A consultant profile is the staffable resource record of the account: who the person is, what they cost per day, and where they stand. Profiles live on the Consultants page, visible to every role. The rows are narrowed by the server: an administrator sees every profile, while any other user sees only their own linked profile and the consultants they manage. A profile is separate from any login - it represents capacity and cost, while a login is merely how the person reaches the platform.
Fields
Full nameandTitle(for example, Senior Backend Engineer).Daily cost, in the account currency. Visible to admin, operations, and executive only.Profile picture, up to 5 MB. Leave it blank to use the default picture.Employment status:Active (in the workforce)orInactive (left the workforce).Manager: any user of the account. Naming a manager makes that user the team leader for this consultant.
Platform access
When creating a profile, choose one of three options:
No platform access- the profile exists purely as a resource.Link to an existing user- attach the profile to a login that already exists.Invite a new user- raise an invitation so the person gains a login on arrival.
Every consultant may optionally have their own login on the platform; none is required.
Linking and unlinking users
A user can be linked to only one consultant profile; attempting to link a user who is already linked elsewhere is refused. Leaving the link empty when saving a profile clears it. The link is what unlocks the self-service surfaces - own timesheets, My assignments, time off, and expenses - for the linked user, whatever their role. See Roles and access.
Statuses
| Status | Meaning |
|---|---|
Active | Computed: the consultant holds an active assignment. |
Bench | Computed: no active assignment. |
Inactive | Set by hand: the consultant has left the workforce. |
Bench is derived automatically from active assignments and cannot be set by hand; the only status you choose is the employment status.
Detail tabs
Assignments- the missions this consultant is staffed on, with billing rate, dates, and status.Timesheets- declared work days, one sheet per period; an administrator can create a sheet manually.Time off- Time-off requests, with their approval workflow.Staffing- declared days versus capacity, with the forward forecast from active assignments.
Deleting a consultant
An administrator can delete a consultant profile from the Consultants page.