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Firm API Keys — Portfolio Data Access
Pulse Connect isn't just for clients: your firm can create its own API keys that read across every client workspace you manage. Firm keys power firm-side tooling — portfolio dashboards, reporting pipelines, or an AI assistant that answers questions like "which engagements dropped a pillar this quarter?" — without needing a separate key per client. 💡 Tip — Who can use this Firm administrators, from Settings in the firm portal. Firm keys keep working as long as your firm is active — if the platform team suspends the firm, its keys stop immediately. Quick reference | Step | Action | | ---- | ---------------------------------------- | | 1 | Open Settings and find the API Keys card | | 2 | Create a key with a name and scopes | | 3 | Copy the key — shown only once | | 4 | Revoke keys you no longer use | Step 1: Open Settings and find the API Keys card In the firm portal, click Settings and scroll to the API Keys card. It lists your firm's keys with their masked prefixes, scopes, status, and last-used time. Step 2: Create a key with a name and scopes Click Create API Key, name it for where it will be used (e.g. "Portfolio dashboard"), and choose its scopes. The Read-only preset (Scores, KPIs, Flags, Decisions read, Profile) suits almost all firm reporting. Decisions (write) and Ask Pulse are only needed if your tooling writes decisions or asks Pulse AI questions — note that Ask Pulse usage is metered against each client organization's plan. Create API key dialog 📝 Note — What a firm key can see A firm key reads the same data you see in the firm portal across all your client workspaces. Client-facing API keys are narrower — they only see each client's own data, and only periods their advisory analysis has been published for. When in doubt, prefer a read-only firm key. Step 3: Copy the key — shown only once The full key is displayed exactly once at creation. Copy it into your password manager or secrets store right away. If it's lost, revoke and re-create — it cannot be retrieved later. One-time key reveal ❗ Important — Treat firm keys like master credentials A firm key opens every engagement your firm manages. Store it in a secrets manager (never in code repositories or shared docs), give each integration its own key so you can revoke one without breaking others, and rotate keys when staff with access leave. Step 4: Revoke keys you no longer use Each key row has a Revoke button — it takes effect on the next request, and the row stays listed as REVOKED for your records. Do this when a tool is decommissioned or a key may have been exposed.
Firm Management 🏢Subscribe Your Firm to Pulse Events (Webhooks)
Pulse Webhooks push platform events straight to your firm's own systems — your CRM, a Slack channel, a reporting pipeline — the moment they happen. As a firm admin you create an endpoint (a URL plus a signing secret), pick the events you care about, and Pulse delivers each one as a signed JSON POST. Your endpoint only ever receives events for your firm's own clients — never another firm's data. 💡 Tip — Who can use this Firm administrators, from Settings → Webhooks in the firm portal. Any HTTPS URL your system controls works. Delivery retries automatically if your endpoint is briefly down. Quick reference | Step | Action | | ---- | ------------------------------------------ | | 1 | Open Settings and find the Webhooks card | | 2 | Create an endpoint with its URL and events | | 3 | Copy the signing secret | | 4 | Confirm delivery with a test event | Step 1: Open Settings and find the Webhooks card In the firm portal, click Settings and scroll to the Webhook Endpoints card. The card lists your firm's endpoints, what each is subscribed to, its status, and recent deliveries. Step 2: Create an endpoint with its URL and events Click Create Endpoint. Give it the HTTPS URL of the system that will receive events and a short description. Then choose its event subscriptions — grouped by area so you can scan quickly: - Lifecycle — signups, leads, onboarding milestones - Billing — subscriptions started/renewed, tier changes, account state, grace, deactivation, firm suspension - Engagement — data submissions, scores, advisory published, decisions, sessions, documents - Messaging — messages sent or promoted (high volume — subscribe only if you truly need it) - Platform — partners and team changes, clients created, pricing updates Remember the scoping rule: even if you subscribe to an event type, your endpoint only receives the instances where the client organization has an active engagement with your firm. Create endpoint dialog with event catalog 📝 Note — You can change subscriptions anytime Open the endpoint's Edit dialog and re-check the list — subscriptions update immediately, no downtime. Step 3: Copy the signing secret When the endpoint is created, Pulse shows its signing secret (whsec_…). Your receiving system uses this secret to verify that deliveries genuinely come from Pulse. You can view the secret again at any time with Reveal Secret, and replace it with Rotate Secret if it ever leaks — after rotating, update your receiving system promptly. Signing secret modal ❗ Important — Verify every delivery Each POST carries an X-Pulse-Signature header (an HMAC of the timestamp + raw body, made with your secret). Verify it on your side before trusting the payload — the exact recipe is in the platform's webhook documentation, and the help center's admin article includes a working code snippet. Step 4: Confirm delivery with a test event Click Send Test on your endpoint's row. Pulse queues a synthetic test event immediately — no need to wait for a real signup or renewal. The card's Recent Deliveries table then shows the outcome per delivery: succeeded, pending a retry, or dead-lettered after repeated failures. In the screenshot below the demo endpoint's URL doesn't actually exist, so its delivery keeps retrying with a growing delay — a real endpoint that answers shows Succeeded. Endpoint listed with delivery log 📝 Note — How retries work If your endpoint is unreachable or returns an error, Pulse retries with growing delays (from about a minute up to a day). Deliveries are at-least-once — if your system processes an event twice, use the delivery id from the X-Pulse-Delivery header to deduplicate. An endpoint that keeps failing for many deliveries is automatically disabled and your firm admins are notified; you can re-enable it from the same card for a fresh start.
Firm Management 🏢Firm Admin Overview
As a firm admin, you manage your advisory firm's portfolio in Fortis Pulse — the clients you sponsor, the partners on your team, your firm's framework library, and your firm's billing. Your workspace is separate from the platform admin console and scoped entirely to your firm. This guide orients you to what you can do. 💡 Tip — Who can use this For firm admins. Sign in and you'll land on your firm portal. Quick reference | Area | What you manage | |------|-----------------| | Portfolio | Your firm's clients | | Partners & Team | Your firm's members | | Framework Library | Your firm's scoring frameworks | | Audit Log | A record of firm actions | Your firm portal When you sign in as a firm admin, you land on your firm portal rather than the client or partner dashboard. Your navigation includes: - Portfolio — the clients your firm sponsors, with their status and tier. - Clients — create and manage firm-sponsored client accounts. - Partners — the advisory partners in your firm. - Team — your firm's internal members. - Framework Library — your firm's custom scoring frameworks. - Audit Log — a record of actions taken under your firm. 📝 Note — You're scoped to your firm Everything you see and can do is limited to your firm. You can't access other firms' data or the platform-wide admin console — that's a separate role. Your actions are logged to your firm's audit trail. 💡 Tip — Clients you create are firm-sponsored When you create a client from your firm portal, that client is automatically sponsored by your firm — their billing is managed by you, not by the client directly. See the firm-sponsored billing guide for what that means.
Firm Management 🏢Firm-Sponsored Billing Explained (For Firms)
When your firm sponsors a client, you take on their billing — the client doesn't pay Fortis Pulse directly, and they don't see upgrade or top-up options. This guide explains what firm-sponsored billing means from the firm's side. 💡 Tip — Who can use this For firm admins managing firm-sponsored clients. Quick reference | Aspect | Firm's responsibility | |--------|------------------------| | Plan/tier | You set and change it | | Top-ups | You handle them | | Client's view | "Plan Managed by Your Firm" | How firm-sponsored billing works When you create a client under your firm, their billing owner is set to your firm automatically (this is hardcoded, not taken from a form). From the client's perspective, they see a "Plan Managed by Your Firm" notice on their Usage & Billing tab instead of the usual upgrade and top-up controls — they know to come to you for any plan changes. What this means for your firm: - Tier changes — you (or a platform admin) set and adjust the client's tier. The client can't self-upgrade. - Token top-ups and auto-recharge — handled at the firm/platform level, not by the client. - Revenue accounting — firm-sponsored clients are excluded from the platform's direct revenue figures, because they're billed through you. This is an internal distinction; it doesn't affect the client's product experience. 📝 Note — The client still sees their usage Even though billing is firm-managed, the client can still see their usage (tokens used, per-feature counts) on their billing tab — they just can't act on it. This keeps them informed about their AI consumption without giving them billing control. 💡 Tip — Communicate plan changes to clients Because the client can't see billing details, let them know when you change their tier (especially upgrades that unlock new features) so they're aware of what they now have access to. A quick message goes a long way.
Firm Management 🏢Branding Your Firm's Custom Domain
Give your firm's portal its own identity. When clients and partners sign in through your firm's custom web address (for example, advisory.yourfirm.com), they see your logo and your brand color instead of the default Fortis Pulse branding — on the sign-in page, throughout the app, and in notification emails. This article walks through setting up your branding and connecting your own domain, in the Firm Portal's Settings page. 💡 Tip — Who can use this Firm administrators. The branding appears on your firm's custom domain and in emails sent to your firm's clients, partners, and team members. Quick reference | Step | Action | |------|--------| | 1 | Open Settings in the Firm Portal | | 2 | Upload your logo and pick your brand color | | 3 | Add your custom domain and verify it | | 4 | Confirm your branded sign-in page | Step 1: Open Settings Sign in to the Firm Portal and click Settings in the left-hand menu. The Settings page has two sections: Whitelabel Branding (your logo and color) and Custom Domain (your own web address). The Firm Portal Settings page showing the Whitelabel Branding and Custom Domain sections Step 2: Upload your logo and pick your brand color In the Whitelabel Branding section: 1. Click the file picker under Upload logo and choose your logo image. PNG, JPG, or WebP up to 2 MB. 2. Pick your Accent color by typing a hex code (like #1155DD) or using the color picker. A small preview shows how buttons and highlights will look. 3. Click Save Branding. Your logo and color take effect on your custom domain and in the emails Pulse sends on your behalf — the standard Fortis Pulse branding stays everywhere else. The Whitelabel Branding card with the logo upload, color picker, preview, and Save button 📝 Note — Choosing a readable color If your accent color is too dark, you'll see a warning that black text on accent surfaces may be hard to read. Lighter colors keep buttons and highlights legible. Step 3: Add your custom domain and verify it In the Custom Domain section: 1. Type the address you want to use — for example advisory.yourfirm.com — and click Add. 2. The page shows the exact DNS record to create at your domain provider: a CNAME pointing your address at app.fortispulse.com. 3. Create that record at your provider, then come back and click Verify DNS. Verification usually completes within a few minutes of your DNS change. 4. Once verified, our team activates secure sign-in (HTTPS) for your domain. This last step is handled for you — you'll see the status change to Active when it's ready. The Custom Domain card showing the domain field, the CNAME instruction, and the Verify DNS button ⚠️ Warning — Cloudflare and similar proxies can hide your DNS record If your domain uses a proxy service (the orange-cloud setting in Cloudflare), your CNAME record is hidden from public checks. Verification will succeed once your domain actually reaches the sign-in page — set the record to "DNS only" or simply retry after the domain routes to Pulse. ❗ Important — Your firm controls sign-ups on its domain When your domain is active, new clients who sign up through it are automatically connected to your firm. Depending on how your firm's billing is set up, self-service sign-up may be turned off on your domain — clients then sign in with accounts your team creates for them. Step 4: Confirm your branded sign-in page Once your domain is active, visit it — advisory.yourfirm.com — and you'll see the sign-in page wearing your logo and your accent color. Your clients and partners see this same branding after they sign in, and the emails Pulse sends them carry your logo and name too. The sign-in page on the firm's custom domain, showing the firm's logo and brand color 📝 Note — Where clients land when they sign in If a client starts signing in from a different address, Pulse automatically directs them to your firm's domain to finish — so they always see your branding when they use the app.
Firm Management 🏢Read the Firm Audit Log
The firm audit log records significant actions taken under your firm — client creations, capacity changes, billing-owner overrides, tier changes, and more. It's your accountability trail for who did what, when. This guide explains how to read it. 💡 Tip — Who can use this For firm admins, on your firm portal. Quick reference | Step | Action | |------|--------| | 1 | Review the audit log | Step 1 — Read the audit log Open the Audit Log section of your firm portal. You'll see a chronological list of firm-level actions, each showing: - The actor — who performed the action (a firm member or "System Admin" if a platform admin acted on a firm client). - The action type — what happened (e.g. client created, capacity limits updated, billing owner changed, tier changed). - The details — specifics like old and new values. - The timestamp. 📝 Note — Platform admin actions appear here too When a platform admin takes an action that affects one of your firm's clients (for example, changing a client's tier or assigning a partner), that action is cross-logged into your firm's audit trail with the admin as the actor. This keeps your trail complete even for actions you didn't perform. 💡 Tip — Use the log for accountability The audit log is valuable for governance — if a client's tier or capacity changed unexpectedly, the log shows who did it and when. Review it periodically to keep track of administrative changes across your firm.