Add Consultant Users

Description

If someone already has a Kaizen account and only needs access to your portfolio, add them as a Consultant User instead of creating a new account. Typical consultants are colleagues at another CopperTree client or consultants who work across several portfolios.

What they get Read Only or Read/Write access to the whole portfolio (Cascade) or to specific buildings (Selected Buildings), depending on the Group you add them to
What they can’t get Admin access. Consultants cannot be added to the Admins Group.

Open Your Client Dashboard

  1. Click the menu in the Kaizen Bar to open the Clients & Buildings browser.
  2. Select the client whose portfolio you want to manage.
  3. The Client Dashboard opens, showing building locations, data collection status and report activity.

Client Dashboard

Choose a Group

Click the Groups tab. Use Groups, not Users: Users is where you create a brand-new account.

Group Access granted
Read Only – Cascade View every building in the portfolio
Read Only – Selected Buildings View only the buildings selected for the Group
Read/Write – Cascade Edit every building in the portfolio
Read/Write – Selected Buildings Edit only the buildings selected for the Group
Groups page

Add the Consultant to the Group

  1. Click the Group that matches the access you want to grant, for example Read Only – Cascade.
  2. Open Manage Members. The list shows everyone in the Group, with Remove, Save and Add tools above it.
  3. Click the orange Add to open the Add a User dialog.
  4. Enter the email address tied to the person’s existing Kaizen account.
  5. Click Submit. Kaizen looks up the account and adds it to the member list tagged “(Consultant)”.

Confirm and Save

  1. Check that a green banner confirms the user was added, and that their row reads “(Consultant)”.
  2. Click the Save (disk icon) in the toolbar to finalize the Group’s membership.

The consultant now has access to your portfolio at the level the Group grants.

Please Note

  • To remove a consultant, open Manage Members, select them, click Delete, then Save. This does not delete their Kaizen account.
  • Insights can only be assigned to users at the same level or lower in the Client Tree. Adding a user from a higher-level Client as a Consultant User lets you assign Insights to them.