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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?

  1. From the menu bar, click Profiles > Consultants.
  2. The list of consultants is displayed.

How do I add a new consultant?

  1. From the list of consultants, click Add.
  2. 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.
  3. From the Role Level list, select the pre-defined role level for a consultant.
    The role level allows you to restrict the menu items that are available to the consultant.  If you do not select a role level then the consultant will have the standard Consultant menus.  For more information, see Controlling Menu Options.
  4. Click OK.

REVIEW COMMENTS

Need a section on who can do this

 

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