The admin console is the platform-wide control center for Fortis Pulse — where you manage organizations, partners, firms, frameworks, billing configuration, and platform settings. This guide orients you to what's available.
💡 Tip — Who can use this
For platform admins (the admin role). Firm admins use a separate portal.
Quick reference
| Section | What you manage |
|---|---|
| Dashboard | At-a-glance platform stats |
| Onboarding | Clients in trial / onboarding |
| Organizations | Clients and their tiers |
| Partners | Advisory partner profiles |
| Frameworks | Scoring framework templates |
| Pricing/Revenue | Billing configuration and revenue |
The console at a glance
When you sign in as an admin, your dashboard shows summary stats — active clients, monthly revenue, advisory partners, and pending onboarding — plus a tier distribution breakdown and tables for the client pipeline and partner performance.
From here, your main work areas are:
- Onboarding — review and approve (or reject) pending client applications, assigning partners during approval.
- Organizations (Tiers) — create organizations, change tiers, and dive into each org's detail (billing, advisory team, users, activity).
- Partners — create partner accounts, edit profiles and photos.
- Firms — create firms, manage members and capacity.
- Frameworks — edit framework templates (pillars, metrics, flag rules).
- Pricing — configure token rates, tier prices, quotas.
- Revenue — view and export revenue.
- Benchmarks, CMS, Document Categories, Domains, Industries, Users, AI Prompts — platform configuration surfaces.
📝 Note — Every mutation is audited Nearly every admin action writes an audit record (billing audit log, firm audit log, or framework version log), and pricing/benchmark changes require a reason. This keeps a clear trail of administrative changes.