Consultant Portal

Consultant Portal

The Consultant Portal enables GRC consultants to manage multiple client organisations from a single account. View aggregated compliance metrics, switch between clients seamlessly, and invite new organisations to your consultancy.

Who Can Access the Consultant Portal?

The Consultant Portal is available to users with the Consultant role. This role is assigned during account registration when you indicate you’re a GRC consultant managing multiple clients.

Note

Regular organisation users see only their own organisation’s data. Consultants see a multi-client dashboard with cross-organisation visibility.

Accessing the Consultant Portal

Click the Briefcase icon in the sidebar or select Consultant Portal from the navigation menu.

The Consultant Dashboard

Summary Statistics

At the top of the dashboard, you’ll see aggregated metrics across all your clients:

Metric	Description
Total Clients	Number of organisations you manage
Avg. Readiness	Mean framework readiness percentage across all clients
Controls Implemented	Total implemented controls vs. total scoped controls
Clients with Risks	Number of clients with at-risk controls (shown only if > 0)

Client Cards

Each client organisation appears as a card showing:

• Organisation name and primary framework
• Framework Readiness — Progress bar with percentage and grade (Excellent/Good/Fair/Needs Work)
• Controls status — Implemented count, in-progress count, and at-risk count
• Evidence tracking — Evidence items tracked vs. total required
• Last activity — When the client was last updated and by whom

View Modes

Toggle between two views using the buttons in the top-right:

• Grid View — Cards arranged in a responsive grid (default)
• Comparison View — Side-by-side analytics comparing client metrics

Sorting and Filtering

• Search — Filter clients by organisation name or primary framework
• Sort by — Order by Recent Activity (default), Name, or Readiness percentage

Inviting Clients

Sending an Invitation

1. Click the Invite Client button in the dashboard header
2. Enter the Organisation Name (e.g., “Acme Corporation”)
3. Enter the Client Email — This person becomes the organisation’s primary admin
4. Click Send Invitation

The client receives an email with instructions to:

1. Create their account (or sign in if existing)
2. Accept your consultancy relationship
3. Set up their organisation

Managing Pending Invitations

When you have outstanding invitations, they appear in the Invite Client modal under Pending Invitations:

• View invitation status: Pending, Accepted, Expired, or Cancelled
• See when invitations were sent and when they expire
• Cancel pending invitations if needed

Tip

Invitations expire after 7 days. If a client hasn’t accepted, you can cancel and resend with a fresh expiration.

Working with Client Organisations

Viewing Client Details

Click View on any client card to see their detailed compliance dashboard without switching your active context.

Switching Organisations

Click Switch on a client card to change your active organisation context. This:

• Updates the sidebar to show the client’s controls, frameworks, and evidence
• Allows you to work directly in their data
• Shows “Current” badge on the active client card

The organisation switcher in the header also allows quick switching between clients.

Cross-Organisation Comparison

In Comparison View, analyse clients side-by-side:

• Framework readiness comparison chart
• Control implementation rates
• Evidence maturity distribution
• Identify which clients need the most attention

Consultant vs. Client Permissions

Action	Consultant	Client Admin	Client User
View all client organisations	Yes	No	No
Switch between organisations	Yes	No	No
Invite new clients	Yes	No	No
View controls and evidence	Yes	Yes	Yes
Edit controls and evidence	Yes	Yes	View only
Manage organisation users	No	Yes	No

Caution

As a consultant, you can view and edit client data but cannot manage their user accounts or billing. Each client organisation manages their own team members.

Best Practices

Organising Your Consultancy

• Use consistent naming — Help clients name their organisations clearly (e.g., “Acme Corp - ISO 27001”)
• Set primary frameworks — Ensure each client has their target framework set for accurate readiness tracking
• Regular check-ins — Use the “Last Activity” indicator to identify clients who may need attention

Efficient Multi-Client Management

• Sort by readiness — Quickly identify struggling clients who need support
• Use comparison view — Prepare executive reports showing client progress
• Leverage search — Filter by framework to group similar compliance programmes

Troubleshooting

Client Not Appearing After Invitation Accepted

Allow a few minutes for the system to sync. If the client still doesn’t appear:

1. Ask the client to confirm they completed the acceptance flow
2. Check the pending invitations list for status
3. Contact support if the issue persists

Cannot Switch to a Client Organisation

Ensure you have an active consultant relationship with that organisation. If a client revoked access, you’ll need a new invitation.