Create or join an organisation
Set up a new organisation in Pulse by creating your team, inviting members, assigning roles, and managing settings - all from your organisation page.
If you are not yet part of an organisation in Pulse, you will need to either create one or ask an existing admin to invite you. Follow the steps below to get started if you are setting up a new organisation for your team.
Step 1: Create or join an organisation
When you see the message “You’re not part of an organisation yet,” you will have two options:
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Create a new organisation
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Join an existing organisation
If no one from your company has registered yet, select Create organisation to start a new workspace for your team.
If your team already uses Pulse, ask your organisation’s admin to invite you instead. This ensures all your work and data stay connected under the same account.
Step 2: Invite your team
After creating your organisation, you will be prompted to invite team members.
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Enter the email addresses of the people you would like to invite.
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You can paste multiple addresses separated by commas or press Enter after each one.
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Choose a role for each invitee:
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Admin: Can manage users, permissions, and organisation-level settings.
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User: Can access assigned content only.
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You will receive immediate feedback if:
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An email address is invalid.
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An address has already been added.
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You attempt to send an invite without entering any emails.
Make any corrections as needed before continuing.
Step 3: Send the invites
Once your list is ready, click Invite your team.
A confirmation message will appear once the invites have been sent. Each team member will receive an email containing a link to verify their profile and join your organisation.
If someone does not receive their invite, ask them to check their Spam or Junk folder.
You can also resend or cancel invites from the Users tab under your organisation settings.
Step 4: Manage your organisation
Once your team has joined, go to your Organisation page to:
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Review and manage user roles and permissions.
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Add or remove team members.
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Adjust workspace and email settings.
You can access your organisation settings by clicking your Profile icon in the bottom left of the side navigation and selecting Organisation.
Common issues and how to fix them
I’m not part of an organisation.
Create a new one or ask your admin to invite you.
My invitees didn’t receive an email.
Check for typos, resend the invite, or have them check their spam folder.
I’m not sure what role to assign.
Admins manage users and settings, while users can only access assigned content.
I can’t find the organisation page.
Click your profile icon and select Organisation.
Need more help?
If you are still having trouble, contact our support team via the Support tab in the main menu.
Next steps
Now that you've set up your organisation and invited your team, you're ready to manage users and configure permissions.
If you want to edit team members, assign roles or review access levels and team settings:
→ Read: Managing users and roles
If you need to update your own account details:
→ Read: Editing your profile information