<!-- RTOSafe Help — rendered version: https://rtosafe.com.au/help/consultant-access -->

# Invite a Consultant

Working with an external compliance consultant? You can give them access to your RTOSafe account so they can work alongside your team — no need to share logins or export data.

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A consultant gets **full read and write access** to your compliance data — they can view, create, edit and delete records, the same as a Compliance Admin on your team. Only invite people you trust with that level of access.

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## Before You Start

* You need to be a **Compliance Admin** on your own staff to manage consultants.
* The consultant must already have an RTOSafe account. If they don't, ask them to [contact support](mailto:support@rtosafe.com.au) to get set up first.

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## Steps

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Go to [**Consultants**](https://app.rtosafe.com.au/Consultants) under **RTO Settings**.

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Enter the consultant's **email address**.

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Set an **expiry date** if you want their access to end automatically. It defaults to 12 months — leave it blank for no expiry.

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Select **Invite consultant** and confirm.

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<figure><img src="/help/assets/consultant-access-1.png" alt="The Consultants page under RTO Settings, showing the invite form with email and expiry fields and a consultant listed with a Pending acceptance status"><figcaption></figcaption></figure>

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## What Happens Next

* The consultant gets an email inviting them to your account. They show as **Pending acceptance** until they accept.
* Once they accept, their status changes to **Active** and they can open your account from the **Switch RTO** menu using their own login.
* All consultants sign in with multi-factor authentication (MFA), so their access is protected the same way your staff accounts are.

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## Common Issues

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<summary><strong>"We can't find that consultant"</strong></summary>

They don't have an RTOSafe account yet, or they're not set up to be invited as a consultant. Ask them to email support@rtosafe.com.au to get started.

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<summary><strong>"This person is an active staff member"</strong></summary>

Someone can't be both active staff and a consultant in the same account. Deactivate their staff record first if you want to bring them in as a consultant.

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<summary><strong>The consultant can't see anything yet</strong></summary>

They haven't accepted the invitation. Their access stays inactive until they click **Accept** in the invite email.

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