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 6 Client Management

If you wish to manage your clients, select the "Manage Clients" link button at the top of the page.

The Manage Client window allows you to:

• Add new clients
• View any representations made on their behalf
• Update their personal details.

To add new Clients

1. Click on the "Create a new client account" link.
2. Enter the required information and select "Create".

To view representations already made on behalf of your clients / consultees:

1. Click on the "Manage Clients" button to load a list of the clients associated with you.
2. Click on the link "List Representations" to the right of the clients name.

To update personal details:

1. Click on the "Manage Clients" button to load a list of the clients associated to you.
2. Select the number under the "ID" column on the left-hand side of the consultee.
3. Personal details associated with this individual will now be displayed on the screen
4. Amend details accordingly and select the "Save Changes" button.

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