Consultation v1.7 Help Guide for Consultees and Agents

Consultation v1.7 Help Guide for Consultees and Agents

• Chapter 1 Introduction
• Chapter 2 How to Register
• Chapter 3 Logging In
• Chapter 4 Updating Details
• Chapter 5 Adding Representations
• Chapter 6 Client Management
• Chapter 7 Viewing Representations
• Chapter 8 Searching Consultee/Representations

Chapter 4 Updating Details

In order to change / amend any of your personal details (including your password).

1. Log into the system (see Chapter 3 ‘Logging In’).
2. Select the "Your Details" button on the top of the page.
3. An 'Update' form will load (see Figure 4 ‘Update Details’).
4. Amend details accordingly.
5. Ensure that all required fields (listed below) are completed and press the "Save Changes" button.
   1. 'Username'
   2. 'Email Address'
   3. 'Last Name'
   4. 'Address Line 1'
   5. 'Post Town'

Agents Updating Consultee / Client Information

In order for an agent to update a Consultee / Client details:

1. Click "Manage Clients".
2. Click on the client number under the "ID" column on the left-hand side of the consultee list.
3. Amend details accordingly and select the "Save Changes" button.

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