Users and access

Roles, who needs attention, safe administration, and access that changes at once.

What it is#

The Users page shows who can use Pulsimo, what each person can do, and what needs an administrator's attention: locked accounts, expired passwords, people who never signed in, and anyone overloaded with incidents. Changes to access take effect on the person's next request. They don't have to sign out first.

Where to find it#

Sidebar → Users. A link with ?user=<id> opens that person's panel directly.

Roles#

Role Can Can't
Administrator Everything: also delete endpoints, projects and incidents; add users, change roles, reset passwords, deactivate; security settings, backups, system controls –
Member Add and change endpoints, projects, dashboards, metric and log sources, dependencies; acknowledge, resolve and be assigned incidents Delete endpoints, projects or incidents; manage users or security
Viewer See everything: endpoints, incidents, metrics, logs, dashboards Change monitoring or incidents; be assigned incidents

Everyone can change their own profile and password. The cards at the bottom of the page list the same, with how many people hold each role.

What administrators see#

Figures#

Figure Meaning Click
People Active accounts, with total and deactivated Clears every filter
Online now Used Pulsimo in the last 5 minutes Shows only them
Administrators Active administrators Shows only them
Need attention People with at least one warning (below) Shows only them
Open incidents Open incidents assigned to people, and how many are unassigned Opens Incidents

With only one administrator, a banner says so. If that account is locked, or its owner leaves, nobody can manage users, so make a second person an administrator.

Needs attention#

Warning When
Locked after failed sign-ins Too many wrong passwords (Settings → Security: attempts and lock length)
Password expired Older than the expiry set in Settings → Security
N failed sign-ins in 7 days 3 or more, and not locked
Has never signed in Account older than a day, never used
Not seen for N days No activity for 30 days or more
N open incidents assigned 5 or more open incidents

Deactivated people never show warnings.

The list#

Search by name or email, and filter by role (Administrators, Members, Viewers) and state (Online, Need attention, Locked, Deactivated). Each row shows:

  • User: initials (a green dot when online, red when locked), name, email, and a You or System tag;
  • Role;
  • Status: Online, Active (with when they were last seen), Locked or Deactivated;
  • Last sign-in: the last time they actually signed in;
  • Incidents: open incidents assigned to them (red when one is critical), and how many they resolved this week;
  • Needs attention: the warnings above;
  • Edit and Reset password buttons.

Click a row for the person's panel.

The user panel#

Actions at the top (each one asks for confirmation, except Edit and passwords):

Action Effect
Edit Name, email, role, phone, time zone, about
Reset password Sets a new password, ends all their sessions and clears a lock
Unlock Shown when locked: clears the lock and the failed sign-in count
Sign out everywhere Ends every session; they can sign in again right away
Deactivate / Reactivate Deactivated people lose access at once, on every device; everything they did stays
Delete Only for people with no history (see below)

Sections

  • Incidents: open and critical incidents assigned, resolved in 7 days, average time to resolve (last 30 days), and their latest incidents with links.
  • Sign-in and security: last sign-in, last activity, when the password was changed and when it expires, failed sign-ins in 7 days, lock, and the last 10 sign-in attempts.
  • What they can do: their role's permissions.
  • Recent activity: what they did in Pulsimo, from the Event Trail.
  • Account changes: who changed this account and how (created, role changed, deactivated, password reset…).
  • Profile: member since, time zone, phone, about.

Adding someone#

Add user → name, email, role, and a temporary password:

  • Generate makes a random 16-character password that meets the policy;
  • Copy copies it so you can share it securely;
  • the checklist under the field shows which rules are met.

Pick the least access the person needs. Emails are stored in lower case; an email already in use in the organization is refused. Ask the person to change the password after their first sign-in (their panel, or the key icon on their row).

Passwords#

The rules come from Settings → Security: length; upper case, lower case, numbers and special characters; how many old passwords can't be reused; expiry; sign-in attempts before a lock, and how long the lock lasts.

Who How What happens
You, for your own account Current password + new password twice Other sessions keep working
An administrator, for someone else New password (or Generate) All their sessions end; a lock is cleared

A new password can't be one of the last N passwords (N from Settings → Security). Every change is recorded in the Event Trail.

Safety rules#

Pulsimo refuses, with a message saying why:

  • changing your own role, or deactivating or deleting your own account;
  • removing the last active administrator;
  • changing the system administrator's role, email or status, or deleting it;
  • deleting someone who has history (incident changes, alerts, settings they made). Deactivate them instead: they lose access and the history stays.

Members and viewers see only their own account on this page, with the organization's figures. They can edit their own profile and password, not their role, email or status.

How access is checked#

On every request, Pulsimo checks the account behind the session:

If the account is… Then
deleted or deactivated the request is refused at once, on every device
given another role the new role applies from the next request
signed out everywhere, or its password reset by an administrator sessions started before that are refused

A session can be renewed only while the account is active, and it gets the current role and the session length from Settings → Security.

Online means a request in the last 5 minutes. Activity is recorded at most once a minute per person. Last sign-in is the last actual sign-in.

API#

All signed in; most are administrators only.

Method and path Does
GET /api/v1/users The list with status, security, workload and warnings, the organization's figures, the password policy, and can_manage
POST /api/v1/users Add (name, email, password, role)
GET /api/v1/users/:id Details: everything above plus assigned incidents, activity, account changes, sign-ins, permissions
PUT /api/v1/users/:id Change name, email, role, is_active, phone, timezone, bio
DELETE /api/v1/users/:id Delete (409 when the person has history)
POST /api/v1/users/:id/password { new_password, old_password? }; old_password for your own
POST /api/v1/users/:id/unlock Clear a lock
POST /api/v1/users/:id/sign-out Sign out everywhere
GET /api/v1/users/:id/permissions The role's permissions
GET /api/v1/users/password-policy The password rules
GET /api/v1/users/assignment Who can be assigned incidents, with their open incidents

Refusals use 403 (not allowed), 404 (not in your organization), 409 (a safety rule or a duplicate email) and 422 (password or email rules). The message says why.

Limits#

  • There are no invitation emails yet: you share the temporary password yourself.
  • Pulsimo can't force a password change at the next sign-in yet.
  • There is no two-factor sign-in yet.