How to Invite Team Members

Build your campaign team in Pulsar by inviting staff members, volunteers, and consultants. Each team member gets their own login and appropriate access based on their role.

The Team management page shows all your active members and pending invitations

What You'll Need

• Campaign Manager or Admin permissions

• Email addresses for team members you want to invite

Accessing Team Management

Navigate to Team

Go to Settings → Team or click Team in the sidebar.

Sending Invitations

Click Invite Member

Click the Invite Team Member button in the top right corner.

Enter Email Address

Enter the email address of the person you want to invite. They'll receive an invitation at this address.

Enter the email address and select a role for your new team member

Select Role

Choose the appropriate role for this team member:

• Admin - Full access to all features and settings

• Campaign Manager - Manage campaign operations, but not billing

• Field Director - Manage field operations and canvassing

• Finance Director - Manage fundraising and compliance

• Communications - Manage outreach and messaging

• Volunteer - Limited access for volunteer activities

• Viewer - Read-only access to campaign data

Add Personal Message (Optional)

Include a personal note that will appear in the invitation email.

Send Invitation

Click Send Invitation. The invitee will receive an email with instructions to join.

Pro Tip

You can invite multiple people at once by entering multiple email addresses separated by commas.

What Happens After You Invite

When you send an invitation:

• The invitee receives an email with a join link

• They click the link and create a Pulsar account (or sign in if they have one)

• They're automatically added to your campaign with the assigned role

• You receive a notification when they join

Viewing Pending Invitations

Invitations that haven't been accepted appear in the "Pending" section of the Team page. You can:

• Resend - Send another invitation email

• Cancel - Revoke the invitation

• Edit - Change the role before they accept

Bulk Invitations

For larger teams, you can upload a CSV file:

Click Bulk Invite

Click Bulk Invite on the Team page.

Download Template

Download the CSV template and fill in email addresses and roles.

Upload and Send

Upload your completed CSV and send all invitations at once.

Invitations are sent immediately and appear in the Pending tab until accepted

Troubleshooting

Invitation not received? Ask the invitee to check their spam folder. You can resend from the Pending section.

Link expired? Invitations expire after 7 days. Simply resend to generate a new link.

Already has account? If someone already has a Pulsar account, the invitation will add them to your campaign with the new role.

Next Steps

• Understanding Team Roles

• Managing Pending Invitations

• How to Remove Team Members