Getting Started

Understanding User Roles

Every Pulse account allows your organization to add different users. Use the list below to determine which level of access you need for different people.

• Manager - This role has total access to your account. They can perform all administrative functions on behalf of your organization.
• Mentor - This role can add mentees to their accounts, complete reflections, and view reports. They can complete self-reflection and reflection on others in the organization.
• Reflection Writer - This role can only create and edit reflections for your organization.
• Report Writer - This role can only create and edit reports for your organization.
• Mentee - This person (or group) does not have login access to the account. This would be an individual or group whose development in key areas you are attempting to monitor.

Example (Business) : All staff may be added as mentors to cultivate 360-degree reflective practice across your organization. Managers may be added as an "assigned mentor" to staff members.

Example (Nonprofit) : All staff may be added as mentors while constituents are added as mentees. Frequent reflections on constituents provide the organization with actionable insights to resource their clients more accurately.

1. Sign up With Sendgrid/Twilio

They are our preferred partners with the industry's best deliverability rates. Having your own account with them also keeps your cost with Pulse lower.

2. Create An API Key

Navigate to the settings tab > API Keys > "Create API" Key Button. SAVE THIS KEY somewhere secure. They will not show you it again, and it will be needed to integrate into our system.

3. Copy the API key into Pulse

In your Pulse account, go to the Settings menu then add the SendGrid API Key into the system.  

1. Start with Pilot Group

Identify a select group within your organization known for embracing innovation—your "early adopters." These individuals should be open to exploring new solutions, providing constructive feedback, and leading the way for broader adoption.

2. Establish consistent Rhythms

Your pilot group must find a sustainable rhythm for completing Pulse reflections. Overly frequent reflections might lead to fatigue, while sparse input could result in less comprehensive data. Striking the right balance is essential for extracting meaningful insights.

3. Initiate second pilot

Based on the initial group's experiences, invite a second cohort to start engaging with the platform. This phased approach allows you to refine the onboarding process and manage any queries or issues more effectively, ensuring a smoother transition for subsequent users.

4. Communicate Successes Organization-wide

After witnessing positive outcomes from your pilot groups, develop a strategy to share these insights across the entire organization. Highlight the tangible benefits experienced by the early users, such as real-time insights into their daily activities, and emphasize how this intelligence can guide strategic resource allocation.