How to create an access for a: consultant, manager or assistant

Note that this action can only be performed by an administrator user.

1. Go to the “Contact” tab.

2. Click on the contact you wish to edit.

3. Click on “Edit” in the top right-hand corner.

4. Enter the assitant’s e-mail address.

5. In the third window, in the user access rights section, change the role to “Assistant”, “Manager” or “Consultant”.

6. To restrict assistant access to certain companies, check “Restrict by company” and select the companies.

7. Enter the user name, and any other information you deem necessary.
The assistant will receive his username and password by e-mail.

8. Click on “Finish”.

You have now created access for an assistant/manager/consultant.

Please note that:

A consultant can view the data but cannot change it.
The manager can view and modify data, but cannot create users or manage access rights.
An assistant can view and edit data like the manager, but does not have access to finances.