1. Help Centre
  2. FAQ
  3. Portal use - settings

Why do I need to set up 'consultants' within the Verify Admin Portal?

Audience: Business clients

We think of 'consultants' as the customer-facing persons within your firm (e.g. sales people, law partners, accountants etc) that is actually dealing with the customer. By adding their names into the system, this then allows you to 'link' their name to an application and filter for any applications associated with that person for easy reference.