1. From the Admin Profile, select Staff from the menu. Click on the “Add Staff” button.
2. Enter the staff details, select the relevant department, make sure to select the Tax Consultant roles button and click on Add.
1. A consultant can log in to CiuisCRM just as any other staff.
2. Tax consultants have access to Invoices and Expenses Function.
3. Tax Consultants are not authorized to create new expenses/invoices. They can, however, access expenses/invoice already created by other staff, export it as PDF and print.
4. Tax Consultants also get an email every time an expense is created if the corresponding email template is activated by the admin.