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

Available on all Recurly Engage plans

Definition

Pulse users are individual accounts with permissions that determine which features they can view or modify in 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 people with the appropriate permissions.

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

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

App admins have full control over a specific app’s settings, prompts, segments, and guides, but they can't create new apps.

App members can view dashboards and create or modify prompts, segments, and guides, but they can't change app settings or invite users.

Read-only users can view the dashboard and performance metrics, but they can't create or modify any prompts, segments, guides, or settings.

Go to Settings > Users > Add User.

Enter the user’s Name and Email, and select a Permission Level. Then click Save.

The invitee receives an email to set up their account and access Pulse.