When a company invites you as an advisory partner, you get an email with a personal invitation link. Accepting it adds that company to your partner workspace — one login, many clients — with full access to their Pulse data: every pillar, every period, from before you joined.
💡 Tip — Use the email the invitation was sent to The invitation is tied to the email address it was sent to. Sign in with that address — if you already have a Pulse partner account on it, the company simply appears alongside your other clients.
Quick reference
| Step | Action |
|---|---|
| 1 | Open the invitation link from your email |
| 2 | Sign in (or create your account) with that email |
| 3 | Click Accept invitation |
| 4 | Find the company in your Client List |
Step 1: Open the invitation
In your inbox, open the email "…invited you as an advisory partner" and click Accept invitation. The page that opens tells you who invited you, which company it is, exactly what you'll see ("all pillars, all history — and nothing else"), the email it was sent to, and how long the invitation is valid.
⚠️ Warning — Invitations expire after 7 days If the link has expired by the time you open it, ask the company to resend it. Nothing is lost — a resend takes seconds.
Step 2: Sign in with that email
Click Sign in or create your account. If you're new to Pulse, you'll set up your account right there — no separate signup needed. If you already have a partner account on that email, just sign in as usual.
Already signed in but on a different account? The page will tell you, and you can switch. The invitation can only be accepted by the email it was sent to.
Step 3: Accept the invitation
If you were already signed in as a partner, you don't even need the email: a banner appears at the top of your partner home saying who invited you, with an Accept invitation button. Click it — the company is added instantly.
You'll see: the banner disappears and the company appears in your Assigned Clients list, ready to review.
Step 4: Start advising
The company now sits in your Client List like any other client — open it to review submissions, compute scores, and publish advisory analysis. You see its full history, including periods from before you were invited.
📝 Note — What the company can see about you The company is told when you accept, and it can end your access to its data at any time. That only removes the company from your workspace — your account and anything you wrote for them stay with you.