Onboarding New Staff and Managing User Permissions

Onboarding New Staff and Managing User Permissions

Growth requires a shared rhythm. Properly setting up new team members and defining their access levels ensures data security and operational clarity within PulseHub. This guide covers how to add staff and assign permissions for a secure flow.

I. Adding a New User

Every team member who needs access to the CRM, Conversations, or Calendars must be added as a user.

• 1. Navigate to Staff Settings: Go to Settings $\rightarrow$ My Staff in your PulseHub account.
  

• 2. Add User: Click the + Add Employee button.
  

• 3. Basic Details: Fill in the employee's name, email, and phone number.
  

• 4. Security and Credentials:
  

• Username: Set a unique username.
  

• Password: Set a temporary password and instruct the employee to change it immediately upon first login.
  

• 5. Role Assignment: This is crucial. Select a pre-defined User Role (e.g., Admin, User, Manager) that corresponds to their job function. The role dictates their baseline access across the platform.
  

II. Assigning User Permissions

Permissions control exactly which parts of PulseHub a user can see and interact with. This prevents accidental changes and protects sensitive client data.

1. The Permissions Tab

When adding or editing a user, navigate to the Permissions tab . Here, you can toggle access for various features.

• View vs. Edit: Differentiate between allowing a user to simply view a report and allowing them to edit a crucial Funnel or Workflow.
  

• Billing Access: For administrative roles only, ensure you control access to the Agency Billing section to manage the PulseHub subscription tier.
  

2. CRM and Conversation Access

For team members focused on client interaction:

• Contacts: Ensure they have permission to View and Edit contact records.
  

• Conversations: Grant access to the Conversations tab so they can reply to clients.
  

• Opportunities: If they are part of the sales process, grant access to view and update Opportunities and Pipelines.
  

3. Calendar Access

• If the user will be taking appointments (e.g., a Sales Rep), they must have Calendar Access.
  

• Crucially, they must also connect their personal Google or Outlook calendar to their profile to prevent double-booking (See Bookings & Calendars P1).
  

III. User Roles: Templates for Scale

Use the User Roles feature to create scalable permission templates, ensuring a consistent access level for everyone in that position.

• Admin: Full access to all features, including Settings, Domains, and the Funnel Builder. Assign this role sparingly.
  

• Sales User: Access restricted to Contacts, Conversations, Calendars, and their assigned Opportunities. They should not have access to core Workflows or Settings.
  

• Content User: Access primarily to Sites and Email Marketing (Templates), but no access to client communication or billing.
  

Tip: After setting up a new employee, always log in as that user to perform a quick Permissions Audit. Verify that they can see everything required for their job and, critically, nothing that isn't.