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Operations

  • How to create a User Account (Manual Setup)

    This article explains how to add a new Pulse User Account. Use this approach to manually create a User Account...
  • How do I enable multi-office access for a user in Pulse?

    How to enable Multi-Office Access and add Additional Offices for a User
  • How to set an Alien User default role

    Only users who are part of the Operations Group can access this feature in Pulse.  User Pre-conditions Before users can...
  • How to create a new Brand or Master Client

    Brands correspond to real-world trademarked names for a Company’s end-products and services.  For this reason, Brands are sometimes referred to...
  • How to mark users as ‘Alien Users’

    The purpose of marking a User as an “Alien User” is to allow a user from outside their Primary Office...
  • How to create a User Group

    A User Group is a collection of Users that you can use you to: invite multiple Users to the same...
  • How to map Brands to an Office

    How to update the Clients and Customers available to your Office? How to Map a Brand to an Office?
  • How to use the Pulse Delinquent User API to Block Internet Access

    Pulse provides several tools to enforce timesheet compliance, ranging from ‘Pop-Up Reminders‘ to blocking a user’s internet access to all...
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