How To Update Consultant Permissions Video?

This video shows how you can Update Consultant Permissions in CentricFlow.

How to set consultant permisssions – step by step

To manage the permissions for a consultant, you can do the following:

1. Login to the CRM and head to Account Settings
2. Select Consultants on the left
3. Select the consultant you want to adjust the permissions for
4. Select Permissions on the left
5. Tick the permissions you want to allocate and untick the ones you want to remove.
6. Click Save

Once you have clicked save, the consultant will have to logout and back in for the permissions to take affect.