Setup & onboarding
This page is the admin side — creating an org, inviting people, and how sign-in works.
Authentication
Pulse signs in through WorkOS AuthKit. Every new org starts in AuthKit mode (email + password, magic link, passkey, or social login). Enterprise SSO (SAML / OIDC federation to Entra, Okta, or Google) is available on request. The Pulse backend mints its own session tokens and manages refresh, so it's identity-provider-agnostic.
Creating an organization
Any signed-in user can create an org from sign-up; the creator becomes its first org admin, and Pulse seeds a default status vocabulary. (Intrasys can also provision orgs centrally.) Orgs support suspend, soft-delete with a grace period, and restore.
Org settings include timezone (default Asia/Singapore), the end-of-day archive time, the
status-staleness window, and notification settings.
Inviting members
An org admin invites people by email under Admin → Members; the invitee accepts via an emailed link. A team admin can add existing org members to their team but can't invite brand-new emails. Admin-created accounts get a welcome email to set a password.
Roles & permissions
| Role | Can |
|---|---|
| Super admin | Org lifecycle, billing, feature flags, audited impersonation. Does not read tenant data by default. |
| Org admin | CRUD teams, projects, members, statuses, settings, and share links; configure SSO. |
| Team admin | Manage a team's membership (from existing org members), rename it, toggle private, manage its share links. |
| Member | CRUD and reorder their own TODOs; set their own status; view dashboards for their teams. |
| Public viewer | Read a shared dashboard. |
Every app request is scoped to an org (/api/v1/o/:slug/*), and admin actions are gated by role
server-side.
Presence vocabulary
Under Admin → Statuses, curate the org's status list — label, color, icon, and each status's source (manual / integration-only / auto) and default. You can also define office locations (geofences) that set a status automatically when a member is on site.
Share links & integrations
- Public share links publish a read-only dashboard — see Features → Share links.
- The integration API lets another system set statuses and manage TODOs with a bearer token — see the Integration API.