Organization

The organization management feature in Papershift Pulse allows you to structure and manage your company effectively. It is designed to give you a clear representation of your organization, including its teams, users, and their roles. By modeling your organization, you can assign roles and rights that match your operational requirements, ensuring efficient workforce management. This ensures maximum flexibility and granularity in right management without compromising simplicity.

Feature Overview

Areas

There are four main areas in organization management:

Account: The “box” that represents an entire organization. It encompasses everything related to your company.
Team: A smaller working unit or group of users within an account. Teams can have sub-teams, allowing you to create a hierarchical structure.
User: A person or employee who belongs to an account and can be a member of multiple teams.
Identity: A login linked to one or more users, enabling the management of multiple accounts.

How it works

Roles and Rights

Roles: Roles are bundles of rights that define what a user can do within a given area. There are system roles (predefined) and custom roles (created by you). System roles have fixed rights, whereas custom roles can be modified.
rights: rights define specific actions a user can perform, such as creating, reading, updating, or deleting data. rights are always positive (e.g., “can create”) and are assigned to resources or actions within an account or team.

Account and Teams

An Account can have multiple teams, but it’s not required. However, it must have at least one user and can include various roles (e.g., Account Admin, Account Member).
A Team belongs to exactly one account and groups users. Teams can have a hierarchical structure, but circular relationships are not allowed (e.g., a team cannot be its own parent team).

Membership and Roles

Users must belong to at least one account and can be part of multiple teams.
A user must have at least one role in an account (account membership) and at least one role in a team (team membership). A user without a role in a team is not part of that team.

Managing Roles and Rights

To manage a user’s role at the account level, you need the account_membership.manage right.
To manage team memberships, the team_membership.manage right is required.

Creating or Importing Roles

We recommend importing predefined roles using our templates. We aim to design these templates to cover the most common use cases. Our templates are updated regularly.
When creating a custom role, select the area (account, chat, or team) and then assign rights. Note that a custom role has no rights by default to prevent accidental misuse or unauthorized access.

FAQs

Can I create custom roles?

Yes, you can create custom roles and assign specific rights based on your organization’s needs. However, we recommend using our predefined templates for common scenarios via import.

What happens if a user has multiple roles in an account or team?

If a user has multiple roles in a team, their rights are combined using a logical OR. If any role grants a specific right, the user has that right. We recommend creating roles with only the necessary rights for a specific use case rather than one role with all rights. This allows granular access control.

I have the “Account Admin” role but can’t change my own roles at the account level. Why?

This is intentional to prevent you from accidentally removing your own right to manage account memberships as the last user with that right. For example, if you want to transfer account ownership, assign the “Account Admin” role to another user, and they can then remove your role.

Is it possible to assign different roles to a user across multiple teams?

Yes, users can have different roles in different teams, which gives them varying rights depending on the team.

Can I delete roles?

Yes, roles that are not assigned to any user can be deleted.

Why doesn’t a system role show all available rights?

System roles only display active rights, making the view shorter so you don’t have to scroll as much to see all rights.

I want to change a role’s rights, but it’s not working. Why?

This is likely because it’s a system role. The rights of these roles cannot be edited. If you’re trying to change the rights of a custom role and it still doesn’t work, you might not have the right to edit roles.

Yes, Pulse supports multi-accounting, which is ideal for several use cases, such as managing multiple legal entities within the same organization or using Pulse in a completely different context—like managing your local sports club, organizing community events, or planning neighborhood activities—all separate from your business operations. Each user can create additional accounts once logged in. If you’ve been invited to another account, select “use existing credentials” on the join page.