How do I update a Consultants permissions?

Consultants permissions allow you limit access to certain parts of your Agencies platform very easily.

To change a Consultants permissions:

  • Head to Account Settings (The menu by your name)
  • Select Consultants from the left-hand menu
  • You will now see a list of active consultants, Select the Consultant you want to change the permissions for.

You will be presented with a screen similar to the below. Simply tick the pages you would like them to have access to and then click update at the bottom.

By default, when a new Consulant has been added they will have no permissions so you will need to assign them.

If you require any further assistance, please get in touch with the CentricFlow Support team on support@centricflow.co.uk