How accounts, groups, views, connectors, and watchlists fit together
The relationship between the key entities in Pulse Connect follows a clear hierarchy. Understanding how they connect helps you configure access and data correctly.
- An Account is created at registration. It holds all configuration for an organization.
- Connectors are created by an Admin within an account, pointing to external systems.
- Endpoints are defined within each Connector, specifying which data queries are available.
- Views are designed by a Designer using existing Connectors and Endpoints.
- Groups are created by an Admin or Designer. Each Group contains:
- One or more Views (deciding which pages exist for that group).
- One or more Users (deciding who can see those pages).
- A User can be a member of multiple Groups, and therefore sees the combined set of views from all their groups.
- A user saves records of interest to their personal Watchlist, which is independent of group membership.