Your Settings page holds everything you can change about your Fortis Pulse account: your organization's profile, your contact details, and your usage & billing. This guide walks through each section.
💡 Tip — Who can use this Available to all clients. Sign in, then click Settings in the left-hand menu.
Quick reference
| Step | Action |
|---|---|
| 1 | View your Profile (read-only company profile) |
| 2 | Edit your contact details on the Account tab |
| 3 | Check your plan, balance, and usage on Usage & Billing |
Step 1 — The Profile tab (read-only)
When you open Settings, the Profile tab shows first. It displays the information captured when your organization was set up — industry, business stage, team size, revenue range, reporting cadence, top challenges, and your priority advisory domains.
📝 Note — Company profile is managed by your advisor This section is read-only to keep it consistent across your engagement. If something here needs updating, contact your advisory partner.
Step 2 — The Account tab (your contact details)
Click the Account tab to update how your advisor reaches you.
You can edit your Contact Name, Email, Phone, Company Address, Monthly Revenue Target, and Gross Profit Margin Target (%). Edit any field, then click Save Changes — you'll see a green confirmation that your contact details were saved.
📝 Note — Currency is locked Currency is set during onboarding and managed by your advisory partner — contact them to change it.
Step 3 — The Usage & Billing tab
Click Usage & Billing to see everything about your subscription and usage.
Here you can:
- View your plan and subscription status (renewal date, any past-due notice).
- Check your token balance — the credit used for AI features.
- Top up your balance or set up Auto-Recharge when it runs low.
- Upgrade your plan to a higher tier (if not firm-sponsored).
- Review usage this period — tokens used, cost, and per-feature counts.
- Browse transactions and your full payment history.
⚠️ Warning — On a firm-sponsored plan? If your advisory firm manages your billing, you'll see a "Plan Managed by Your Firm" notice instead of upgrade options. Top-ups and plan changes are handled through your firm.