Team Management
Invite team members, assign roles, manage office access, and control who can do what in your ChairPulse account.
Managing your team
Team Management lets you invite colleagues to your ChairPulse organization, assign them roles, control which offices they can access, and remove members when needed. It is accessed from the Team tab in Office Settings.
Team member limits
The number of team members you can have depends on your subscription tier:
Up to 5 team members (including the account owner).
If you need more than 5 team members, upgrade to the Professional plan.
Up to 25 team members (including the account owner).
For organizations that need more than 25 members, contact support at hello@chairpulse.com.
Roles and permissions
ChairPulse has three team roles, each with different levels of access:
| Role | Description |
|---|---|
| Admin | Full access to all features and settings. Can invite members with any role (admin, manager, or staff), manage billing, configure organization settings, and access all offices. |
| Manager | Can manage day-to-day operations. Can invite staff members, complete and manage tasks, and access assigned offices. Cannot manage billing or organization-level settings. |
| Staff | Standard access for daily work. Can complete tasks, log issues, and view equipment. Cannot invite other members or change settings. |
Admins can assign any role when inviting new members. Managers can only invite users with the Staff role.
Inviting a team member
Click Invite Member
Click the Invite Member button in the top right of the Team Management section. This opens the Invite Team Member dialog.
Enter the member's name
Fill in the First Name and Last Name fields.
Enter their email address
Enter the email address where the invitation will be sent.
Select a role
Choose Admin, Manager, or Staff from the Role dropdown. The available roles depend on your own role.
Select office access
Check the boxes next to the offices this member should have access to. You can use Select All to grant access to every office, or Clear All to start fresh.
If no offices are selected, the member will have no office access until you assign them later.
Send the invitation
Click Send Invitation. An invitation email is sent to the specified address.
Invitations expire after 7 days. If a member has not accepted, you can resend the invitation from the team table.
The team table
The team table shows all active members and pending invitations in a single view:
| Column | Description |
|---|---|
| User | Name, email address, and avatar. Your own row shows "(you)" next to your name. |
| Role | The member's role displayed as a badge: Admin (filled), Manager (secondary), Staff (outline). |
| Location Access | Which offices the member can access. Shows "All locations" if they have access to every office, or lists specific office names. |
| Status | Active (green badge) for accepted members, or Pending (amber badge with clock icon) for outstanding invitations. |
| Actions | A three-dot menu for managing the member (see below). |
Filtering the team table
Use the controls above the table to narrow the list:
- Search -- Filter by name or email address.
- Role filter -- Show All Roles, Admin, Manager, or Staff.
- Location filter -- Show All Locations or a specific office.
A summary line shows the total member count and number of pending invitations (e.g., "8 members total, 2 pending").
Editing a team member
Click the three-dot menu on a member's row and select Change Role to open the Edit Team Member dialog. From here you can:
- Change their role -- Select a new role from the dropdown.
- Update office access -- Check or uncheck offices to control which locations they can access. Use Select All or Clear All for bulk changes.
Click Save Changes to apply. Role and office access updates take effect immediately.
You cannot edit your own role or remove yourself from the organization.
Removing a team member
Open the actions menu
Click the three-dot menu on the member's row.
Select Remove Member
Click Remove Member to open a confirmation dialog.
Confirm removal
The dialog warns that the member will lose access to all data and features. Click Remove Member to proceed, or Cancel to go back.
Managing pending invitations
For invitations that have not been accepted, the actions menu offers:
- Resend Invitation -- Generates a new invitation token and extends the expiration by another 7 days. The resend count is tracked.
- Cancel Invitation -- Permanently removes the invitation. A confirmation dialog asks you to confirm.
Related pages
- Office Settings -- The parent page where Team Management lives.
- Organization Settings -- Organization-level admin management.
- Billing & Subscription -- View team member limits for your plan.
Last updated Mar 13, 2026
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