Important: Adding, editing, or deleting members can only be done by the Access Evo Administrator. This can be confirmed by going to the Members tab and see if you have an 'A' icon on your name. As an administrator, you can view and manage your Access Evo members by opening the Members tab.
Before adding a new user
Confirm that you have enough Access HandiSoft Online licenses.
If you are unsure of the number of licenses you currently hold, log in to MyAccess portal to use the Digital Assistant to contact support for assistance, or contact the Sales Team.
The Members tab
Log in to Access Evo.
Click the Members tab.
Add members
From the members tab, click Add.
Add members individually or in bulk, then click Add.
The member will receive an invitation email. Ensure this is activated within 24hours.
Once activated, you can then manage the roles and permissions.
Note: Once you set up a user in HandiSoft Online in Access Evo, you cannot change the email address used for activation.
If you need to update the email address, you must add the person again as a new member in Access Evo using the new email address. They will receive a new activation email.
After they activate the new email address, you must set up two-factor authentication again for the new login details.
Add Member Roles
Once the member has activated their invitation you can assign roles.
Click the 3-dot menu at the upper right corner of the Member tile. Here you can do various things such as:
Resend the invite.
Change member details.
Manage roles.
Deactivate.
Click Manage roles and complete the settings as required, then click Save Changes.
Deactivate or Delete a user
A user/member can only be deleted in Access Workspace if they have not activated their email address.
If a user/member has activated their email address they will need to be deactivated. Once they have been deactivated the email address cannot be used for another user/member.
The Evo Administrator is to log in to Access Evo.
Select the Members tab and locate the relevant member.
Click the ellipsis button (3-dot menu) next to their name, select Manage roles and change to No Access.
Click the ellipsis button next to their name and select Deactivate, Yes.
Agree to the prompts to deactivate the user.