Giving Consultant Access
As an Admin, you have the ability to give third party access to your system. This is for when you require someone who does not have an employee login to allow admin access to your system, for example:
Instead of adding them as an employee and giving Admin status, you can simply add them as a consultant.
Please note: You will have to have the Consultant license to be able to do this. If you do not, please contact firstname.lastname@example.org to turn this on for you free of charge.
To do this:
Click the 'Settings' tab
Click the plus icon:
This will give the consultant full admin access to your system - everything you are able to action and see as an admin, they will too.
Accessing system as a consultant
Once you have been added as a consultant, you will have receive an email to log in for the first time and set up a password.
Characters which are not allowed to set password are
Characters which are allowed to set password are
For future logins, the link to consultant login page is:
Make sure you save this on your browser for future logins!
Please note: Consultant logins will not be affected by the Access Identity Migration.
Customer Services Team.