Appearance
Settings
Administration for your Pulse workspace — who can do what, how approvals are routed, and a record of everything that happens.
In this section
- Profile — your own account settings
- User Roles — hierarchy levels and the module/action permission matrix
- Manage Teams — group-based access on top of roles, and work order stage ownership
- Approval Workflow — multi-level sign-off chains for Sales, Work, and Delivery Orders
- Audit Logs — an append-only trail of every mutation in Pulse
What you can do
| Action | Where |
|---|---|
| Change your name or photo | Profile |
| Create or edit a role's permissions | User Roles → Manage Roles |
| Assign a role to a user, or invite one | User Roles → Users |
| Group people and grant extra module access | Manage Teams |
| Give a team ownership of a work order stage | Manage Teams → Permissions tab |
| Require sign-off before an order goes through | Approval Workflow |
| Investigate or export system activity | Audit Logs |