You create advisory partner accounts from the admin console and invite them to sign in. Partners are created one at a time (there's no bulk CSV import for partners). This guide covers creating and inviting a partner.
💡 Tip — Who can use this For platform admins, under Partners.
Quick reference
| Step | Action |
|---|---|
| 1 | Create a partner and send the invite |
Step 1 — Create a partner
Go to Partners and click New Partner. Enter the partner's full name, email, and (optionally) their firm. Fortis Pulse creates the partner account and sends a magic-link sign-in invitation to their email.
Once created, you can edit the partner's profile — photo, expertise domains, bio, LinkedIn/website links, max clients, and firm association.
📝 Note — There's no partner CSV bulk upload Partners are created individually. The only CSV import in the admin console is for benchmarks. If you need to add many partners, create them one at a time or have a firm admin invite them through the firm portal.
💡 Tip — Assign them to clients after creation Creating a partner doesn't assign them to any client — that's a separate step (done during onboarding approval or from an org's Advisory Team section). Plan to assign newly created partners to their client engagements right after creating them.