Client and Team Pulse Settings

Activate or deactivate client and team Pulse surveys for the entire account, view the list of questions, and manage default and custom questions.

User Permissions Needed: Account Administrator

At the account level, an Account Administrator can activate or deactivate client and team Pulse surveys for the entire account, view the list of questions, and manage default and custom questions.

How to Activate Pulse for the Account

1. In the left navigation, hover over Pulse (“   ”), then select Client Pulse Settings.
2. On the Pulse Settings page, set the toggle to On to activate external client Pulse surveys for the entire account.
   
3. Select Internal Team from the drop-down menu to the left of the Management tab.
   
4. Set the toggle to On to activate internal team Pulse surveys for the entire account.
   

Now you can go to individual projects and configure and activate Pulse for that project.

Question Library

In the Question Library tab, you can see a list of all the questions used in Pulse surveys, create custom questions, and activate or deactivate questions. Select Internal Team or External Client from the drop-down menu to the left of the Management tab to see the questions for those respective sides. The Question Library tab is only available when Pulse is activated on the account.

For more information about the default questions, see the Kantata Pulse Question Library article.

For more information about creating custom questions, see the Creating Custom Pulse Survey Questions article.