User roles  Admin Staff contributor External contributor ✗ Pulse user

This article explains how staff users and external contributors can control the visibility of periods in Pulse. It covers the process of making periods in a file public or private and how these actions impact Pulse user access.

Table of contents 

How Public/Private Status Works

  • Pulse does not store the 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.

Making a Period Public

  1. Navigate to the desired period within the client file.
  2. Click on 'Action' button.
  3. Click Make Public.
  4. All periods up to and including the selected period will be visible to the client.

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 indicates that user working in a file considers all files up to 2023 as ready for client access.

Making a Period Private

  1. Navigate to the desired period within the client file.
  2. Click on 'Action' button.
  3. Click Make Private.
  4. The selected period and all subsequent periods will be hidden from the client.

Example:

  • Consider the following periods: 2021, 2022, 2023, 2024.
  • If you navigate to 2022 and click Make Private, this action makes 2022 and all subsequent periods (2023 and 2024) private.
  • Only 2021 remains public.

By following these steps, user working in a file can manage which periods are accessible to clients, ensuring that only finalised and approved information is shared. If you have further questions, please contact support.