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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 ​

ActionWhere
Change your name or photoProfile
Create or edit a role's permissionsUser Roles → Manage Roles
Assign a role to a user, or invite oneUser Roles → Users
Group people and grant extra module accessManage Teams
Give a team ownership of a work order stageManage Teams → Permissions tab
Require sign-off before an order goes throughApproval Workflow
Investigate or export system activityAudit Logs