Signal Provider Overview

Use the Signal Provider workspace to manage strategy proof, subscriber safety, trust status, team access, and billing from one dedicated dashboard.

Who this guide is for

This guide is for Signal Provider workspaces on Creator, Studio, Network, or Enterprise plans. Retail trader dashboard features remain separate from the Signal Provider workspace.

Dashboard sections

Overview

The Overview page summarizes workspace status, plan usage, connected strategy count, subscriber capacity, and billing state. Use it as the first stop when checking whether the workspace is healthy and within plan limits.

Strategies

Strategies are trading accounts linked to your Signal Provider organization. A strategy can be used for internal monitoring and, when configured, public proof. Strategy data comes from connected Fortiris accounts and should not be edited manually to create performance claims.

Subscriber Safety

Subscriber Safety shows active subscribers and the latest available risk snapshot for subscribers who have linked a Fortiris account. At-risk status is data-bound. If no linked account snapshot exists, Fortiris leaves the risk fields empty instead of estimating them.

Trust and Verification

Trust and Verification shows the workspace trust label and data-quality status. Labels are assigned from Fortiris-owned verification rules and available evidence, not from marketing copy.

Share

The Share section is where public strategy proof pages are created and copied. Public pages only show approved, aggregated, and proof-safe fields. Private subscriber and account details are not exposed.

Team

The Team section lets owners and admins invite members, manage pending invitations, and remove members within plan seat limits.

Billing

The Billing section shows the organization-scoped business subscription, renewal or access-end status, and invoice history. Business billing is separate from retail trader billing.

Recommended workflow

1. Confirm your workspace plan and usage on Overview.
2. Link or create a strategy account.
3. Add subscribers only after your workspace structure is ready.
4. Refresh subscriber snapshots when linked subscriber accounts are available.
5. Review trust status before sharing proof pages.
6. Share public proof pages only when the displayed metrics represent the data you intend to publish.

Data boundaries

Fortiris separates Signal Provider workspace data from retail dashboard data. Public proof pages never expose private subscriber account details, internal workspace notes, or admin-only information.

Need help?

Contact Fortiris support if your workspace route is unavailable, your business plan appears incorrect, or you need help preparing a proof page for review.