Account Management

Account Management

This page covers how to manage your Pump account after onboarding: inviting team members, managing roles, updating company settings, and working with multiple companies.

Team management

Inviting team members

Admins can invite teammates from Settings > Team > Invite.

1. Enter the teammate's email address.

2. Select a role (Admin, Viewer, or Finance).

3. Click Invite.

The teammate receives an email with a signup link. When they create their account, they are automatically added to your company workspace as a Member. Role upgrades happen after they join (see "Changing roles" below).

Roles and permissions

Pump has three role types visible in the team management UI.

Role	What they can do
Admin	Full access to all Pump features. Can invite and remove team members, promote or demote other users to/from Admin, and manage integrations, billing, and company settings.
Member / Viewer	Full read access to all Pump features, including dashboards, recommendations, and security findings. Cannot manage team members or modify admin-level settings.
Finance	Not a separate access role. Any team member can be designated as a Finance contact, which adds them to the invoice email distribution list. They receive invoice notifications and have visibility into billing data.

How roles are assigned

The first user to create a company workspace automatically becomes Admin. All invited users join as Members, regardless of the role selected at invite time. Role changes to Admin or Finance happen after the user has joined.

Changing roles

Action	How to do it
Promote to Admin	An existing Admin navigates to Settings > Team, finds the team member, and toggles their Admin status.
Designate as Finance contact	Navigate to Settings > Billing and add the team member's email to the invoice email list.
Remove a team member	An Admin navigates to Settings > Team and removes the member.

How invitations work

When you invite someone, Pump creates a pending membership and sends an email. If the invitee already has a Pump account, they can accept the invitation to join your company. If they do not have an account, the email link takes them through the signup flow, and they are automatically added to your company when they complete it.

If someone signs up with the same email domain as your company but was not invited, they are not automatically added. An Admin must send them an invitation.

Company settings

Company profile

Navigate to Settings > Company to view and update your company profile. This includes your company name, size, country, and business identification fields.

Business identification

After onboarding, Pump prompts you to provide your business identification. This appears as a notification in the sidebar.

Country	Required fields
United States	EIN (Employer Identification Number)
India	CIN (Corporate Identification Number) and GSTIN
Other countries	Business ID number and tax code (varies by jurisdiction)

To complete this, navigate to Settings > Company and fill in the business identification fields. This is not a hard gate on using Pump, but completing it helps ensure your billing is properly configured.

Multi-company access

Pump supports belonging to multiple company workspaces with a single login. If you are a member of more than one company (for example, a consultant managing multiple clients), you can switch between them from the account menu.

Each company workspace is fully independent with its own cloud connections, billing, team members, and settings.

Multi-factor authentication

MFA is optional and can be enabled per user. To enable MFA:

1. Navigate to your account settings.

2. Toggle MFA on.

When enabled, you will be prompted for a second factor during login. MFA is enforced at the identity provider level (Auth0).

Connecting cloud accounts

Cloud account connections are managed from Settings > Integrations. You can connect multiple cloud providers (AWS, GCP, Azure) and third-party services (Anthropic, OpenAI, GitHub, Datadog, Cursor, ClickHouse Cloud) to a single company workspace.

For setup instructions, see the connection guides:

Provider	Guide
AWS	Connecting AWS
GCP	Connecting GCP
Azure	Connecting Azure

Third-party integration setup is covered in the Integrations section.

Payment and billing settings

Payment methods and invoice settings are managed from Settings > Billing. Pump accepts credit card, ACH (bank transfer), and wire transfer.

For details on how Pump's billing works, see Billing and Payments.

Deleting your account

To disconnect from Pump and close your account, contact Pump support at support.pump.co.