What are Consultant Plans?

A plan designed for consultants to manage multiple clients within Instrumentl.

Rebecca Huber avatar
Written by Rebecca Huber
Updated over a week ago

Create Client Profiles

The Consultant Plan was created to keep grant writers organized. Consultants can create multiple Client Profiles, each of which can have a distinct location and fiscal year.

Link Client Profiles to Projects

Each Client Profile can be linked to a specific project(s), keeping your Trackers orderly.

Toggle Between Client Subscriptions in your top navigation

When working with nonprofits who have their own Instrumentl subscriptions, consultants can access projects in their clients’ accounts without using a separate login.

For more information on how to set up your Consultant Plan, click here.

To see a video overview of the plan and how to make the switch, click here.

(password: w%XkPJy4) Please note, if the video does not work, try playing it in an incognito web browser.

To view the slide deck referenced in the video demonstration, click here.

Feel free to reach out if you have any questions about how to use this new feature! Just use the chat bubble when you're logged in, or email us at [email protected].

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