For Sustainability Consultants

You advise multiple real-estate owners on sustainability. SDX lets you do that work from a single login, with the right access level on each engagement, and a clean audit trail of every action you take on a client's behalf.

What you get

  • Register once. Get invited many times — into each client's SDX organization.
  • Switch between client orgs from the in-app org switcher. Profiles, emission factors, and reports are scoped to whichever client you're working in.
  • Each client controls your access: read-only, operate, or full management.
  • Every change is logged with "performed by [you] on behalf of [client]" — your work is auditable for the engagement record.

Your first run

  1. Register as a representative (one account, even if you have many clients).
  2. Accept your first client invitation from your inbox.
  3. Switch into that client org from the in-app switcher.
  4. Submit data, run reports, or set goals on their behalf.
  5. Generate a portfolio-level report for advisory deliverables.

Which product to launch

The primary surface for consultants is SDX Desktop — the portfolio workspace where the org switcher, delegated access, and on-behalf-of writes live. SDX Intelligence is a useful secondary surface when a client wants you to answer portfolio-level questions in natural language during a working session.

Topics for consultants

What's free vs. paid

The platform is free for both you and your clients. Aggregate licensed content — indices, regulator-grade packs, and aggregate datasets — is the only paid layer, and any client who contributes data gets the licensed content that includes their buildings free for internal use.

Still stuck?

Email the team. We read every message in the beta.