1. Overview

The Pulse User Management feature gives you full control over who can access your dashboards. It allows Org Admins to invite new users, assign roles, and manage existing access — all from within the Pulse interface.

⚠ Note: Only one user can initially set up the Pulse account. All additional users must be added through the user invitation process described in this guide.

2. User Roles

Pulse supports two roles. Assign the appropriate role based on the level of access the user requires.

3. How to Access User Management

Follow these steps to navigate to the User Management section inside Pulse.

• Log in to your Pulse dashboard.
• Go to the bottom-left corner of the screen and click on your Profile icon.
• A dropdown menu will appear with the following options:
• Settings
• User Management
• Product Switch
• Logout

Click on User Management from the menu.

Figure 1: Profile menu showing the User Management option

You will land on the User Management page, which shows a table listing each user's Name, Role, Assigned Brands, Email ID, and available Actions.

Figure 2: User Management table showing existing users, roles, and actions

4. Adding a New User

Step 1: Click "Add New User"

On the User Management page, click the + Add new user button located at the top-right of the user list.

Figure 3: User Management page with "+ Add new user" button highlighted

Step 2: Fill in the User Details

A form titled Invite user will slide open. Fill in all the required fields:

• First Name
• Last Name
• Email ID
• Role
   

Figure 4: "Invite user" form with fields for Name, Email, and Role

Step 3: Assign the Correct Role

Once you select a role, the form adapts based on the role chosen. See the examples below:

When assigning Org Admin:

The form shows First Name, Last Name, Email ID, and Role fields only.

Figure 5: Invite form with Org Admin role selected

When assigning Viewer:

The form additionally prompts you to select the Brand and the Use Case(s) the user should have access to.
 

Figure 6: Invite form with Viewer role selected — showing Brand and Use Case fields

Step 4: Click "Add User" to Queue the Invite

After filling in the details, click the Add User button. The user's email will appear in the Added users section at the bottom of the form.

Figure 7: User queued in the "Added users" section before sending the invite

N.B: You can add multiple users before sending the invites. Repeat Steps 2–4 for each user.

Step 5: Send the Invitations

Once all users are added to the queue, click Add and Send Invite(s) to dispatch the invitation emails.

Figure 8: Confirmation state after clicking "Add and Send Invite(s)"

5. What Happens Next

• Once you click Add and Send Invite(s), here is what the invited user will experience:
• An invitation email is sent to the user's email address containing a password reset link.
• The user opens the email and clicks the link.
• They are prompted to set a new password.
• After setting the password, they can log in to Pulse and access the dashboards based on their assigned role.
   

6. Quick Reference Summary

For More Detail Please Go through Doc: User_Management_Guide