Multiple Clients. One Tool. Maximum Efficiency.

The Aldric Consultant Portal enables external data protection and compliance consultants to manage all clients in one central platform โ€“ with credit-based access, white-label options and a reseller model.

The Problem

External data protection and compliance consultants often manage 10, 20 or more clients simultaneously โ€“ with different tools, spreadsheets and folders for each customer. This costs time, leads to errors and makes unified reporting impossible. Managing invitation processes, access rights and documentation separately for each client is inefficient and error-prone.

Our Solution

The Aldric Consultant Portal brings all clients together in one platform. With the credit system you create new client organizations flexibly on demand. Each client gets their own isolated workspace โ€“ you keep the overview. Credits can be purchased at any time, resellers receive commissions automatically.

Key Features

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Credit-Based Client Management

Purchase organization credits and create new client organizations flexibly on demand. No rigid package thinking โ€“ you only pay for active clients.

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User Invitations per Client

Invite employees of your clients directly into their organization. A separate user credit system enables granular control over access.

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Module Credits for Feature Unlocking

Unlock compliance modules for each client individually. Not every client needs all modules โ€“ pay only for what is used.

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White-Label & Branding

Present the platform under your own logo. Your clients see your branding โ€“ strengthen your brand and customer loyalty.

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Reseller Commissions

As a reseller you receive automatic commissions on billed clients. Flexible model: percentage-based or fixed-amount commission.

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Cross-Client Dashboard

Get an overview of compliance status, open measures and deadlines for all clients in one dashboard. Prioritize efficiently.

How It Works

  1. 1

    Activate consultant account

    Register as a consultant and choose your starter package with an initial credit allowance.

  2. 2

    Create client

    Use organization credits to create a new client organization. Assign names and branding settings.

  3. 3

    Invite team

    Invite employees of the client using user credits. Control roles and access rights centrally.

  4. 4

    Unlock modules

    Activate the required compliance modules for the client with module credits. Extendable at any time.

  5. 5

    Top up credits

    Purchase new credits as soon as you need additional clients, users or modules. No contract commitment per credit package.

Frequently Asked Questions

What are credits and how does the credit system work?

Credits are the currency in the Consultant Portal. There are three types: organization credits (for new client organizations), user credits (for invitations) and module credits (for feature unlocking). Credits are purchased in packages (pricing tiers) and consumed when you activate new clients, users or modules.

How many clients can I manage?

Theoretically unlimited. You purchase as many organization credits as you need. Each credit enables the creation of a new client organization.

What happens when I run out of credits?

Existing clients and their data remain fully intact. You cannot activate new clients, users or modules until you purchase more credits. Purchasing is possible at any time.

Can my clients use the platform under my brand?

Yes, with the Provider Edition you can customize logo, colors and other branding elements. Your clients see the platform under your name.

How does the reseller commission model work?

As a reseller you receive a commission on the billing of your clients. The commission amount can be configured as a percentage or fixed amount. Billing and commission reports are available directly in the platform.

Related Use Cases

Ready for Efficient Compliance Management?

Start with a free demo and discover how Aldric simplifies your compliance processes.