permission Inheritance

Understanding permission levels:

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Organization Admins

• Override all space permissions
• Full access to all spaces
• Can modify any space settings
• Manage all members globally

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Space Admins

• Full control within their space
• Cannot access other spaces without invitation
• Can manage space-specific settings
• Assign permissions to space members

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Regular Members

• Permissions defined at space level
• No access to spaces they’re not invited to
• Role can vary across different spaces
• Cannot invite or remove other members (unless Admin)

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Member Search and Filtering

Find members quickly:

• Search by Name: Filter member list
• Filter by Role: Show only Admins, Editors, or Viewers
• Sort by Activity: Most active members first
• Sort by Join Date: Newest or oldest members

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Best Practices

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Member Analytics

Track team collaboration metrics:

• Active Members: Currently engaged users
• Participation Rate: Percentage of contributing members
• Response Time: Average time to respond in conversations
• Contribution Distribution: Balance of activity across members
• Collaboration Patterns: Who works with whom

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External Collaborators

Working with users outside your organization:

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Guest Access

• Limited space access
• Cannot see other spaces
• Restricted permissions
• Time-limited access available

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Partner Access

• Access to specific spaces
• Controlled data sharing
• Separate billing if needed
• Audit trail maintained

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Offboarding Members

When members leave:

1. Transfer Ownership: Reassign their conversations and data
2. Export Data: Save their contributions if needed
3. Remove Access: Remove from all relevant spaces
4. Archive Content: Preserve their work for records
5. Update Documentation: Reflect team changes

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Next Steps