How to invite team members and external advisors

Q: Can I revoke access after inviting someone?

Yes. Go to Admin > Users and remove the user via the actions menu on their row. If you don't have the required permission, ask your account administrator or the NetNada support team.

Last updated: 18 August 2026

User Management Invitations Advisor Panel

Carbon accounting is a team sport — data lives with finance, operations, facilities, and often an external consultant. NetNada supports this through two distinct invitation pathways: one for internal team members, who join your account directly, and one for external advisors, who connect to your account from their own advisor workspace. Both start at Admin > Invite Users.

In this article, you'll learn how to:

Invite colleagues with a shareable link and choose how long the link stays valid
Grant an external consultant or auditor advisor access
Decide which invitation pathway fits each person
View and remove existing users from your account

Inviting users requires admin access to your NetNada account. If you can't see the Admin section in your sidebar, ask your account administrator to send the invite.

Inviting Internal Team Members

Navigate to Admin > Invite Users

Open the sidebar and go to Admin > Invite Users. The page opens on the Team Members tab.

Choose how long the link stays valid

Select an expiry for the invite link — 24 hours, seven days, or 30 days. Seven days is the default and suits most situations; use 24 hours when security policy demands it, or 30 days if you're circulating one link to a whole department.

Generate and copy the link

Click Generate invite link, then Copy. NetNada also prepares a suggested message with the link and its expiry date that you can paste straight into an email or chat.

Share the link with your colleagues

Anyone who opens the link before it expires can sign up and join your account. Once in, they can be assigned measurement tasks and start contributing data — spreading collection across the departments that actually hold the records.

Granting Access to an External Advisor

Advisors are external professionals — sustainability consultants, accounting firms, auditors — who work across multiple client organisations. They get a different access model: rather than joining your team, they connect your account to their own Advisor Panel, where they can manage your engagement alongside their other clients, upload data on your behalf, and verify reports.

Open the Advisors tab

Go to Admin > Invite Users and switch to the Advisors tab.

Generate the advisor invite link

Click Generate invite link and copy it. A suggested message is prepared for you, including the link's expiry date.

Send it to your advisor

When your advisor opens the link, they accept the invitation and your organisation appears in their Advisor Panel. From there they can access your account, contribute data, and verify documentation.

The connection can also start from the advisor's side — advisory firms can send you a link that grants them access in one click, or create a new client account for you outright. See the Advisor Panel article for how that works.

Which Pathway Should You Use?

	Team member	Advisor
Who they are	Internal staff — finance, operations, sustainability	External professionals — consultants, accountants, auditors
Where they work	Inside your account only	From their own Advisor Panel, across multiple clients
Typical use	Collecting data, completing assigned tasks	Reviewing calculations, uploading evidence, verifying reports
Invite from	Team Members tab	Advisors tab

Managing Existing Users

Navigate to Admin > Users to see everyone with access to your account, including each person's name, email, and role. Administrators with the right permission can remove a user from the account via the actions menu on their row — useful when someone leaves the organisation or an engagement ends.

Invite your key stakeholders early — CFO, operations lead, external consultant — so they receive notifications and can jump in throughout the reporting cycle, rather than being handed a finished inventory to sign off cold.

FAQ

Can I control what a team member can see or do?

Currently, all team members have access to the full account. Role-based permissions are on the roadmap. For external parties, use the Advisor invite pathway which provides a separate access model.

Can I revoke access after inviting someone?

Yes. Go to Admin > Users and remove the user via the actions menu on their row. If you don't have the required permission, ask your account administrator or the NetNada support team.

What is the difference between a team member and an advisor?

Team members are internal to your organisation — they work within your account. Advisors are external professionals (consultants, auditors) who can access your account from their own Advisor Panel and may manage multiple client organisations.

What happens if someone opens the invite link after it expires?

The link no longer works and they won't be able to join. Generate a fresh link from Admin > Invite Users and resend it — there's no limit on how many links you can create.

Is there a limit to how many people I can invite?

There is no hard limit on the number of team members or advisors you can invite.

My invitation isn't working — where do I start?

Expired links are the most common cause — generate a fresh one first. For everything else, see Troubleshooting team and advisor invitations.

Advisor Panel Troubleshooting team and advisor invitations