- From the menu bar, click Profiles > Consultants.
- The list of consultants is displayed.
Administrators can see all consultants. Consultants with the Readl-All Consultant role can see all consultants.
Who can create a consultant?
Only existing Administrators with the Create Consultant role can create additional Consultants.
Who can modify an existing consultant?
Only Administrators with the Write Consultant role can edit existing Consultants.
How do I add a new consultant?
- From the list of consultants, click Create.
- On the Create Consultant screen, in the Main 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. - Choose a role level if you wish to restrict the menu options that are available for this 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 Save.
What do I do when a Consultant leaves?
After a consultant leaves you will wish to deny access to InTime to that Consultant. This can be done by removing the login role from the user. Locate the consultant from the Profiles menu and then click on the Change Roles tab under the edit button.
Un-tick the User is allowed to log in box and then click the Save button from the bottom of the screen.
If you have not already done so, you will probably want to update all placements where this consultant is either the primary consultant on a placement or a split commission consultant. This would typically be done in your front-office system or manually by editing the placement.