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You can create a consultant or edit an existing consultant from within InTime.
How do I see my list of consultants?
- From the menu bar, click Profiles > consultants.
- The list of consultants is displayed.
How do I add a new consultant?
- From the list of consultants, click Add.
- On the Create Consultant screen, in the User Details area, add the name, address and other contact details for the consultant.
Tip: For each area of this screen, click the blue question marks against each field if you need clarification of what that field requires. Most are self-explanatory. Some of the key fields are explained here. - From the Role Level list, select the pre-defined role level for a consultant.
The role level is a pre-defined list of permissions that the user has access the various menus and screens within InTime. For more information, see Controlling Menu Options.