Managing Users

 

Users are the people in your organization who have access to Pulse. Each user has credentials for logging in as well as contact information. This feature is only available to Pulse Admins.

Pulse Admins can quickly review users enabled on a given account, as well as add new users, edit a user's role, or revoke access to specific individuals.

Note: When you revoke access, filters or custom dashboards created by this user remain in Pulse.  

To Do this
Edit a User
  1. Pulse Settings (gear icon) > Users
  2. Select the user and click the Tools icon for that user.
  3. Choose Edit Role.
  4. Make the necessary changes and click Save.

Pulse will:

  1. Update the role for the selected user
  2. Send a confirmation email to the affected user
Revoke a user
  1. Pulse Settings (gear icon) > Users
  2. Select the user and click the Tools icon for that user.
  3. Choose Revoke Access.
  4. Confirm that you want to revoke the user's pulse access

Pulse will:

  1. Prevent the selected user from accessing the account
  2. Send a notification email to the user

For information about user access and privileges, see Pulse Access Levels and User Roles.

Managing Users Managing Users Managing Users