Overview

The Pulse Users page lets you invite new users, assign roles, and control access to your Pulse application.

Required plan

This feature or setting is available to all customers on any Recurly Engage subscription plan.

Prerequisites & limitations

• You must have Company Admin or App Admin permissions to invite or manage users.

Definition

Pulse Users are individual accounts with permissions that determine which features they can view or modify within Pulse.

Key benefits

• Granular access control: Assign specific roles to control feature access per user.
• Collaborative management: Enable team members to create and manage prompts, segments, and guides based on their role.
• Security: Restrict settings and administrative actions to only those with appropriate permissions.

Key details

Use the Settings > Users page to invite new users and update existing user permissions.

Permission levels

Company admin

Company Admins can create, modify, and delete any app within the company, manage all settings, and invite new users across applications.

App admin

App Admins have full control over a specific app’s settings, prompts, segments, and guides but cannot create new apps.

App member

App Members can view dashboards and create or modify prompts, segments, and guides but cannot change app settings or invite users.

Read only

Read Only users can view the dashboard and performance metrics but cannot create or modify any prompts, segments, guides, or settings.

Guide

To invite a new user:

• Go to Settings > Users > Add User

• Enter the user’s Name, Email, and select a Permission Level. Click Save.

• The invitee will receive an email to set up their account and access Pulse.