ConsultantAdmin

Who this role is for

External consultants or platform admins who operate like OrgAdmins with approval capabilities.

What you see in the app

• All OrgAdmin pages.
• Policies to Approve (approval queue).

Key responsibilities

• Manage policies and org settings for client organizations.
• Approve or reject policy submissions.
• Provide compliance oversight.

Common actions and how to do them

Manage policies and approvals

1) Use Policies to create, edit, and submit policies. 2) Use Policies to Approve to review and decide on submissions. 3) Export approved policies from Exports.

Limits

• You can view templates but only SuperAdmin can create, edit, or delete templates.