Advisor Panel
Last updated: 10 April 2026
Advisor Panel Multi-Client Management
The Advisor Panel is a dedicated command centre for accounting firms, sustainability consultants, and ESG practitioners to oversee multiple client organisations through one centralised dashboard.
Access & Prerequisites
- Located via the Advisor option on the main sidebar
- Requires an Advisor role assignment (contact the NetNada team)
- Needs active tenant links and invite codes
Key Capabilities
Portfolio Monitoring
Track carbon inventory completion percentages, identify inactive clients via upload timestamps, and monitor engagement through login history.
Client Account Management
Move seamlessly between different client accounts using the Switch Tenant function, allowing you to directly support clients by uploading evidence and finalising reports.
Network Expansion
There are three methods to add clients to your portfolio:
- Generate invites for new organisations
- Connect existing NetNada account holders
- Enter pre-generated invite codes
Navigation
| Button | Action |
|---|---|
| Enter Invite Code | Connect to a client using their code |
| Link Existing Client | Link to an existing NetNada user |
| + New Client | Create a new client organisation |
| Search | Find a client in your portfolio |
| Three Dots (...) | Access additional actions menu |
| Reset | Reset filters and sorting |
Recommendations
Sort by inventory progress to prioritise deadline-sensitive clients. Leverage the Documents section for template distribution across your client base.
FAQ
Can I upload data directly into a client's account?
Yes. Use Switch Tenant to enter a client's account, then upload data, complete tasks, or finalise reports as if you were logged in as that client.
How many clients can I manage from the Advisor Panel?
There is no limit. The panel is designed for firms managing portfolios of any size — from a handful of clients to hundreds.
Can a client see that I accessed their account?
Yes. All actions taken within a client's account are logged in the audit trail, including who performed them and when.
How do I get Advisor access?
Advisor access requires a specific role assignment. Contact the NetNada team to set up your Advisor account and link your first clients.