Account & portal access

The ciopulse Portal is where administrators configure surveys, manage teams and users, and set preferences. This page covers how to sign in, the difference between administrator roles, how to add people, and what to do if you can’t get in.

Signing in

Administrators access the Portal at app.cio-pulse.com/login.

Portal access is protected by two requirements:

• A passphrase of at least 14 characters.
• Two-factor authentication (2FA) — via SMS, email, or an authenticator app such as Google Authenticator or Authy.

After three failed sign-in attempts, ciopulse adds an increasing delay before each further attempt, so take care entering your passphrase and 2FA code.

Administrator roles

There are two administrator roles, approved in different ways:

• Master Administrator — the primary admin for your ciopulse instance. New Master Admin registrations are reviewed and approved by ciopulse staff.
• Supporting Administrator — additional admins who help manage the Portal. Supporting Admin registrations are approved by your Master Administrator.

You can have as many administrators as you like. To add one, the new person registers for Portal access using your Portal Code, and you (the Master Administrator) approve them from Manage Administrators — where you can also suspend an admin (for example, to cover someone on leave) or delete one who has left. To hand over the Master Administrator role, update your contact details and change your email to the new person’s under Personal Info, or email support@cio-pulse.com and we’ll help. For how access works across multiple ciopulse instances, see Support groups & segments.

Who can see dashboards and reports

Most people in your organisation won’t log in to the Portal at all — they view dashboards and reports through links you share. You control how much security those links require. ciopulse offers five stackable access options, configured in Portal preferences:

• User Login Type — choose from: no login required, email verification, Single Sign-On (SAML 2.0), or a shared access code (for all content, or for management content only).
• Restrict Access by Role — when enabled (with email or SSO login), Support Leads only see their own Support Group’s data.
• Also Alerts for SR Only — controls whether additional alert contacts get full access or only Service Recovery alerts.
• Encoded URLs Only — hides all link parameters behind a single token so links can’t be edited to view other teams’ data.
• IP Address Ranges — restrict access to specific IP addresses or ranges.

Single Sign-On (SAML 2.0) works with identity providers such as Azure AD, Okta, OneLogin and Shibboleth. Setting it up requires exchanging SAML metadata between ciopulse and your security team.

Resetting your password and sign-in trouble

Password reset is self-service. On the sign-in page, use the Forgot password link, enter your email address, and you’ll receive a reset link by email. Follow it to set a new passphrase (remember the 14-character minimum), then sign in as usual.

If you’re locked out or your 2FA device is unavailable, email support@cio-pulse.com and the team can help restore access. For more sign-in troubleshooting, see Common issues.

Still need help? Email support@cio-pulse.com.