Consultant Dashboard 

Updated on April 29, 2025

During your free trial, you will have access to one client account, which you can manage and use to explore all available features. Once you purchase your first license, you can add unlimited client accounts in free trial mode and activate them by assigning licenses as you find fit. All client accounts are managed and visible from your main consultant dashboard.

Manage Your Clients

To see more information on how to manage your client’s account and schedule the training programs, visit the article on how to Manage Client Accounts and our Company Training Academy Help Center.

Consultant Dashboard  - Advisera Help Center

From your left-hand side menu, you can access the following sections:

Manage Your Profile or Change Your Password

To update your profile information or change your password, go to Manage Profile from the menu on the left-hand side and edit your details.

Consultant Dashboard  - Advisera Help Center

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