Pulse Access Levels and User Roles

 

User roles manage permissions for groups by defining a set of permissions once and reusing it for all users who meet the same criteria.

Pulse provides two main default roles:

  • Admin have full permission with the ability to invite users to Pulse.

  • Staff primarily acts as an observer.

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 VSI, DPI, 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.
  • Update AI alert sensitivity settings.
  • Generate and manage API keys.
Staff
  • Access all the available dashboards of both VSI, DPI, 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.

Note: As of 8 May 2025, all custom user roles have been updated to Staff roles, as custom roles are no longer supported.
Customer Service
  • Access to the available VSI and DPIViewer dashboards.
Read Only
  • Modify personal profile information.
  • Access share and Export options. 
  • View all the dashboards contents of both VSI, DPI, and Ads. 

Invite Users (Beta)

Admins use the Invite User screen to set user permissions and send invitations to the new users.

To invite new users,

  1. On the User Management page, click +Invite User.

  2. On the Invite User page, enter the email IDs (max 8).

  3. Select the user role from the drop-down.

    Note: As of 8 May 2025, all custom user roles have been updated to Staff roles, as custom roles are no longer supported.

  4. Add the Accounts and select the Permissions for the user.

  5. Click Send Invitations to enable user access.

  6. On the email received, click Access Pulse.

Edit User

To modify the user roles, control access, and permissions,

  1. Click the kebab icon under the Action column and select Edit Role.

  2. On the Edit User page, modify the required roles and permissions.

  3. Click Update to apply the changes.

Revoke User

To revoke the user access from the system,

  1. Select the users to be revoked and click Revoke User.

  2. On the Revoke User page, confirm the email addresses and specify the user accounts.

  3. Click Revoke to delete the selected accounts.

Access Levels User Roles Invite Edit User Access Levels New User Member Priviledges Priviledges Permissions Permissions Permissions Revoke User Permissions Permissions Permissions Permissions Permissions Permissions