Create a consultant at the broker level

Create the consultant record once in the broker. After saving you can assign them to one or more clients without creating separate user records per client.

Where: Broker view → Resource management

1. Click the create-consultant action.
2. Enter the consultant’s name, email, and role.
3. Click Save.

The consultant now exists under the broker but is not yet assigned to any client.

Related: Assign a consultant to a client from the broker · Assign a consultant to a client from within the client · Deactivate a consultant