- 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. - 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. - Click OK.
REVIEW COMMENTS
Need a section on who can do this