Consultant information can be included when creating an application, especially if you are completing checks on behalf of another company representative. This could include a team member in your office who is handling client interactions. These consultants can be assigned to specific applications, and their profiles are manageable from the Settings area.
You can easily manage consultant profiles by adding new consultants, editing their details, deactivating them, or removing them entirely from your verify setting area.
Creating a New Consultant
Click the “+ Create Consultant” button.
Enter the consultant's full name and email address.
Confirm to add them to the Verify portal, they will now appear in the dropdown when assigning consultants to applications.
Editing a Consultant
Click the Edit pencil icon next to a consultant’s name.
Update their details in the modal that appears.
Confirm to save the changes.
Enabling/Disabling a Consultant
Use the Active toggle to turn a consultant on or off.
If disabled, the consultant will not be selectable when creating new applications.
You can re-enable them anytime by toggling them back on.
Deleting a Consultant
Click the Delete icon to remove a consultant from the Verify Portal
A confirmation message will appear. Once confirmed, the consultant will be permanently deleted.
