Pulse permissions
What this page is — every permission Orbit Pulse offers, listed by the name you see in the role editor, and what each one lets someone do.
What it is for — building a role that grants exactly what you intend. It is the page to keep open in the other window while you tick boxes.
The problem it solves — permission names are short and several of them sound alike. Manage Lead Pipelines also covers statuses; Edit Existing Leads reaches further than it sounds. This page says what each one actually grants.
Scope: 7 modules · 87 permissions · 3 role-editor categories
1. Where the permissions live
There is no category called Pulse or CRM. Pulse's permissions are spread across three:
| Category | Modules | Permissions |
|---|---|---|
| Marketing Suite | Manage Leads (50), Contacts (12), Deals (8), Lead Settings (1) | 71 |
| Customer Relationship | Orbit Customers (5), Orbit Vendors (5) | 10 |
| Analytics | Lead Analytics and Reports (6) | 6 |
Marketing Suite also contains Manage Forms, Manage Marketing Pages and Manage Blogs, which are not
part of Pulse. If you are building a CRM role, ignore those three.
2. Leads — working the records
| Permission | Lets someone |
|---|---|
| View Marketing Suites lead management | See the list, the board, the queues and any lead record |
| Menu Access Marketing Suites lead management | See Manage Leads in the sidebar |
| Create New Leads | Add a lead — and run the CSV import |
| Edit Existing Leads | Change a lead, move its status, add activities and notes, and run bulk update and bulk tag |
| Delete Leads | Delete a lead, and bulk delete |
| Assign Leads | Assign a lead, bulk assign, put a lead in a queue, and use auto-assign |
| Import Leads | Run the CSV import |
| Export Leads | Export the filtered list |
| Assign multiple leads · Update multiple leads · Delete multiple leads | The bulk actions on the list |
As well as editing one lead it covers moving statuses, logging activities and notes, and the bulk update and bulk tag actions. Grant it to people you would trust with a hundred leads, not just one.
3. Leads — configuration
Everything in the Lead Settings hub.
| Permission | Lets someone |
|---|---|
| View Lead Settings | Open the Lead Settings hub |
| Manage Lead Sources | Create, change and remove lead sources |
| View lead sources · Create lead sources · Edit lead sources · Delete lead sources | The same, split by action |
| Manage Lead Pipelines | Create, change and remove pipelines — and their statuses |
| View Pipelines · Create pipelines · Edit pipelines · Delete Pipeline | Pipelines, split by action |
| View Statuses · Create Lead Status · Edit Lead Status · Delete Lead Status | Statuses, split by action |
| Manage Queues | Create and change queues, and manage their agents |
| Manage Lead Scoring Rules | Create, change and remove scoring rules, and run a recalculate |
| Manage Lead Assignment Rules | Create, change, reorder and remove assignment rules |
| View Lead Assignments · Create Lead Assignment · Edit Assignment · Delete Assignment | Assignment rules, split by action |
| Manage Conversion Rules for Lead to Contact or Deal | All three conversion families, and their retroactive Run |
| View lead agents list | See who can be assigned leads |
| Enable/disable agents | Turn a user into a lead agent, or off again |
| View custom field definitions · Create new custom field definitions · Edit existing custom field definitions · Delete custom field definitions | Custom fields |
| List Lead Grades Tab · Add New options of Leads Grade · Edit Options of Leads Grade · Delete Options of Leads Grade | Lead grades |
| Make the tabs visible of Source Category · Add new item for Lead Source Category · Edit existing item for Lead Source Category · Delete existing item from Lead Source Category | Source categories |
| View API keys and logs · Create/delete API keys | Webhooks |
| Show Lead Settings in the header settings menu. | Put Lead Settings in the header gear menu |
It also governs statuses, and the action that seeds a default pipeline. There is no way to let somebody manage pipelines while withholding statuses — in practice they are one permission.
4. Contacts
| Permission | Lets someone |
|---|---|
| View Contacts | See the contacts list and any record |
| List Contacts in Menu | See Contacts in the sidebar |
| Create Contacts · Edit Contacts · Delete Contacts | Maintain a contact |
| Import Contacts | Run the contact import |
| Export Contacts | Export the filtered list |
| View contact groups | See groups and their members |
| Create New Contact Groups · Edit Contact Groups · Allows deleting contact groups | Maintain a group |
| Assign / Un-assign Members or contacts of Group | Add and remove group members |
5. Deals
| Permission | Lets someone |
|---|---|
| View Deals | See the deals board and any deal |
| List Deals in Menu | See Deals in the sidebar |
| Create Deals · Edit Deals · Delete Deals | Maintain a deal |
| Export Deals | Export the deal list |
| Deals Settings | Open the deal settings screen |
| Deals Pipeline Management | Create and change deal pipelines and their stages |
Deals Settings only opens the screen. Deals Pipeline Management is what allows a change to be saved. A role with the first and not the second can look and not touch.
6. Customers and vendors
| Permission | Lets someone |
|---|---|
| Browse & View Orbit Customers records · Menu Listing of Orbit Customers | See customers |
| Create new Orbit Customers records · Edit existing Orbit Customers records · Delete Existing Orbit Customers records | Maintain a customer |
| Browse & View Orbit Vendors records · Menu Listing of Orbit Vendors | See vendors |
| Create new Orbit Vendors records · Edit existing Orbit Vendors records · Delete Existing Orbit Vendors records | Maintain a vendor |
Both sit under the organisation menu, but the records belong to a project. Switching project changes what the list shows — an empty list usually means the wrong project, not missing data.
7. Lead analytics
| Permission | Lets someone |
|---|---|
| Menu Listing of Leads Analytics | See Lead Analytics in the sidebar |
| Lead Overview & Executive Summary | The overview report |
| Acquisition & Source Insights | The acquisition report |
| Pipeline Health & Funnel Analysis | The funnel report |
| Lead Quality & Segmentation | The quality report |
| Team Performance & Engagement | The team report |
Each report is permissioned separately and the reports screen shows only the tabs you hold, so granting one gives exactly one tab.
8. Building a role — worked examples
| Role | Grant |
|---|---|
| Lead agent — works leads, changes nothing else | View + Menu Access Marketing Suites lead management · Edit Existing Leads · Assign Leads · View Contacts |
| Lead administrator — configures the pipeline | The agent set, plus View Lead Settings · Manage Lead Sources · Manage Lead Pipelines · Manage Queues · View lead agents list · Enable/disable agents · the custom field and grade permissions |
| Automation owner — owns routing and scoring | View Lead Settings · Manage Lead Scoring Rules · Manage Lead Assignment Rules · Manage Conversion Rules for Lead to Contact or Deal |
| Sales manager — deals and reporting | View Deals · Create Deals · Edit Deals · Deals Settings · Deals Pipeline Management · the five analytics reports |
| Read-only reviewer | View Marketing Suites lead management · View Contacts · View Deals · whichever analytics reports they should see |
A permission whose name starts Menu… or List … in Menu is what puts the module in the left sidebar. A role with View Contacts but not List Contacts in Menu can reach contacts by URL and will not see them listed.
9. Don't confuse this with…
| This | Not this |
|---|---|
| Manage Lead Sources | Make the tabs visible of Source Category — sources and their categories are separate |
| Manage Lead Pipelines | Deal pipelines, which are Deals Pipeline Management |
| View Lead Settings | Show Lead Settings in the header settings menu. — one opens the hub, the other places the shortcut |
| Deals Settings | Deals Pipeline Management — see section 5 |
| Import Contacts | Import Leads — different screens, different modules |
10. Troubleshooting
| Symptom | Cause |
|---|---|
| A module is missing from the sidebar | The role lacks that module's Menu… permission. Section 8 |
| A user can open Lead Settings and change nothing | They hold View Lead Settings but none of the manage permissions |
| Withholding status permissions had no effect | Manage Lead Pipelines covers statuses too. Section 3 |
| Deal settings open but nothing saves | Missing Deals Pipeline Management. Section 5 |
| Lead Analytics shows fewer tabs than expected | Each report is a separate permission. Section 7 |
| A customer or vendor list is empty | Wrong project selected. Section 6 |