Pulse Insights Documentation
  • Pulse Insights Overview
    • 👋Welcome to Pulse Insights
  • Implementing Pulse Insights (Dev)
    • Implementing on Web and Mobile Web
      • Deploying your tag (code snippet)
      • Ingesting contextual data for targeting and analysis
      • Client Key
      • Tracking Events (aka High Value Actions)
      • Presenting a specific survey
      • Supporting Inline surveys
      • Callbacks
      • Privacy Features
        • Identifiers, cookies, and local storage
        • Data that Pulse Insights stores
      • QA Process and Preview Mode
        • JavaScript Object
      • Single Page Apps
      • Load Time & Availability
      • Bot blocking
      • Customer-initiated Feedback
    • Implementing in email
      • Dynamic Email
    • Implementing in Native Apps
      • Android
        • Android Release Notes
        • Android Demo App
      • iOS
        • iOS Release Notes
        • iOS Demo App
      • Demo App Help
  • Integrations
    • Integrations overview
      • Hubspot
      • Braze
      • Google Analytics
      • Data Lake
  • Configuring Pulse Insights (Console)
    • Account Setup
      • Authentication & SSO
      • Inviting Collaborators
      • Roles & permissions
    • Dashboard & Program Management
      • Survey Status
    • Editor
      • Question Types
        • Survey Invitation
        • Single Choice
          • Using Images
        • Multiple Choice
        • Free Text
        • Net Promoter Score
        • Slider
        • Custom Content (Next Best Action)
        • Thank You Message
          • Poll (Show Results)
      • General
      • Targeting
        • Devices & Channels
        • Sample Rate
        • URL & Events
        • Dates
        • Previous Responses
        • On Page Behavior
        • CRM Targeting
        • Geo Targeting
        • Goal
        • User Behavior
        • Advanced Settings
      • Formatting
        • Widget Types
          • Docked
          • Bottom Bar
          • Top Bar
          • Overlay
          • Inline
        • Themes
        • Question Display
        • Custom CSS (Survey-level)
        • Supported Markdown
      • Link Builder
      • Preview
      • Survey Groups (Localization)
    • Reporting
      • Results Page & Filtering
      • On Demand
        • Columns/Data Dictionary
      • Scheduled Reports
      • Free Text
        • AI Generated Summary
        • Responses & Tagging
      • Custom Content Reporting
      • Viewable Impressions
    • Account Level Settings
      • Get Code Snippet
      • Global Targeting
      • Data & Integrations (Callbacks)
      • Data Restrictions
      • Themes
      • Automations
        • High Value Actions (Events)
      • Activity Log
      • Configured by Pulse Insights
  • Best Practices
    • Best Practices
      • Copy
      • Design and Execution
      • Targeting
      • Widget Types
      • Sample Rate
      • Submission Rates
      • Special Features
      • Best Practices for Progressive Profiling
  • API
    • API reference
      • Surveys
        • Questions
        • Poll
      • Q
        • A
      • Direct serve
      • Serve
      • Results
      • Present results
      • Track event
      • Custom content link click
      • Submissions
        • All answers
        • Answer
        • Close
        • Viewed at
      • Devices
        • Set data
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On this page
  • Multi-Factor Authentication
  • Logging in with Multi-Factor Authentication Enabled
  • Disabling Multi-Factor Authentication
  • Single Sign-on (SSO)
  • Single Sign-on with Google

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  1. Configuring Pulse Insights (Console)
  2. Account Setup

Authentication & SSO

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Last updated 1 month ago

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Multi-Factor Authentication

To enhance the security of your Pulse Insights Console account, we strongly recommend enabling Multi-Factor Authentication (MFA). This additional layer of protection ensures that only you can access your account by requiring two verification methods. Follow the steps below to set up MFA on your account.

1. Log into Console

2. Click on your name menu dropdown.

3. Click on Name & Password

4. Scroll down to the "Multi-factor Authentication" section. Click on "Set up MFA"

5. Open you authenticator app such as Google Authenticator, Microsoft Authenticator, Authy, etc.

Click to add a new account by scanning QR code.

Directions on how to add a new account may vary between authenticator apps. Please refer to your preferred authenticator app's documentation on how to scan a QR code to add a new account.

6. Scan the QR code on the page.

Follow the directions on your authenticator app to scan the QR code on the Pulse Insights Console page using your device.

7. Enter you Pulse Insights Console password, then enter the one-time code from your authenticator app.

8. Click on Confirm and Enable Multi-factor Authentication

9. Copy & Paste your backup codes into a secure place.

Backup codes will help you recover your account if you lose access to your authenticator app.

These codes will never be shown again, so make sure to save them now.

10. Click on Return to account settings

You are now set up with Multi-Factor Authentication. You will be prompted for your code on your next login.

Logging in with Multi-Factor Authentication Enabled

1. Next time you log into the Pulse Insights Console, you will be required to enter your one-time authentication code.

Log in with your email and password (or sign in with Google) like you normally would.

2. Open the authentication app on your device and locate the code for your Pulse Insights account.

3. Type your code.

If you lost access to your authentication code, you can use your recovery code that you saved earlier.

4. Click on Sign In

You are now signed into your Pulse Insights Console account.

If you have trouble logging in, please contact support@pulseinsights.com

Disabling Multi-Factor Authentication

1. Click on your name dropdown menu

2. Click on Name & Password

3. Click on "Disable Multi-factor Authentication"

4. Multi-factor Authentication should now be disabled for your account.

Please contact your CSM or support@pulseinsights.com if you encounter any issues.

Single Sign-on (SSO)

The Pulse Insights Console also supports OAuth and SAML single sign-on. Please reach out to your CSM to inquire further about SSO.

Single Sign-on with Google

If your Console account is associated with a Gmail account, then you can sign in with Google. On the login page, simply click the Sign in with Google button to log in with your Gmail account.