How to Create an Access for a Consultant?

The video procedure is available with English subtitles. Start the video, click on “⚙️” and on “Subtitles,” and choose “English (Canada).”

Steps to Follow

1. Go to the “Data” tab and the “Contacts” subtab.

2. Click on the contact you want to edit.

3. Click on “Edit” at the top right.

4. In the fifth page of the dialog box, change the role of the user to “Consultant.”

5. To restrict the consultant’s access to specific companies, check “Restriction by Company”, and select the companies.

6. Enter their username, password, and any other information you deem necessary.

The consultant will receive their username and password by email.

7. Click on “Finish.”

You have now created an access for a consultant.

A consultant can view the data but cannot change it.