Roles & Permissions

Three roles

Pulse uses a simple three-role model:

Admin

• Full access to all modules and settings
• Can invite and remove team members
• Can change roles and module access
• Can manage billing and subscriptions
• Can configure alert rules and agent settings

The account creator is automatically an Admin. You should have at least 2 Admins for redundancy.

Member

• Full access to assigned modules (dashboards, drill-downs, AI chat)
• Can acknowledge and resolve alerts
• Can create compliance attestations
• Cannot invite or remove team members
• Cannot manage billing

Viewer

• Read-only access to assigned modules
• Cannot acknowledge alerts or create attestations
• Cannot change any settings
• Useful for stakeholders who need visibility without action capabilities

Changing roles

Admins can change any team member's role from the Team page. Click the member's row, select a new role, and save. The change takes effect immediately — the user's permissions update on their next page load.