User Management
Manage team members and their access levels across your organization.
User Roles
Utiq Pulse has three user roles with different permission levels.
| Role | Description | Capabilities |
|---|---|---|
| Admin | Full system access | Manage all organizations, users, and studies |
| Agency | Agency-level access | Manage studies, limited user management |
| Client | Client-level access | Create and view own studies |
Creating Users
Administrators can create new users from the User Management menu.
1
Navigate to Users
Go to User Management > New User
2
Enter User Details
Fill in email, name, and password
3
Select Role
Choose Admin, Agency, or Client
4
Assign Organization
Optionally assign to an organization
Form Fields
| Field | Description | Required |
|---|---|---|
| Valid email address (used for login) | Yes | |
| Full Name | User's display name (min. 2 characters) | Yes |
| Password | Secure password meeting requirements | Yes |
| Role | User's permission level | Yes |
| Organization | Optional organization assignment | No |
Password Requirements
- • Minimum 8 characters
- • At least one uppercase letter
- • At least one lowercase letter
- • At least one number
Editing Users
Edit user details by clicking on a user in the User Management list.
Email Cannot Be Changed
Email addresses cannot be modified after user creation. Users needing a new email should create a new account.
Role Permissions
Detailed permission matrix by role.
| Action | Admin | Agency | Client |
|---|---|---|---|
| Create Study | ✓ | ✓ | ✓ |
| View Reports | ✓ | ✓ | ✓ |
| Manage Users | ✓ | Limited | ✗ |
| Manage Organizations | ✓ | Clients only | ✗ |
Deleting Users
Users can be deleted from the user detail page.
Permanent Deletion
Deleting a user is permanent and cannot be undone. The user will lose access immediately.