Admin guide¶
How to run your PulseLMS organization: people, teams, assignments, reporting, compliance, branding, and integrations.
Everything in this guide is done from the PulseLMS web app at learn.mypulsetech.com. Each customer is an isolated organization: your members, courses, reports, and data are never visible to any other organization. As an org admin you have full control over your organization; other roles get a focused slice of it.
What an org admin can do¶
- People: see the full member roster, assign roles, invite people one at a time or a hundred at once, share self-serve join links, and deactivate accounts. See People and roles.
- Teams and managers: group members into teams and appoint managers who watch their own team. See Teams and managers.
- Assignments: push published courses and programs to members with due dates and mandatory flags, and approve quiz resets. See Assignments.
- Reports: track completion, overdue work, per-learner transcripts, and quiz item analysis. See Reports.
- Compliance: require e-signatures, set certificate expiry and recertification, revoke certificates, and review the audit log. See Compliance.
- Settings and branding: set your edition, white-label the product, toggle features, and export or import content. See Settings and branding.
- Integrations: issue API keys, register webhooks, and configure SSO and email. See Integrations.
Roles at a glance¶
Roles are assigned per member on the People page. A member can hold more than one role.
| Role | Scope | Can do |
|---|---|---|
| org_admin | Whole organization | Everything: people, roles, invites, settings, branding, feature flags, assignments, reports, compliance, integrations |
| author | Content | Create and edit courses, programs, and quizzes; assign published content; view reports |
| instructor | Delivery | Assign published content, grade, approve reset requests, view reports |
| manager | Their team only | Read-only view of their team's roster and reports; nudge their team |
| learner | Themselves | Take assigned and self-enrolled courses; earn certificates |
Platform admins
platform_admin is a PulseTech-level role that sits above every organization. Platform admins review beta access requests, onboard new client organizations, and can enter any organization to help its owner. See Signups and Organizations. If you run a single organization, you will not have this role, and that is expected.
The first person in a brand-new organization¶
When an organization is created, PulseLMS invites one administrator by email. The first person to sign in to a brand-new organization automatically becomes its org admin, with no manual setup needed. From there they invite everyone else.
Admin actions are recorded
Sensitive actions (role changes, invites, publishes, assignments, feature-flag and branding changes, exports, certificate revocations, and organization creation) are written to an immutable audit log. Anyone with org_admin can review it under People → Audit log. See Compliance.