Overview

The Users settings section consolidates all tools for managing who can access your Pulse app, preview prompts in production, troubleshoot individual users, and enforce global exposure limits.

Required plan

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

Prerequisites & limitations

• You must have Company or App Administrator permissions in Recurly Engage.

Definition

The Users section groups four core management tools—Pulse Users, Test Users, User Lookup, and Global Limits—into a single navigational area for streamlined configuration and support.

Key benefits

• Centralized access control: Manage all user-related settings from one unified interface.
• Efficient QA workflows: Quickly whitelist, lookup, or emulate users without leaving the dashboard.
• Consistent user experience: Apply global limits and holdouts to ensure controlled prompt exposure across your entire audience.

Key details

• Manage team permissions and invite new members with Pulse Users.
• Whitelist specific accounts to preview prompts in production via Test Users.
• Troubleshoot individual accounts by viewing traits, segments, and eligible prompts in User Lookup.
• Control overall prompt exposure using global holdout percentage, impression limits, and frequency caps in Global Limits.