# Who can see what in Pulse

URL: https://docs.sparklayer.io/help/pulse/access

See whose accounts and sales each sales agent role can see in Pulse, and what to check before you turn Pulse on for your sales team.

> **Pulse is in early access.** Request it for your sales team. [Request early access](mailto:support@sparklayer.io?subject=Early%20access%20to%20Pulse). [Try the interactive demo](https://www.sparklayer.io/pulse/).

> **Quick summary**
>
> - Everyone with a sales agent role gets Pulse when it's turned on for your store. What they see depends on their role.
> - A **Sales agent** sees their own accounts. A **Sales administrator** sees the whole team: every other agent's and administrator's accounts, sales and performance.
> - Roles don't have Pulse settings, so you can't turn Pulse off for one role, or keep a Sales administrator to their own accounts. Check who has the Sales administrator role before you turn Pulse on: see [Before you turn Pulse on](#before-you-turn-pulse-on).
> - *Pulse permissions is coming soon.*
>
>   More granular Pulse permissions for each role are coming soon.

## How access works today

Pulse comes with the sales agent role. Anyone with a sales agent role who signs in to your store gets the **Dashboard** tab, and every Pulse page in it. Their role decides whose accounts and figures they see.

| Role | Pulse | Whose accounts and figures they see |
| --- | --- | --- |
| **Customer** | No | None: they're not a sales agent. |
| **Sales agent** | Yes | Their own book: the customers they can see, set by the customer groups on their [role card](https://docs.sparklayer.io/help/sales-reps.md#restrict-which-customers-a-sales-agent-can-see). |
| **Sales administrator** | Yes | The whole team. The Overview opens on **Total company view**, with the store's month and a **By rep** card ranking every sales agent. The **Viewing as** switcher opens any other agent's or administrator's book, with their sales, customers, quotes, carts and unpaid invoices. |
| Custom role | Yes | Their own book, like a Sales agent. |

Inside the book they can see, everyone with Pulse sees all of it: receivables, credit and margin figures, **Download CSV** on tables, [Ask Sparkie](https://docs.sparklayer.io/help/pulse.md#ask-sparkie) and its insights. What they can change, such as a quote, still follows the **Orders**, **Quotes** and **Customers** permissions in their [role](https://docs.sparklayer.io/help/sales-reps/roles.md#permissions).

**What this means for your team**

Before Pulse, a sales agent couldn't see other agents' or administrators' accounts at all, so this is a change for stores that already use the Sales administrator role. If you gave someone the Sales administrator role for its ordering permissions, such as changing prices, adding custom items or creating customers, they'll also see the whole team's sales in Pulse, including their manager's.

To see the whole team yourself, as a store owner or sales manager, you need a sales agent account with the Sales administrator role. There isn't a separate owner view.

## Before you turn Pulse on

Pulse is in early access, so it only appears once it's turned on for your store. Check your roles first, so nobody sees more than they should.

1. Go to **Sales Agents > Agents** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/v2/customers/agents)), or **SparkLayer Wholesale > Sales agents** in the Shopify app and look at each agent's **Role**.
2. For each **Sales administrator**, decide whether they should see the whole team's accounts and sales.
3. If someone needs some Sales administrator permissions, such as changing prices or creating customers, but shouldn't see the team, give them a custom role with just those permissions instead. Open **Sales administrator** at **Sales Agents > Roles** in the SparkLayer Dashboard ([open](https://app.sparklayer.io/customers/roles)), or **SparkLayer Wholesale > Sales agents > Roles** in the Shopify app, click **Duplicate**, switch off what they don't need, then give them the new role. See [Create a custom role](https://docs.sparklayer.io/help/sales-reps/roles.md#create-a-custom-role).
4. Check the customer groups each agent can see. Their Pulse book only includes those customers. See [Restrict which customers a sales agent can see](https://docs.sparklayer.io/help/sales-reps.md#restrict-which-customers-a-sales-agent-can-see).
5. If someone uses the sales agent role only to order for a few accounts, such as a customer buying for several of its own stores, remember they'll get Pulse too. Talk to [our support team](https://docs.sparklayer.io/help/support.md) before you turn Pulse on.

*Pulse permissions is coming soon.*

## More granular permissions

Soon you'll be able to choose exactly what each role can see and do in Pulse. Until then, use roles and customer groups as described above.

## FAQs

**Can a Sales administrator see other administrators' sales?**

Yes, today. A Sales administrator sees the whole team in Pulse, including other administrators, with the **Viewing as** switcher. To keep someone to their own accounts, give them the Sales agent role or a custom role instead. See [Before you turn Pulse on](#before-you-turn-pulse-on).

**Can I turn Pulse off for some sales agents?**

Not yet. Everyone with a sales agent role gets Pulse once it's on for your store. More granular Pulse permissions for each role are coming soon. For now, to stop someone seeing Pulse, give them the **Customer** role, which also removes their sales agent access.

**Can a sales agent see other agents' accounts?**

No. A Sales agent only sees their own book: the customers their customer groups allow. Only the Sales administrator role sees the whole team.

**Can I see the whole team as the store owner?**

Yes, with a sales agent account that has the Sales administrator role. Pulse runs in the SparkLayer widget on your store, so you sign in there as a sales agent. See [Sign in as a sales agent](https://docs.sparklayer.io/help/sales-reps.md#sign-in-as-a-sales-agent).

**Will turning Pulse on change anyone's ordering permissions?**

No. Ordering, quoting and customer permissions stay exactly as they are in each [role](https://docs.sparklayer.io/help/sales-reps/roles.md). Pulse only adds what people can see.

## Next steps

- [Roles and permissions](https://docs.sparklayer.io/help/sales-reps/roles.md): What each role allows when ordering for a customer, and how to create a custom role
- [Sales rep setup](https://docs.sparklayer.io/help/sales-reps.md): Make someone a sales agent and choose which customers they see
- [If you're a sales manager](https://docs.sparklayer.io/help/pulse/overview.md#manager-view): What the whole-team Overview shows