Members & roles

Every workspace is shared by role. This page covers inviting people, changing their role, removing them, and the exact capability each role carries.

Manage members under Settings → Members.

Roles

Roles are ordered owner ▸ admin ▸ editor ▸ viewer. A member can never grant or assign a role above their own.

Capability	Owner	Admin	Editor	Viewer
View reports & dashboards	✓	✓	✓	✓
Create categories / streams	✓	✓	✓
Build dashboards	✓	✓	✓
Manage sources & API keys	✓	✓
Manage webhooks	✓	✓
Manage members & invites	✓	✓
Delete the workspace	✓

Everyone can see the member roster. The role dropdown and the remove button only appear for owners and admins; everyone else sees roles as read-only badges.

Inviting a member

Owners and admins click Invite and set:

• Role — the role the invite grants on acceptance. You can’t pick a role above your own.
• Email (optional) — informational only. Acceptance is gated by holding the link, not by matching an email. Leave it blank and the invite reads “Anyone with the link.”
• Expiry (optional) — from 1 hour up to 30 days. Defaults to 7 days.

You get a shareable link (/invite/<token>). Send it however you like.

Invite links are single-use and can’t be revoked

Each link works once — the first person to accept consumes it. There’s no revoke button: a link stops working only when it’s accepted or when it expires. Keep the expiry short for links you share loosely, and prefer a fresh link per person.

Pending invites show in the Members tab with a status of Pending, Accepted, or Expired.

Accepting an invite

Opening the link prompts the recipient to accept; on success they join with the invite’s role and land in the workspace. An invite fails if the token is unknown, already used, expired, or the account is at its seat limit (see Seats).

Changing a role

Owners and admins change a member’s role from the dropdown in the roster. Two rules apply:

• You can’t set a role above your own — an admin can’t make someone an owner.
• You can’t demote the last owner. Promote a second owner first.

Removing a member

Owners and admins remove a member with the trash action in the roster; access is revoked immediately. The last owner can’t be removed.

Members can’t remove themselves — there’s no “leave workspace” action. Ask an owner or admin to remove you.

Transferring ownership

There’s no single transfer button. To hand off ownership:

1. Promote the other member to owner (you now have two owners).
2. Demote yourself to admin, editor, or viewer if you no longer want owner.

Because the last owner can’t be demoted, you need two owners before stepping down.

Seats

In the hosted product, your plan caps the number of distinct users across all workspaces in your account. Accepting an invite past that cap fails with a seat-limit error — upgrade to add more. Re-accepting into another workspace as an existing account member doesn’t consume an extra seat. Self-hosted PulseDeck has no seat limit.

Next steps

• Categories & streams — what editors and above can build.
• Webhooks — an admin-level workspace setting.