This article guides you through the process of adding a consultant to the system, and explains the different consultant role types and what they mean.
In order to add consultants to the system you first need to go to the Consultant Entry screen from the Reference Data menu.
Once you have navigated to the Consultant Entry page, you will see a list of current users you have within the system, with a search facility above. To add a new user click the Add New Consultant button at the bottom.
This will bring you to a page as seen in the image below.
Here the user details can be entered. The first two fields are Agency Ref and Export Ref. These are unique identifiers for the user. By default, when an Agency Ref is added, the Export Ref field will be populated automatically with the same number. However, this feature can be removed/re-added as required. If you are importing into the system via a CRM, we have an agency configuration that allows these two fields to have a different reference. This will allow you to import the consultant with the reference set within the CRM system.
Below these fields is a tick box titled Login Allowed. This toggles the ability of the user to login to the system. This functionality is useful if you need to disable the access of a user.
Other compulsory entry fields are First Name, Last Name and Email Address. The Mobile Phone field is optional (this can be updated at a later date if needed).
Next is the Consultant Role section. There are 2 different roles you can apply to a consultant. The first of these is the basic Consultant role, which allows the consultant to login, view their statistics and margin data, as well as issue timesheet reminders to their candidates.
The second is the Consultant Admin role, which gives the consultant enhanced access to the main portal, but it is still restricted. They can view assignments and add main entity data such as creating Clients, Suppliers and Candidates. They will also be able to view assignment data, sales invoices and purchase invoices/remittances, but they will not be able to add or edit any of this information.
Once you have completed the entry form, click the green Save Changes button at the bottom of the screen to save the consultant to the system.
Please note: when users are setup within this section, they are not automatically sent their invitation email to log in. This step must be carried out manually. To send them an invitation email, navigate back to the Consultant Entry screen and click the Send Invite button on the right hand side of the relevant user, as shown below.
This will turn yellow when it has been sent and then green when they have successfully created their account and logged into the system.
Once consultants have been added to the system, they can then be associated with assignments in order to calculate commission and split-commissions. This is covered in more detail in our article on How to add an assignment - Categories tab. The Commission Knowledge Base section also has more information.