Getting Started with PulseRoster¶
Your First Steps in PulseRoster¶
This guide will help you create your account, set up your community, and invite your first members.
Creating Your Account¶
Navigate to roster.mypulsetech.com and click Login or Register.
Login Methods¶
| Method | Description |
|---|---|
| Discord | Fastest way to get started (Recommended) |
| PulseTech | One account shared with PulseCAD, PulseLMS and PulseBilling |
| Email/Password | Traditional account creation |
| Magic Link | Passwordless email login |
PulseRoster is moving to PulseTech sign-in
Sign in with PulseTech uses the same account as PulseCAD, PulseLMS and PulseBilling, so you have one sign-in across all of them rather than a separate one for each. If you already use another PulseTech product, it is the account you already have.
Email/password and magic-link sign-in are being retired. They still work today, but PulseRoster is moving to PulseTech sign-in only. Discord sign-in is not going away — it will go through your PulseTech account instead of directly, which for most people means clicking the same button and noticing nothing.
Your PulseRoster account has already been matched to your PulseTech account, so you keep the same communities, ranks and history. If you sign in with an email and password today, sign in with PulseTech once before the switch so you are not setting a password on the day you need to reach your roster.
Creating a Community¶
After logging in, click Create Community and enter your details:
| Field | Description | Example |
|---|---|---|
| Name | Your community's display name | Los Santos Police Department |
| Slug | URL-friendly identifier | lspd |
| Discord Server ID | Link to your Discord server (optional) | 123456789012345678 |
Your community URL will be: roster.mypulsetech.com/c/your-slug
Click Create to set up your community.
Onboarding Wizard¶
The first time you open your new community, a 5-step setup wizard auto-launches to walk you through the essentials:
- Welcome — confirm your community name
- Department — pick a preset (LSPD, BCSO, SAHP, SAFR, EMS) or skip to add later
- Roles — pick a role preset (Standard, Detailed, Minimal) or skip
- Discord — paste your Discord invite URL (optional)
- Invite — copy your community URL to share with members
You can skip any step and complete it later from Settings. See Onboarding Wizard for the full walkthrough.
Inviting Members¶
Creating Invite Links¶
- Go to Settings > Invite Links
- Click Create Invite Link
- Configure options:
| Option | Description |
|---|---|
| Expiration | When the link expires |
| Max Uses | Limit how many times it can be used |
| Auto-assign Department | Automatically add members to a department |
| Auto-assign Rank | Start members at a specific rank |
- Share the generated link with your members
What Members See¶
When members use the invite link:
- They create or log into their account
- They're automatically added to your community
- If configured, they're assigned to the specified department and rank
Recruitment via Applications¶
For communities that want to vet applicants before letting them in, set up an Application form instead of (or alongside) invite links. Applicants fill out a public form, staff review on a kanban board, and accepted applicants claim membership via a one-time link.
Initial Setup Checklist¶
After creating your community, complete these steps:
- Complete the Onboarding Wizard - Walk through the 5 setup steps (or skip and configure manually)
- Create Departments - Set up your organizational structure
- Define Ranks - Create rank hierarchies for each department
- Configure Discord - Link your Discord server for role sync
- Create Staff Roles - Define permissions for your staff team
- Generate Invite Links - Create links to onboard members
- (Optional) Set up an Application Form - For communities that vet recruits before granting access
- (Optional) Pick a Community Theme - Brand your workspace with one of six color presets
Understanding the Interface¶
Navigation Structure¶
| Area | Description |
|---|---|
| Dashboard | Overview of your community and quick stats |
| Members | View and manage community members (staff only) |
| Departments | Organize members into departments with ranks (with a My Department shortcut) |
| Leadership | Community-wide leadership roster (Directors, Heads of Staff, etc.) |
| Time Logs | View and log activity hours |
| Activity Warnings | Members falling below rank activity requirements |
| Leaves of Absence | Leave of absence management |
| Transfers | Department transfer requests |
| Certifications | Member certifications |
| Disciplinary | Disciplinary records |
| Commendations | Member recognition |
| Applications | Recruitment applications inbox + kanban board |
| Documentation | Internal docs with version history and acknowledgments |
| Analytics | Community insights, status mix, and trends |
| Settings | Community configuration (staff only) |
Key URLs¶
| Page | URL Pattern |
|---|---|
| Community Home | /c/[slug] |
| Members List | /c/[slug]/members |
| Member Profile | /c/[slug]/members/[id] |
| Departments | /c/[slug]/departments |
| Department Details | /c/[slug]/departments/[deptSlug] |
| Public Roster | /roster/[slug] |
| Public Application | /apply/[slug]/[appSlug] |
| Discovery Directory | /dashboard/discover |
| Settings | /c/[slug]/settings |
Next Steps¶
Now that your community is set up:
- Walk through the Onboarding Wizard - Five guided steps to a working workspace
- Create Departments - Build your organizational structure
- Set Up Ranks - Define your rank hierarchy
- Configure Discord - Enable role synchronization
- Invite Members - Start building your roster
- Set up Applications - Optional: gate recruitment behind a public form
Need help? Join our Discord Community for support.