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Add rate cards
This guide explains how to add a new rate card in Consult.
Permissions required
Only users with the Manage rate cards permission as part of their role can access this feature.
If you can access Manage > Rate Cards in the top navigation, you already have the required permissions.
Adding a new rate card
- From the top navigation bar, go to Manage > Rate Cards.
The view displays all existing rate cards. - Click New Designation in the top-right corner of the page.
- Complete the form with the following information:
- Name: Enter the rate card's name.
- Description: Enter a brief description of the rate card.
- Hourly Rate: Enter the hourly rate for the currencies that have been set in the Admin Setting page.
- Offerings: Select an offering from the dropdown.
- Click Save to add the client.
You'll be redirected to the rate card's overview page, where you can manage and update the details if needed.
