User Roles AdminStaff contributor ✗External contributor ✗Pulse user 

This article explains how to control which periods are visible to your clients in Pulse. It covers how to make periods public or private, how the visibility logic works across a client file, and what happens to Pulse visibility when you switch the file's sync connection.

Table of contents 

How does public/private status work?

  • Pulse does not store a public/private status on each individual period. Instead, the system tracks the latest date that should be accessible to Pulse users.
  • Making a period public or private affects all periods up to or after that date accordingly.

How do I make a period public?

  1. Navigate to the desired period within the client file.
  2. Click the Action button.
  3. Click Make Public.

All periods up to and including the selected period will be visible to the client in Pulse.

Example:

Consider the following periods: 2021, 2022, 2023, 2024 (all private).

  • If you navigate to 2023 and click Make Public, all periods up to and including 2023 (2021, 2022 and 2023) will be made public.
  • 2024 remains private.

This means that whoever is working in the client file considers all periods up to 2023 ready for client access.

How do I make a period private?

  1. Navigate to the desired period within the client file.
  2. Click the Action button.
  3. Click Make Private.

The selected period and all subsequent periods will be hidden from the client in Pulse.

Example:

Consider the following periods: 2021, 2022, 2023, 2024 (all public).

  • If you navigate to 2022 and click Make Private, 2022 and all subsequent periods (2023 and 2024) will become private.
  • Only 2021 remains public.

By following these steps, you can manage which periods are accessible to your clients, ensuring that only finalised and approved information is shared.

What happens when I switch the sync?

If you switch a client file's sync from one accounting software to another, all Pulse period visibility is automatically reset to private across the entire file.

This means your client immediately loses access to all periods in Pulse, regardless of what was previously made public.

After switching a sync connection, remember to review and re-apply your Pulse period visibility settings. Navigate to each relevant period and use the Make Public action to restore client access.

If you have further questions, please contact Silverfin support.