Manage application roles

INFO

The functionality on this page is only available to users who have the Manage Users right, such as an Admin or Director.

Access the management interface

To configure the user roles for your Consult app, complete the following steps:

1. On the navbar, select Manage > Users.
2. Click MANAGE ROLES:

A default set of user roles is displayed:

From here, the roles can be edited and new roles can be added.

INFO

The Admin role includes all rights and cannot be edited.

Assign rights to roles

When creating a new role, the following rights/abilities can be added:

Right	What it allows you to do
View-dashboard	Access the main dashboard and see key financial metrics and project summaries.
Manage-clients	View, create, update, and delete client records.
Manage-users	View, create, update, and delete users and their roles.
Manage-rate-cards	View, create, update, and delete rate cards.
Manage-projects	View, create, update, and delete projects.
Set-admin-settings	Change global admin settings and configurations.
View-leave	Access the leave section and submit leave requests.
Create-project	Create new projects from scratch.
View-internal-rates	View internal rates, allocations, and user statistics.