Pulse Access Levels and User Roles

User roles manage permissions for groups by defining a set of permissions once and reusing it for all users who meet the same criteria.

Updated 2026-07-22 pulse-access-levels-and-user-roles

Pulse Access Levels and User Roles

User roles manage permissions for groups by defining a set of permissions once and reusing it for all users who meet the same criteria.

Pulse provides two main default roles:

  • Admins have full permission with the ability to invite users to Pulse.

  • Staffs have limited permissions to create and edit filters, configure webhooks, and modify precision policies.

Pulse supports a variety of user roles to provide support different levels of feature and information access. 

Access Level Enables These Privileges
Admin
  • Create new user roles.
  • Invite new users
  • Update/Modify the user role.
  • Access all the available dashboards of both Conviva VSI, DPI, Precision, and Ads.
  • Access all the options available in each dashboard (Example: Share, Filter, Export, Overflow and Annotation options on each of the widget).
  • Clone existing filters/alerts/custom dashboards.
  • Create and access New Filter, New Live Events and New Alerts.
  • Edit Precision Policies.
  • Edit or add a Webhook.
  • Subscribe to AI alerts Email Subscription.
  • Update AI alert sensitivity settings.
  • Generate and manage API keys.
Staff
  • Access all the available dashboards of both VSI, DPI, Precision, and Ads.
  • Access all the options available in each dashboard (Example: Share, Filter, Export, Overflow and Annotation options on each of the widget).
  • Clone existing filters/alerts/custom dashboards.
  • Create and access New Filter, New Live Events and New Alerts.
  • Edit Policies / Precision Policies.

Note: As of 8 May 2025, all custom user roles have been updated to Staff roles, as custom roles are no longer supported.

Customer Service
  • Access to the available VSI and DPIViewer dashboards.
Read Only
  • Modify personal profile information.
  • Access share and Export options. 
  • View all the dashboards contents of both VSI, DPI, and Ads. 

Invite Users

Admins use the Invite User screen to set user permissions and send invitations to the new users.

To invite new users,

  1. On the User Management page, click +Invite User.

  2. On the Invite User page, enter the email IDs (max 50).

  3. Select the user role from the drop-down.

    Note: As of 8 May 2025, all custom user roles have been updated to Staff roles, as custom roles are no longer supported.

  4. Add the Accounts and select the Permissions for the user.

    • Nexa Permission:

      • No: Disables permission to use Nexa for this user.

      • Use: Enables permission to use Nexa for this user.

      • Enable: Grants Admins permission to enable Nexa for other users in this account.

    • API Management: Controls whether the user can see and use the API Management page.

      • Hide: The user cannot see the API Management page.

      • View: The user can view API credentials and usage, but cannot create, edit, or delete them.

      • Edit: The user can create, edit, activate, deactivate, and delete API credentials.

    The API Management permission is independent of a user's Admin or Staff role. By default, Admin maps to Edit, Staff to View, and all other users to Hide. API Admin is a separate permission that controls whether a user can grant or change another user's API Management permission; it is not self-service and is assigned by Conviva. Having Edit does not, by itself, allow a user to grant access to others. For more information, see API Management.

  5. Click Send Invitations to enable user access.

  6. On the email received, click Access Pulse.

Edit User

To modify the user roles, control access, and permissions,

  1. Click the kebab icon under the Action column and select Edit Role.

  2. On the Edit User page, modify the required roles and permissions.

  3. Click Update to apply the changes.

Revoke User

To revoke the user access from the system,

  1. Select the users to be revoked and click Revoke User.

  2. On the Revoke User page, confirm the email addresses and specify the user accounts.

  3. Click Revoke to delete the selected accounts.