Every client in one portfolio, on their terms
Consultants work in each client's own ESGTrack with one login. Clients grant access, choose the role and can end it; you switch between clients from a portfolio that shows what is due where.
Illustrative screen with sample data.
How consultant access works
A client's administrator gives your existing ESGTrack account access with one of the consultant roles — ESG Manager, Compliance Manager, Viewer. Switching to a client marks your session as acting in that client; ESGTrack re-checks the grant on every request, so ending access, suspending the client or removing a role takes effect at once.
- Account administration — users, single sign-on, API keys, AI settings — stays with the client
- Each consultant session appears in the client's activity log
- Your consultancy's branding for clients that opt in, and your domain on the sign-in page
What you do in each client's workspace
- Set up sites, periods, owners and approval workflows
- Prepare BRSR, BRSR Core and the other frameworks from approved data
- Get the client ready for assessment or assurance, and work with the provider in ESGTrack
- Train the client's team with guided mode and role-based training
Questions from consultants
Who controls a consultant's access?
The client. A client's administrator grants access to the consultant's own ESGTrack account with a chosen role — never administrator — and can end it at any time; the change takes effect on the consultant's next click. Account administration always stays with the client's own people.
Can we use our consultancy's branding?
Yes, for clients that opt in: the workspace can carry your consultancy's branding, and your custom domain can appear on the sign-in page.
Does the client see what we do?
Yes. Each consultant session appears in the client's activity log, and every figure entered or approved carries the name of the person who did it — as for the client's own team.
Bring your clients' reporting into one place
We will show the portfolio, a client workspace and how access is granted and ended.