Consultant- User Dashboard

This shows the list of consultants and how to manage each users

• Click ‘Users’ at the sidebar menu
• View Consultant users landing page
• Filter users by Tax ID, email, phone number, status (active/inactive), and role
• Click ‘Filter’ to complete search result
• Click ‘Reset’ button to reset filter options
• Click ‘Plus’ icon to add a new consultant user

View filter options available to consultant

You can filter by each options individually

• Tax ID
• Email
• Phone Number
• Status (Inactive/active)
• Role: Consultant taxpayer/Consultant Officer/

CREATE NEW CONSULTANT OFFICER

• Click 'Add' icon at the top right corner of page
  View pop-up
• Select 'New Consultant User' from drop-down (using taxpayer ID)
• Click 'Save Officer' to complete ADD action
• Click 'Cancel' to close out add action

EDIT CONSULTANT USER

• Click 'PEN' icon to edit
  View edit consultant user pop

• Select ' Role' from drop-down
• Click 'Save officer' to complete edit action
• Click 'Cancel' to close out edit action

REMOVE CONSULTANT USER

• Click 'X' icon to remove a user
• View remove pop verification
• Click 'YES, PROCEED' to complete action
• Click 'CANCEL' to call off the action