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User field reference ​

Below are the fields on the New User form and their corresponding validation rules and usages across the app.

Full Name ​

  • Definition: The person's full name.
  • This is the default display name of the user, such as in lists, approval modals, and reports.
  • It is used when searching for users in tables, dropdowns, and lists.

Email ​

  • Definition: Work email for the user.
  • It also acts as the user's username during login.
  • Email notifications are sent to this address.

Phone Number ​

  • Definition: User's mobile phone number.
  • Only stored on Consult as a reference for managers to be able to look up and contact the user on their phone if needed.
  • Validation: Must be in E.164 international format, starting with +, followed by country code and subscriber number, digits only (no spaces, dashes, or parentheses). The total length is typically 8–15 digits after the +.
    • Example (South Africa): +27821234567
    • Example (Australia): +61412345678

Job Title ​

  • Definition: The person's job title (e.g., Consultant, Project Manager).
  • Not used by Consult for any functional logic.

Start Date ​

  • Definition: The date the person started working at the organization.
  • Used for anniversary events on the Resource Dashboard.

Application Role ​

  • Definition: The user's role (e.g., Admin, Manager, Contractor).
  • Controls which pages and views a user has access to across the app.
  • For more details on roles, see Manage roles.

Reports To ​

  • Definition: The line manager that this user reports to.
  • Not used by Consult for any functional logic.

Country ​

  • Definition: The country where the user is based or primarily operates.
  • Determines which public holidays will be linked to the user.
  • Determines the default Country of projects created by the user.

Base Currency ​

  • Definition: The primary currency associated with this user.
  • Used as the reference currency for Internal Rates.
  • Impacts financial calculations, reporting, and margin computations for this user.

Internal Rate ​

  • Definition: The user's hourly internal rate.
  • This rate takes effect from the selected Start Date and is expressed in the user's Base Currency.
  • Used widely in Consult, such as for margin and profitability metrics.
  • Only users that have View Internal Rates as part of their abilities can view sensitive financial data linked to the internal rate.