Pulse Access Levels and User Roles

User roles are a handy way to manage permissions for groups of users. Roles allow you to define a set of permissions once and reuse that set for all users who meet the same criteria.

Pulse offers you two main default roles: Admin and Staff. Admins are omnipotent; staff are basically observers. Admin users invite other users to Pulse.

Pulse supports a variety of user roles to provide support different levels of feature and information access.

Access Level	Enables These Privileges
Admin	Create new user roles. Invite new users Update/Modify the user role. Access all the available dashboards of both Conviva Video, Precision, and Ads. Access all the options available in each dashboard (Example: Share, Filter, Export, Overflow and Annotation options on each of the widget). Clone existing filters/alerts/custom dashboards. Create and access New Filter, New Live Events and New Alerts. Edit Precision Policies. Edit or add a Webhook. Subscribe to AI alerts Email Subscription.
Staff	Access all the available dashboards of both Video, Precision, and Ads. Access all the options available in each dashboard (Example: Share, Filter, Export, Overflow and Annotation options on each of the widget). Clone existing filters/alerts/custom dashboards. Create and access New Filter, New Live Events and New Alerts. Edit Precision Policies. Edit or add a Webhook. Subscribe to AI alerts Email Subscription.
Customer Service	Access to the available Video Viewer dashboards.
Read Only	Modify personal profile information. Access share and Export options. View all the dashboards contents of both Video and Ads.

Invite a user

Choose Feature Settings from the Pulse Settings menu and click User Management and Invite Users.
Enter an email address and user name.
Select the user role from the drop-down.
Select Hidden to hide the user's email.
Click Invite User.

Pulse sends an invitation email to the user's email address for completion of the registration process.

Adding New User Roles

When you create a user role, you give the name a role and description, select the data the user can see, and set default dashboards and filters. You also decide what items the users who have this role can create.

To add a role:

Choose User Roles in the User ManagementClick New User Role.
Enter a name and description for the role.
Select the default dashboard that users will see when they log in to Pulse.
Click Save.

User roles can manage access to three dashboards-- Quality, Audience, and Viewers.

Create a New User role

Choose User Role from the Pulse Settings menu and click New User Role.
Enter Role name and Description
Enable the options for Viewers if desired.

User Role Option	Access	Notes
Viewer	Viewer dashboard	If you select only the "Viewer" option, the user role will ONLY have access to Viewer Module.
Can Manage	Change or delete filters, alerts, dashboards and other objects created by others.	These users are unable to create/edit/delete Users and User Roles.

Click Save.

Pulse creates the user role so it can be applied to users.

Access Levels User Roles Invite User Access Levels New User Member