Account Setup

This page covers everything after your initial signup: inviting your team, understanding roles and permissions, and completing your business identification.

Creating your account

When you sign up at app.pump.co, Pump creates your account using your email address. If someone from your company has already created a Pump account, you may be invited to join their existing company workspace instead of creating a new one.

How it works:

• If you sign up with no existing invitation, Pump checks your email domain. If no company exists for that domain, a new company workspace is created and you become the Admin.

• If a company already exists for your email domain, you are not automatically added. An existing Admin must invite you.

• If you were invited via email before signing up, you are automatically added to that company when you create your account.

Inviting team members

Admins can invite teammates from Settings → Team → Invite.

1. Enter the teammate's email address.

2. Select a role (see Roles and Permissions below).

3. Click Invite. The teammate receives an email with a signup link.

When the invited user signs up, they are automatically added to your company workspace. All invited users start with Member-level access. To grant Admin access, an existing Admin must promote them after they join (see 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. Can promote or demote other users to/from Admin. Can 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	Receives invoice emails and has visibility into billing data. This is not a separate access role. Any team member can be designated as a Finance contact by adding their email to the invoice distribution list.

Changing roles

• Promoting to Admin: An existing Admin navigates to Settings → Team, finds the team member, and toggles their Admin status.

• Designating a Finance contact: Navigate to Settings → Billing and add the team member's email to the invoice email list.

• Removing a team member: An Admin navigates to Settings → Team and removes the member.

How roles are assigned

• The first user to create a company workspace automatically becomes Admin.

• All invited users join as Members.

• Role changes happen after the user has joined, not at invite time.

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, and team members.

Business identification

After completing 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.

Onboarding requirements

Joining Pump as a billing partner requires two things:

1. All outstanding cloud bills must be paid. Pump cannot onboard accounts with unpaid balances.

2. Minimum $5,000/month cloud spend. Pump Save is designed for organizations at this spend level and above. Pump View is available regardless of spend level.