Gateway product tour

Gateway Overview with spend, recorded denials and the reporting window — Gateway Overview and spend over timeOpen in Cortex

Follow Gateway from a first client request to team management, usage and diagnostics. Start with the task you need; each section links to the complete guide, including permissions and result checks.

Connect a client

Use a personal token with the organization-issued Gateway URL. Provider credentials stay on the managed path.

Personal token settings with Generate token — Generate a personal token from SettingsOpen in Cortex

Generate your token and send the first request.

Choose the upstream account, configure its endpoint and company key, then run Test connection on the saved row. Test a new request after configuration reaches an enrolled device. Shared Egress provider wiring follows its managed deployment.

Provider selector with all six upstream providers and Cortex Router — Choose an upstream provider or the Cortex Router endpointOpen in Cortex

Individual provider form with endpoint, company key and enabled state — Set the provider endpoint, company key and enabled stateOpen in Cortex

Configure or replace a provider credential.

Find teams and members

Team directory with a selected team and membership details — Find a team in the list and inspect its membershipOpen in Cortex

Start with the team list, open the member table, then compare reporting relationships with Team membership. The hierarchy screens show the product design; use the linked guide for the current budget-save procedure.

Reporting hierarchy and selected member — Explore reporting branches and the selected memberOpen in Cortex

Open Teams and hierarchy.

Manage budgets

Select a subject, daily cap, filters and threshold action. Review configured records in the budget table, then confirm the saved record before testing the affected path.

Budget table with scope, daily cap, action and active status — Review configured budgets, daily caps, threshold actions and statusOpen in Cortex

Saved team budget with daily cap and threshold action — Confirm the saved team cap, threshold action and filtersOpen in Cortex

Create a budget and verify its saved configuration.

Set rate limits

Create an organization requests-per-minute limit and confirm the RPM and active status.

Organization RPM limits and status — Review organization RPM limits and active statusOpen in Cortex

Set an RPM limit and verify the affected path.

Restrict model and provider access

Add a scoped deny for a provider, exact model or both. Review active and disabled rows. To allow access again, disable the matching deny and check for other active matches before testing the request path.