Roles and permissions

Pulse uses two groups of roles. OCV roles have organization-wide access; company roles are limited to the companies assigned to the user. Each user has one Pulse role.

The exact fields and actions shown on a page can also vary by feature. Pulse hides actions that your role cannot perform.

OCV roles

OCV roles are used by the OCV operating team and can access records across the organization.

Role	Scope	Typical access
Admin (ocv_admin)	All companies, projects, and people	Full operational access, user invitations, role and company assignments, account administration, and system settings.
Manager (ocv_manager)	All companies, projects, and people	Broad operational access, including creating and updating records. Managers can work with users and company data but cannot administer user roles like an Admin.
Viewer (ocv_viewer)	All companies, projects, and people	Read access to organization-wide information. Viewers do not normally create or edit operational records.

Sensitive information and integrations—such as compensation, credentials, and some finance or fundraising records—may have additional restrictions even for an OCV user.

Company roles

Company roles are used by founders, executives, and other company-side users. They can access only the companies assigned to their Pulse account.

Role	Scope	Typical access
Company Admin (co_admin)	Assigned companies	Manage company-specific operating information and the company workflows available to company users.
Company Manager (co_manager)	Assigned companies	Update permitted company information, team records, KPIs, and updates for the assigned companies.
Company Viewer (co_viewer)	Assigned companies	Read-only access to permitted information for the assigned companies.

Company roles do not provide access to the organization-wide OCV pipeline, other companies, or OCV-only administration. Access to sensitive fields may still be restricted based on the record and the user's role.

Managing access

OCV Admins manage users from Admin → Users:

1. Select Invite user to send an invitation.
2. Choose the user's role.
3. For a company role, select the companies the user should access.
4. Send the invitation.

The company assignment is important: a company user can see only the companies selected on their account. Change a user's role or company assignment from the same user record when their responsibilities change. Do not share an account or another person's API token.

If you receive an Access denied message, cannot see an expected company, or an invitation has expired, contact an OCV Admin. Do not work around the permission by creating a second account or copying restricted information into another record.