User Library

1. All of your users/accounts are listed here. Users are organized into folders, generally by company or association. For instance, there may be one folder of “The Pulse Network” users, and another folder of “Sample Client Association” users.

Folder Expansion: To view your current users, click the plus icon located next to any folder name to expand that folder. A list of names will appear. Click on the name to view that user’s details.

Adding a New User: Click on the plus icon at the top right of the screen. This will start a new profile to the right of this box under “user profile”. You will be prompted to enter a name, company (if the company isn’t listed already, it will create a new user folder)

User Profile

1. This is the field where your user’s information will be displayed.

Login Information: The user profile will display all fields described above in creating a new user, except their password. Only administrators have the ability to view a user’s password.

Access Levels: This tab allows you to set the access level of your user. For more information about what each level includes or excludes, please click the hyperlink at the bottom of the box entitled “Security Definitions”

Client/Event Access

1. This is the field where your user’s client and event access will be displayed

Available Clients: This tab allows you to set which of The Pulse Network’s clients your user will have access to.

Access Portfolios: This tab allows you to set which portfolios that this user will have access to.