Administrators are the people who manage your company's equity in Pulley. This guide covers how to invite new admins, choose the right access level, and handle common issues with the invitation flow.
Before you start, confirm you have full Admin access. Only admins with full Admin access can invite and manage other admins. If you're unsure of your access level, go to Company in the left navigation and scroll down to the Admins section to check.
Can't see the Company tab or Admins section? Check the dropdown menu in the top left corner of Pulley. If you're currently in your stakeholder workspace, switch to your company's admin workspace before proceeding.
Not sure whether someone needs admin access or stakeholder access? See Admin access vs. stakeholder access before proceeding.
Who typically needs admin access
Role | Recommended access level |
Co-founders and executives | Admin |
CFO and finance team | Admin or Read/Write |
HR, People Ops, Operations | HR Admin or Read/Write |
Legal counsel and accountants | Admin or Read/Write |
Billing contact only | Billing Admin |
For a full breakdown of what each access level can and cannot do, including which actions each level can and cannot perform, see the Admin Role Permissions Matrix.
Step 1: Navigate to the Admins section
Click Company in the left navigation bar
On the page that appears to the right, scroll down until you see the Admins section
*Can't find the Admins section? After clicking Company, don't select anything from the submenu. Just scroll down on the page that appears to the right. The Admins section will be in the middle of that page. *
Step 2: Add the admin
Click Add Admin
Enter the invitee's email address in the panel that appears on the right
Select the appropriate access level (see the table above or the Admin Role Permissions Matrix for guidance)
Click Invite to send the invitation
The invitee will receive an email invitation to access the company account.
What happens next: the invitee accepts the invitation
After you send the invitation, the invitee must complete two steps before they have active admin access:
Click the link in the invitation email. This takes them to Pulley, where they'll be prompted to create an account if they don't have one, or log into their existing account.
Accept the pending task in Pulley by clicking the clipboard icon in the top right corner of any Pulley page, locating the pending admin invitation, and accepting it. This is the step that formally grants admin access.
Once both steps are complete, they'll have access based on their assigned level and will appear as an active admin in your Admins section.
Editing existing admin
Edit an existing admin's access level
Go to Company, scroll down to the Admins section, locate the admin, and update their access level using the dropdown next to their name.
Resend an invitation
Go to Company, scroll down to the Admins section, locate the admin with a pending invitation, and click Add Admin again using the same email address and access level.
Remove an admin
Go to Company, scroll down to the Admins section, locate the admin, and click delete next to their name.
Note: If you are the last admin in the company, you cannot remove yourself.
Change a stakeholder to an admin
If someone is already in Pulley as a stakeholder and you need to give them admin access, invite them as an admin using the steps above. They don't need a new account. The next time they log in, they'll have a task to accept the invitation to be an admin. Once they complete the task, they can toggle between the two views using the dropdown menu in the top left corner of Pulley.
Troubleshooting
I can't find the Admins section
Click Company in the left navigation bar and scroll down on the page that appears. Do not select a submenu item. The Admins section is in the middle of the page.
I can't add admins
Only users with full Admin access can invite other admins. Check your own access level in the Admins section under Company. If you have Read/Write, Read Only, HR Admin, or Billing Admin access, you won't see the option to add admins.
The invitation email wasn't received
Check the invitee's spam and junk folders first. Pulley's invitation emails are system-generated and sometimes get filtered automatically.
If it's not there, confirm that Disable all emails is not turned on under Company > Email Settings. When enabled, this turns off all email notifications including invitation emails.Note that account confirmation and password recovery emails are always sent regardless of this setting, so those will still arrive even if other emails are suppressed.
If the invitee works at a law firm or large organization, their IT team may be filtering Pulley's system emails. Resend the invitation and ask them to whitelist emails from Pulley.
The invitee can't accept the invitation
Work through these steps in order:
Confirm they've completed account creation or login via the email link before looking for the task in Pulley. The email link opens Pulley's login or signup page. They need to complete that step first.
Make sure they're looking in the right place: the clipboard icon in the top right corner
If they don't have a Pulley account yet, they need to create one at pulley.com/user/signup using the same email address the invitation was sent to
If they're seeing "invalid credentials" errors, have them reset their password at pulley.com/user/recover