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
![Consultant Users.png 2824](https://files.readme.io/65fd9ad-Consultant_Users.png)
View filter options available to consultant
![Consultant User filter.png 2854](https://files.readme.io/c7b0fba-Consultant_User_filter.png)
You can filter by each options individually
- Tax ID
- Phone Number
- Status (Inactive/active)
- Role: Consultant taxpayer/Consultant Officer/
![Create New Consultant.png 2862](https://files.readme.io/0eb537b-Create_New_Consultant.png)
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.png 2848](https://files.readme.io/107a769-Edit_Consultant_User.png)
EDIT CONSULTANT USER
- Click 'PEN' icon to edit
View edit consultant user pop
![Screenshot 2022-06-09 at 16.23.07.png 2854](https://files.readme.io/2d82107-Screenshot_2022-06-09_at_16.23.07.png)
- Select ' Role' from drop-down
- Click 'Save officer' to complete edit action
- Click 'Cancel' to close out edit action
![Remove Consultant User.png 2852](https://files.readme.io/3c9663d-Remove_Consultant_User.png)
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
Updated over 2 years ago