Roles & approvals

Pulse ships with four system roles and supports unlimited custom roles. Every sensitive action (sending a large campaign, deleting a journey, rotating a key) can optionally require approval from a teammate.

System roles

Role	Capabilities
Owner	Everything, including billing, team management, and workspace deletion.
Admin	Everything except billing and workspace deletion.
Editor	Create / edit / send campaigns, journeys, templates, segments; cannot manage team or delete data.
Viewer	Read-only access to customers, analytics, and campaign history.

Custom roles

Under Settings → Roles → + Custom role, pick a name and check the specific permissions the role should have. Permissions are grouped by entity — e.g. campaigns:create, campaigns:send, segments:delete, audit:read.

Approval workflow

Enable approvals under Settings → Approvals. You can require approval for:

Campaigns with audience size over a threshold.
Sending to specific high-value segments.
Deleting journeys or segments.
Changing deliverability policies.

When a request is submitted, eligible approvers (owners, admins, or any custom role with approvals:review) receive a notification. Pending requests cannot progress until approved.