If you're on a Consultant Plan, make sure your Client Profiles are set up correctly to receive better location matches, and allow your tracker and reports to reflect the profile's fiscal year.
Step 1: Create a new Client Profile for each of your clients
Go to your bottom left Account > Client Profiles
Click the green + Add a Profile
Under Client Profile Name, type in the name of the nonprofit
If you had multiple User Profiles, they will each have converted into a Client Profile named after the user. You can delete these if you are no longer using them, or edit them to rename them after the client.
Under “Where is your client registered?”, look up the county tied to the nonprofit's 501c3 registration address (where they're headquartered / based)
Note: you do NOT want to leave this as a broader state tag, or a broader country tag. Please choose the county that the nonprofit's 501c3 registration address is tied to.
If there were any broader state tags (i.e. “California”) or country tag (“United States”) please remove them with the “x” mark
Select a fiscal year to use for that client’s tracker and reports
Step 2: Ensure existing projects are tied to the correct Client Profile
Click the project name from the left hand project navigation bar
Click Edit Project
Navigate to the 2nd drop down: Client Profile
Select the appropriate Client Profile
Save and Exit
Linking Subscriptions to easily navigate between separate accounts*
*Note: Only relevant if you have both a personal Instrumentl account and one (or more) of your nonprofit clients has their own Instrumentl account
To link the accounts:
Ask the nonprofit to invite you as a user under their bottom left Account > Settings
They should use the same email that’s tied to your personal consulting account
Once you’ve been invited, you’ll be able to toggle between your own account and the clients’ accounts under your top “Viewing: ___” banner
Note that if your contract with this client ends, the client will need to remove you from the account. Consultants cannot delete themselves from the nonprofit’s account.
If you run into any questions, feel free to reach out through the chat bubble or send us an email to [email protected]