Users

Understand Pulsar's user roles, and create, edit, delete and set permissions for the users in your account.

Pulsar has three user roles:

User (basic user): can view and interact with the app, on tablet and desktop. This role usually goes to people who will only make entries (stops, SKU, operators, defects) in the mobile app, or who use the desktop app as a consultation tool.
Admin: everything a basic user can do, plus access to settings, except users and recipients. This role is for people responsible for configuring and updating the desktop platform who don't need permission to manage users.
Super Admin: everything the User and Admin roles can do, plus permission to manage users and recipients in the platform. The users table shows this role as Superadmin.

What each role can do with stops and production records is set on the Permissions tab.

Video

Watch how to do it, step by step.

Create a user

Open the Pulsar desktop app on your computer.

In the left-hand menu, open Settings and select Users Settings.

On the Users tab, click CREATE USER.

In Create your team members, fill in First Name, Last Name, Role (Super Admin, Admin or User), Email Address, Companies, Password and Confirm Password. As you type the password, a checklist shows whether it meets the rules: Password has more than 8 characters., Password has a number. and Passwords match.

The Create your team members window, with the fields First Name, Last Name, Role (Select role), Email Address, Companies (LATAM Demo), Password and Confirm Password, all empty, and the Cancel and Create buttons.

Companies starts with the plant you're working in. If your company has more than one plant in Pulsar and the user needs to see other plants too, click the Companies field and check every plant this user needs to see.

The Companies field of the create user window opened, with a search box and a checkbox for each plant: US Demo unchecked and LATAM Demo checked.

Click Create.

Manage users

The Users tab lists every user with their NAME, EMAIL, ROLE, COMPANIES and STATUS. Use Search to find one. The ACTION column has three icons for each user: assign a machine group, edit, and delete.

The Users tab of Users Settings, with the Users and Permissions tabs at the top, the Users count, the Search box, the CREATE USER button, and the users table with the columns NAME, EMAIL, ROLE, COMPANIES, STATUS and ACTION; each row ends with the machine group, pencil and trash icons.

Assign a machine group

Click the machine group icon.
In Assign machines group, switch All machines to OFF and select the circle on the right of each machine group the user should see.
Click Confirm.

The Assign machines group window, with the search box, the All machines row with its switch set to ON, a list of machine groups showing the machines in each and a circle to select each group, and the Cancel and Confirm buttons.

If the user should see all machines, leave All machines on ON.

To learn more about machine groups, see Machine groups.

Edit a user

Click the edit (pencil) icon.
In Update User, change the user's New Role, their Companies, or both. The email address can't be changed.
Click Confirm.

The Update User window, with the user's email address greyed out, the New Role dropdown open showing Super Admin, Admin and User (covering the Companies field), and the Confirm and Cancel buttons.

Delete a user

Click the delete (trash) icon.
A confirmation message, Are you sure?, asks whether you want to delete that user.
Click Delete.

The Are you sure? confirmation window saying You want to delete the user, followed by the user's email, with the Delete and Cancel buttons.

Permissions

On the Permissions tab, the Role Permissions table sets what each role (User, Admin and Superadmin, one column each) is allowed to do, with a switch per role:

Stops: Annotate stops and Modify stop annotations.
Production: Add production records, Edit production values, Delete production records, and a fourth permission the app currently shows as **permission_production_nominal_speed_modify** (an untranslated label; by its name, it controls changing the nominal speed).

The arrow icon at the end of each row (Reset to default) puts that permission back to its default values. Click Save changes when you're done.

Many customers prefer that users can't modify the cause of a stop once it has been recorded. For that, we recommend turning off Modify stop annotations for User and keeping it on for Admin and Superadmin.

The Permissions tab of Users Settings, with the Role Permissions table: the columns Permission, User, Admin and Superadmin; a Stops group with Annotate stops and Modify stop annotations, and a Production group with Add production records, Edit production values, **permission_production_nominal_speed_modify** and Delete production records, each with a switch per role and a reset icon at the end of the row. The Save changes button is at the top right.

Reset a password

There's no password reset in Users Settings: each user resets their own password from the sign-in page, following Change or reset your password.

If you need help resetting a user's password, open a ticket from the desktop app and our team will help you. If it's your own password you want to reset, you can contact us by email and we'll help you.

If you have trouble or need help, contact your Customer Success representative or raise a support ticket from the app.