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Creating and managing user sets

User sets let you group team members into defined roles or departments, streamlining how searches are assigned and ensuring that relevant updates reach the right people.

What is a user set

A user set is a collection of users within your organisation, grouped according to function, project, or department.
These sets represent teams that may already exist within your company, making it easier to manage how information is shared.

Examples include:

  • M&A team

  • South America desk

  • Financial analysts

  • Leadership group

By grouping users this way, you can coordinate searches and results at scale without manually adding each person.

Only Admins can create or edit user sets. Regular users can be added to existing sets but cannot modify them.

How to add a user set

  1. Go to your Organisation in the bottom left of the side navigation.

  2. Open the User sets tab.

  3. Click + Create new set.

  4. Name the set clearly, for example Exploration Analysts or Corporate Finance Team.

  5. Add members using the search box.

  6. Click Save set to confirm.

How to edit a user set

  1. Click the name of the set to open the user set modal.

  2. You can then:

    • Rename the set.

    • Add or remove members.

  3. Click Save changes once you are finished.

If your organisation has multiple user sets, choose names that clearly identify the team or department for easier management.

Why user sets matter when setting up a search

When creating a search, you can assign it directly to a user set instead of adding each person individually.
This makes large-scale distribution quicker, more accurate, and easier to manage.

Assigning by user set ensures that:

  • Each team receives the insights most relevant to their focus.

  • Updates and alerts are shared consistently across the right groups.

  • Admins can maintain cleaner and more efficient workflows.

Next steps

Now that you’ve learned how to create and manage user sets, you can streamline team assignments and deliver search results more efficiently.

If you want to add or edit individual team members:
→ Read: Managing Users and Roles in Pulse

If you’d like to organise tracked companies or projects for your team:
→ Read: Creating and Managing Company Sets
→ Read: Creating and Managing Mining Asset Sets

If you're ready to begin assigning searches to these groups:
→ Read: How to Create and Save a Search