Your role
Consultant
A consultant at a consultancy, agency or IT firm works on the projects on their team: their tasks, client requests, and their own time and expenses.
No demo business has this role yet, so this page describes the role as Kila sets it up.
Kila describes the role: “Works on the projects on their team: tasks, client requests and their own time and expenses.”
Who has it
Link to this section: Who has itKila offers the role to four kinds of professional firm: consulting, creative or marketing agencies, IT services and general professional services. The owner gives a person the role under Administration › Users and roles: Add a user.
Where you start
Link to this section: Where you start- Professional services:
/app/practice/my-day
That is My day, in the Practice section of the menu.
What you can do
Link to this section: What you can do- General
- View dashboard
- Catalog
- View products and services
- Stock
- View stock
- Customers
- View customers
- Services
- Book and manage appointments; Work on assigned job cards
- Finance
- Submit expenses
Your approval limits
Link to this section: Your approval limitsNo approval limits: anything that needs approval goes to someone else.
Your work
Link to this section: Your work- Record your time: the timer on My day, hours by hand, or the week as a grid.
- Record an expense on a project.
Opening projects, their budgets and the bills are for the project lead and the owner.
- Project lead: who runs the projects you work on.
- Professional services: how Kila works for a professional firm.
- How roles and permissions work: what a role may do, and its limits.