> For the complete documentation index, see [llms.txt](https://help.pump.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.pump.co/getting-started/account-management.md). # 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](https://support.pump.co/). --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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