If you use the CRM through Access Evo, you'll also need to manage users through Access Identity before an Admin can then log in to the CRM to manage further permissions. To add or remove a user from having CRM access, you'll need to do so through the Members area of Access Evo.
Follow this guide to learn how to manage CRM specific user permissions, like setting a User as an Account Manager or making a user Unlicensed.
Prerequisites
You'll need an Access Evo linked to your CRM
You'll need Access Evo Administrator permissions to follow the steps in this guide
Step 1: Navigate to Access Evo
You can get to Access Evo here, or by clicking 'My Dashboard' via the Access button in the top left-hand corner of the CRM.
Step 2: Manage Members
To manage CRM users in Access Evo, navigate to the 'Members' area of Access Evo in the top right-hand corner.
Step 3: Adding a New User
To add a new user within Access Evo, select the 'Add' button and input the User information.
You'll have the option to add users in bulk or individually.
The new user will receive an email inviting them to Access Evo, they'll need to follow the steps in this email before they appear as a user in the CRM.
Step 4: Manage Access Evo User Roles
Once you've added a new user, you'll need to give them CRM access. Do this by selecting the three dot menu on their user icon in the Members area of Access Evo and navigating to 'Manage roles'.
You can now select whether the user gets CRM access using the drop-down within the 'Manage roles' area. Select 'Save Changes' once chosen.
The new user will now appear in the Users list in your CRM for you to further manage their CRM roles and permissions. Follow the steps in this guide for more information on this.