Roles & Permissions

Overview

Your team members access your organization and its projects using individual user accounts which is what you use to sign into Pulse. An account must be part of an organization but it does not need to be part of all projects in the organization. Each account will have a single organization role per organization. These roles can further limit what an account will have access to in Pulse.

Invite Users to a Organization

You can invite users users to an organization.

To invite a user to an organization:

1. Click Users, located at the top navigation bar

2. Click Add Member. The Add Member box appears

3. Enter the following required fields:

   • First name

   • Last name

   • Email

   • Role

   • Capacity

   • Cost rate

4. Click Save to complete the process

Roles

The Product Owner and Operations Manager roles are available exclusively for professional and enterprise accounts.

👨 Developer: A team member.

Privileges:

• Access to track time.

• Access to see only his own metrics in Timesheet.

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👨Product Owner: Access to assigned projects and users

Privileges:

• Assigned to one or more projects.

• Check user metrics from assigned projects

• Check project metrics from assigned projects

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👨Operations Manager: Access to all projects and users

• Admin privileges

• Unable to manage plans and seats

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👨Admin: Account owner

Privileges:

• Access to track time.

• Access to see everyone's metrics

• Project Management and metrics.

• User Management and metrics.

• Billing Management: Manage Plans and Seats

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