# Give a Consultant Temporary Access to Your CRM Cleanup | Dedupely > Bring a CRM consultant or agency into Dedupely for a cleanup project, with a role that fits the job and an expiry date that ends their access. - URL: https://dedupe.ly/knowledge-base/giving-a-consultant-or-agency-temporary-access - Section: knowledge-base - Site index: https://dedupe.ly/llms.txt - Any page: append `.md` to its URL for this plain-text form --- Skip to content [New Dedupely Intelligence Now on every paid plan, monthly or yearly.](https://dedupe.ly/ai-deduplication) ## Giving a Consultant or Agency Temporary Access By [Gaby Salinas](https://www.linkedin.com/in/gbyslns) Updated November 11, 2026 Bring in outside help for a cleanup project, with only the access they need and an end date. CRM consultants, agencies and fractional admins often run a deduplication project for a few weeks. In Dedupely, you give them their own login with a role that fits the job, and an expiry date on that role, so their access ends on its own when the project does. Everything they do is recorded in Merge History and the Audit Log, and you can remove them at any time. ### Before you start - **Access to Users** (Read & Modify), to invite people and set their roles. The Admin role has it. See [Users](https://dedupe.ly/knowledge-base/users). ### Step 1: Decide what they need to do | **The consultant will…** | **Give them** | | --- | --- | | Set up searches, Merge Rules and Auto Merge, and merge | **Data Manager** | | Review your data and advise, without changing anything | **Read-only User** | | Something in between, like merging without changing Merge Rules | A custom role. See [Roles and Permissions](https://dedupe.ly/knowledge-base/roles-and-permissions). | Avoid the **Admin** role. It gives access to users, roles, billing and security, and it can't have an expiry date. ### Step 2: Invite them - Go to **Company Settings** → **Users** and click **Add User**. You can also click your profile icon and select **Invite Team**. - Enter their first name, last name and work email. - Choose their role. - Click **Send Invites**. If your Security Policy requires 2FA, they set it up before they join. Ask each person on the agency's team to use their own login, so Merge History and the Audit Log show who did what. ### Step 3: Set an expiry date - On the **Users** page, click the three dots next to the consultant and select **Roles**. - In **Set user role**, add an expiry date to their role. Dates expire at the end of the selected day, in your time zone. - Click **Save**. Pick the last day of the project. If it runs longer, come back and change the date. ### What happens when the role expires - **They lose that role**, nobody is deactivated. If they have another role that hasn't expired, they keep working with it. - **If it was their only role**, they stay on the **Users** page as an active user, with the role shown as **Expired**, but they can't get into your account until someone renews it or gives them another role. - **They stay on your Users page.** When the project is over, click the three dots next to them and select **Remove**. ### Step 4: Keep an eye on the work - **Merge History** shows every merge, with who ran it, the original records and the values that won. See [Merge History](https://dedupe.ly/knowledge-base/merge-history). - **The Audit Log** records merges, scans, changes to Duplicate Searches and settings, logins and role changes, with the user and the time. See [Audit Log](https://dedupe.ly/knowledge-base/audit-log). - **If records that weren't duplicates were merged**, undo the merge from Merge History within 30 days. See [Undo a Merge](https://dedupe.ly/knowledge-base/undo-a-merge). ### Example setup A company hires a HubSpot agency for a six-week cleanup. - **Two agency consultants** get the **Data Manager** role, with an expiry date on the project's last day. - **The agency's account director** gets **Read-only User**, with the same expiry date, to follow progress. - **The RevOps manager** checks Merge History every Friday, and the Audit Log for changes to Merge Rules. - **The project runs a week longer**, so RevOps moves the expiry date. When it ends, RevOps removes the three agency users. ### Common mistakes - **Giving the consultant the Admin role.** It can't expire, and it includes users, billing and security. - **Sharing one login with the whole agency.** You lose track of who did what. Invite each person. - **Forgetting to remove them.** An expired role keeps them out, but they stay on your Users page. - **Not agreeing on what they'll change.** Agree up front who owns Merge Rules and Auto Merge after they leave. ### FAQs about temporary access - **What happens when a role expires?** The person loses that role. If it was their only role, they stay listed as an active user with the role shown as Expired, and can't get into the account until it's renewed. - **Do temporary users cost extra?** No. Users are unlimited on every plan, with no per-user fees. - **Can the Admin role expire?** No. Give consultants a different role. - **Can I extend their access?** Yes. Change the expiry date in **Roles** on the **Users** page. - **Can I see what the consultant did?** Yes, in Merge History and the Audit Log. ### Next up [Roles and Permissions Decide what each person can see and change in Dedupely, with built-in roles or your own.](https://dedupe.ly/knowledge-base/roles-and-permissions) ### Still stuck? Our team helps on every plan and during the free trial, by chat, email or Zoom. - Need help? [Talk to support](https://dedupe.ly/contact) - Questions about plans? [Book a Zoom with sales](https://meetings.dedupe.ly/meetings/gaby-salinas/kb-zoom-scheduler) - Reading this with a model? [Read this page as Markdown](https://dedupe.ly/knowledge-base/giving-a-consultant-or-agency-temporary-access.md) - Feeding it the whole site? [Read llms.txt](https://dedupe.ly/llms.txt) Behind the article ### Gaby Salinas Marketing Assistant at Dedupely Gaby Salinas came to CRM data from marketing and advertising, so she looks at duplicates from two sides: the match and merge logic behind them, and what they do to the people using the CRM, like the rep who calls a customer twice, the admin who gets blamed and the cleanup nobody wants to start. As Marketing Assistant at Dedupely, she follows how RevOps teams, end users, consultants and technical teams actually work with their data: the records they stop trusting, the workarounds they build and the moment they finally decide to clean up. What she finds shapes most of what Dedupely publishes. [Connect with Gaby on LinkedIn](https://www.linkedin.com/in/gbyslns) ### Get started for free 20 free trial merges and as much free support as you need to get your duplicates under control. [Try for free](https://v2.app.dedupe.ly/signup)[Talk to sales](https://meetings.dedupe.ly/meetings/gaby-salinas/talk-to-sales) [Or sign up with Google](https://v2.app.dedupe.ly/signup/google) Running CRM cleanup for clients? [See the Partner Program](https://dedupe.ly/become-a-partner)