Add new users

Add a new user to Consult, complete their profile details, and export the user list.

This guide explains how an admin can add a new user in Consult. For an explanation of the fields, see the user field reference.

Who can add users

Only users that have Manage Users as part of their role can add users.

Note: If you can access Manage > Users in the top navigation and see the New User button, you have sufficient permissions.

Add a new user

To add a new user:

1. From the navbar, go to Manage > Users.
2. Click New User.
3. Fill in the user’s details, described in the user field reference. Any fields your administrator has added for users appear at the bottom of the form under Custom Fields, and those marked with * must be completed.
4. Click Next to create the user.

You are taken to the user profile, where you can update additional details if needed, including the user’s custom fields.

Export users

To download the active users as a spreadsheet:

1. From the navbar, go to Manage > Users.
2. Click Actions > Export Users.
3. If you can view internal rates, the Export Users modal opens. Tick Include Internal Rates to add each user’s internal rate, then click Export. Otherwise the file downloads straight away.

The export lists every active user, one per row, with their contact details, role, reporting lines, and base currency. Each user custom field is added as a further column at the end, headed with the field’s name, and is left blank for a user who has no value.