Skip to main content
All CollectionsPulseGeneral settings
Role permissions within the Pulse product
Role permissions within the Pulse product

Learn how to set up the roles and permissions if you use Pulse module

Updated this week

To ensure employees can effectively perform their job responsibilities, it is essential to configure user roles with appropriate access to the features and menus in the system. This article explores permissions that can be granted within the Pulse module, which is designed to manage various surveys within the company.

Access to Roles and permissions configuration

In the Settings > Security > Roles & permissions section, you can edit the permissions for default roles or create custom roles for different purposes.

For more details, check Setting up roles in the system.

Setting up Pulse permissions

For All employees, Managers, Team leads, and your custom roles, you can grant permissions to perform various actions at the company level. To do this, you must go to the Company > Pulse section while editing or creating a role and select the options you wish to be available for that role.

You can grant manage surveys permission to provide user access to the Surveys tab with all created surveys. The user can edit, copy and delete previously created surveys and drivers, as well as add new ones. In addition, user with permission, can assess survey results.

In the Settings section, you can provide access to a specific section of PeopleForce Pulse settings for users to customize the platform.

Access may be granted to either the Segments section, the Scales section, or both.

Did this answer your question?