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HandiSoft Online (on Access Evo) - Set up user roles for accessing HandiSoft programs in Access Evo

If new users receive the notification: 'You have no products available', see the steps below on how your Administrator user can assign managed roles to the new user.

Updated over a month ago

Every Access Evo (previously called Access Workspace) user requires an assigned role to open HandiSoft programs.

  1. Log in to Access Evo as an Administrator user.

  2. Select the member, click the 3-dot menu, then click Manage roles.

    Manage Roles in Access Evo
  3. From within the Manage Roles screen, locate the Products.

  4. Collaborate, HandiSoft Online, and Learning must be assigned with the correct permissions.

  5. From the pull-down list, choose Administrator or User, then click Save Changes.

    Manage Roles in Access Evo
  6. Select Confirm and Close to update.

  7. The member will now have access to the applications from the Products menu.

    HandiSoft Online in Products in Access Evo
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