Warning: Adding, editing, or deleting members can only be done by the Administrator in Access Evo.
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, either raise a new case, or contact the Sales Team for assistance.
You can only add new users if you are an 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.
Opening Members tab
1. Log in to Access Evo.
2. Click the Members icon on the top right corner. This will open a new tab called Members.
To manage users, click the 3-dot menu at the upper left corner of each user on the Members tab. Here you can do various things such as:
Send workspace invite.
Change member details.
Manage roles.
Get help within Access Evo
Log in to Access Evo.
Click on the question mark icon in the top right-hand corner.
Click Workspace Interactive Guide or select Get help to access our knowledge base, support, community, and events in our Customer Success Portal.
