Employees

In Pulse, you manage all employees centrally via the employee index page. This is where you create new employees and send invitations. “User” or “Account User” are other common terms for employees.

Creating Employees

To create a new employee, all you need to enter is a name – this is the only required field.

Optionally, you can also enter an email address and an employee number.

Note

If you want to invite the employee to Pulse, an email address is required.

Invitation Process

Each employee has a status that changes during the invitation process:

Status “created”

Automatically set when you create a new employee – without sending an invitation.

Status “invited”

Set as soon as you send an invitation via email.

Tip

You can revoke the invitation at any time. The status will then return to “created”.

Status “active”

As soon as the employee opens and accepts the invitation link, the status is set to “active”.

Status “deactivated”

When a user is deactivated, they are logged out of the account immediately and cannot login to the account again. The employee’s profile remains accessible for administrators.

If the employee was invited before they accepted the invitation, the status is set to “deactivated” and the invitation is automatically revoked.

Deactivated employees can be reactivated at any time. If the employee already had access to Pulse, this will be restored and the employee will be set to “active”. If not, to “created”.

Opening Employee Profile

The employee index page is the entry point to each individual profile. Clicking on the employee’s name takes you to their profile.

Actions

Other actions available via the employee index page:

• Edit employee
• Delete employee

Multi-Accounting

Note

Employees with an existing Pulse account can also log into other accounts using the same email address.

This way, you can use one login across multiple accounts – this is called Multi-Accounting.

Roles and Teams

Newly created employees automatically receive the Account Member role.

Caution

By default, a new employee is not assigned to any team. You must manually assign the team – either in the profile or under “Account Settings > Organization”.