Advisor Panel

Last updated: 18 August 2026

Advisor Panel Multi-Client Management

The Advisor Panel is a dedicated command centre for accounting firms, sustainability consultants, and ESG practitioners who support multiple client organisations. It lists every client account you have access to, shows how each engagement is progressing, and lets you jump into any client's account to do the work directly. Access it via the Advisor option in the main sidebar.

In this article, you'll learn how to:

Read the client portfolio table and spot clients who need attention
Switch into a client's account to upload data or finalise reports
Add new clients to your portfolio in three different ways
Understand how the Advisor Panel differs from a whitelabel partnership

The Advisor Panel requires an Advisor role on your NetNada account. If you open the page and see an access-denied message, contact the NetNada team to have advisor access set up.

Reading the Client Table

Each row in the Advisor Panel is one client organisation you have access to. The table is your portfolio health check — sort or filter any column, search across all clients, and show or hide columns using the column visibility menu.

Column	What it tells you
Tenant Name	The client organisation's name
Industry	The client's industry, set when the account was created
Created On	When the client account was set up (DD/MM/YYYY)
Last Login	The most recent time anyone from the client logged in — a quick engagement signal
Last Data Upload	The most recent data upload — identifies inactive clients before deadlines slip
Carbon Inventory Progress	Task completion for each of the client's reporting periods
Actions	Switch into the client's account

Sort by Carbon Inventory Progress or Last Data Upload to prioritise deadline-sensitive clients. A client with no uploads for months and low task completion is the one to call first.

Switching Into a Client's Account

Use the switch action in a client's row to enter their account. Once switched, you work exactly as if you were logged in as that client — upload evidence, review the audit page, complete tasks, and finalise reports. Switch back to your own account, or into another client, at any time.

Everything you do inside a client's account is recorded in their audit trail, including who performed the action and when. This transparency supports the assurance process rather than hindering it.

Adding Clients to Your Portfolio

There are three ways to bring a client into your Advisor Panel:

Create a new client account

Click + New Client and enter the client's business name, industry, country, and state. NetNada creates the account with you as an admin, and automatically sets up a default reporting period, organisational nodes, an emissions boundary, and the first set of measurement tasks — so the account is ready to work in immediately.

Link an existing NetNada customer

Click Link Existing Client to generate a secure link. Send it to your client — when they open it, they grant you advisor access to their account in a single click. The link expires after a set period, so send it promptly.

Accept an invitation from the client

Clients can also start the connection from their side. They generate an advisor invite from Admin > Invite Users in their own account and send you the link — see How to invite team members and external advisors.

Advisor Panel vs Whitelabel

The Advisor Panel and NetNada's whitelabel offering solve different problems, and it's common to confuse them. The Advisor Panel is for consultants who work inside their clients' own NetNada accounts: each client owns their account, sees NetNada branding, and simply grants you access. It suits firms advising clients who are (or will become) direct NetNada users.

Whitelabel is for partners who run the platform under their own brand — managing client organisations, branding, and administration as if the platform were their own product. If you're deciding between the two models, or you're a whitelabel partner looking for client-management guidance, see Whitelabel: managing clients and branding.

FAQ

Can I upload data directly into a client's account?

Yes. Switch into the client's account from the Actions column, 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. Use the search bar and column filters to keep large portfolios navigable.

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.

My client says the invite link doesn't work — what now?

Invite links expire after a set period. Generate a fresh link and resend it. If the problem persists, see Troubleshooting team and advisor invitations.

Do I need a separate login for each client?

No. One NetNada login with an Advisor role gives you access to every client in your portfolio. You switch between client accounts from the Advisor Panel rather than logging in and out.

How to invite team members and external advisors Troubleshooting team and advisor invitations Whitelabel: managing your clients and branding