Consultancy technicians

Here you add your consultancy technicians, assign them companies and see how much work each has. Each technician only sees the companies you assign.

1. Inviting a technician

“Invite technician” asks for the technician’s details and their “Role”; the role decides what they can do in their companies. The technician stays “Pending activation” until they accept the invitation; “Resend invitation” sends it again.

2. Assigning companies

“Assign companies” opens the list of companies with their current technician; “Only without technician” shows those nobody looks after. A technician sees a company as soon as they activate their account.

3. Workload

The table counts, per “Technician”, the assigned “Companies” by colour (Red, Amber, Green) and their overdue actions and check-ups, to spread the work better.

4. Qualification and removal

“Qualification” records the technician’s specialties; if the consultancy is not accredited in one, a warning appears. “Remove from consultancy” withdraws the technician and their access to all companies.