Getting started

This guide is for people who use IoT Pulse day to day — operators and administrators working in the admin web app. It walks through the screens and tasks you’ll actually do, using the same labels you see on screen. It does not cover installing or operating the platform; that’s in the developer and operations sections.

Sign in

Open the app and you’ll land on the Sign in to IoT Pulse screen. There are two ways to get in:

With email and password

1. Enter your Email and Password.
2. Optionally tick Keep me signed in so you stay logged in on this device.
3. Select Sign in.

With single sign-on (SSO)

If your organization uses Google or Microsoft accounts, use the buttons instead:

• Sign in with Google
• Continue with Microsoft

Either way, your account has to be set up in advance by an administrator — there is no public self-service sign-up. The first time you sign in with SSO, your Google or Microsoft identity is linked to the account that was created for your email address.

Note

Forgot your password? Use the Forgot password? link on the sign-in screen. If SSO won’t let you in, the most common cause is that your account hasn’t been provisioned yet — ask your administrator to add you (see Org admin).

Find your way around

Once you’re in, the app has three persistent areas:

• The left sidebar — your main navigation, grouped into sections: Overview, Device Management, IoTA, Operations, Organization, Settings, and Admin. You can collapse the sidebar to free up space using the toggle at its edge.
• The top bar — holds the sidebar toggle and your user menu.
• The user menu (your avatar, top right) — Account, Notifications, Color scheme (Light / Dark / System), and Sign out.

A floating IoTA Chat button sits in the corner of every page so you can ask the assistant a question without leaving what you’re doing (see IoTA Chat).

Tip

Switch between light and dark mode any time from the Color scheme option in the user menu.

What you can see depends on your role

Not everyone sees the same menu. IoT Pulse has four fixed roles, and the sidebar hides sections you don’t have access to. Your role is set by an administrator.

Role	What it’s for	Typical access
Super Admin (super_admin)	Platform-wide administration across every tenant	Everything, including Tenants and Channel Partners
Tenant Admin (tenant_admin)	Full control within your own organization	Everything in your tenant, including Users, Settings, and Integrations
Operator (operator)	Running day-to-day operations	Devices, groups, tickets, dashboards, and analysis for the device groups you belong to — but not the admin Settings
Viewer (viewer)	Keeping an eye on things	Read-only view of dashboards and device information for your groups

A few practical consequences:

• Operators and viewers see only their group’s devices. A device that isn’t in any of your groups won’t appear for you. Admins see everything in the tenant.
• Settings and Admin sections are admin-only. If you don’t see Users, Tenants, Groups, Shifts, Threshold Packs, or AI Agent under Settings/Admin, that’s expected — those are reserved for administrators.
• Some features are turned on per organization. For example, Simulations only appears when your organization has the digital-twin feature enabled (see Simulations).

Where to go next

• Start with your fleet on the Dashboard, or jump straight to Devices.
• Set up who gets notified in Device groups & shifts.
• Learn how problems surface and get worked in Tickets.