Every Access Evo (previously called Access Workspace) user requires an assigned role to open HandiSoft programs. If a new user receives the notification 'You have no products available', an Administrator will need to assign them a managed role.
đNote: Access issues may also arise due to licensing limitations, user roles, or administrative permissions â for example, permission errors when opening specific folders in HandiSoft Online, or confusion about when Administrator login is required within individual HandiSoft applications such as Practice Manager or HandiTax.
Assign a managed role
Log in to Access Evo as an Administrator user.
Within the Members tab, locate the member and click the 3-dot menu, then click Manage roles.
From within the Manage Roles screen, locate the Products section.
Collaborate, HandiSoft Online, and Learning must each be assigned the correct permissions. From the pull-down list, choose Administrator or User.
Click Save Changes.
Click Confirm and Close to update.
The member will now have access to the applications from the Products menu. The user does not need to receive a new email invitation â they can simply refresh the page or log out and log back in to see the updated access under the Products section.
đNote: The Windows permission prompt for the Downloads folder is not required for transferring files into Document Manager. Instead, use the Watch folder workflow for file transfers.