Control consultant access to your system with ease. Use these simple steps to enable or restrict login permissions effectively.
Restrict Consultant Login
1. Access the Consultant Tab
- Navigate to the Consultant Tab in the application.
- Select the consultant whose login you want to restrict.
2. Disable Login
- On the right side of the screen, locate the Login Status option.
- Click Disable to restrict the consultant from accessing the system.
Enable Consultant Login
1. Access the Consultant Tab
- Navigate to the Consultant Tab in the application.
- Select the consultant for whom you want to enable login.
2. Enable Login
- Locate the Login Status option on the right-hand side.
- Click Enable to grant the consultant access to the system.
Understanding Consultant Status
1. Active Consultants
- Consultants currently active and with login enabled.
- Displayed when you select the Active checkbox.
2. Inactive Consultants
- Consultants who are not currently active or have login disabled.
- Displayed when you select the Inactive checkbox.
Key Considerations
- Review Changes: A confirmation prompt may appear before disabling or enabling login.
- Maintain Security: Use restrictions to safeguard sensitive information and ensure proper access control.
For further guidance, check the user manual or contact the support team.
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