| User Roles |  Admin | ✗Staff contributor | ✗External Contributor | ✗Pulse user |
As an admin user, you have the power to tailor the accessibility of reconciliations for your clients using the Pulse platform. This guide walks you through the process of making a reconciliation visible within Pulse.
Table of contents
- How to make a reconciliation visible for Pulse user?
- What Is the client’s view of the reconciliation?
How to make a reconciliation visible for Pulse user?
- Select 'Templates' on the firm landing page.
- Navigate to 'Reconciliations' section.
- Choose the template(s) you wish to share with your clients.
- Within the reconciliation template itself, scroll down until you see the two tick-boxes below.
- Click the ' Visible for Pulse users' tick-box.
- Click 'Save' button.
Reconciliations will only be visible to clients if the period in the file is public.
What Is the client’s view of the reconciliation?
- Pulse users will see a ‘read-only’ version of the template in a ‘Preview’ mode.
- Pulse users cannot unstar or edit the templates.
- Clients can download the template into Excel via the 'Actions' button.
- Pulse users can communicate with other users working in the file through the communication panel.
- Once a conversation is initiated, Pulse users can propose changes to the template by clicking on "Make changes."