If you use the CRM through Access Evo, your Access Evo Administrator needs to manage members through your Access Evo organisation before a CRM Admin can manage their permissions in CRM. To add or remove a user's CRM access, you'll need to do so through the Members area of Access Evo.
To learn how to manage CRM specific user permissions, like setting a User as an Account Manager or making a user Unlicensed, see Adding Users & Settings Permissions.
Prerequisites
You'll need an Access Evo linked to your CRM
You must be an Access Evo Administrator to invite and manage members in your Access Evo orgainisation.
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 from noreply@accessacloud.com, inviting them to Access Evo, they'll need to follow the steps in this email before they appear as a user in the CRM.
This step is crucial for ensuring the user's account is correctly set up and visible 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.
🤓 Tip: If the user still doesn’t appear, try clearing your local cache or refreshing the application to ensure updated user data is displayed. And verify that the CRM access role has been assigned to the user in Access Evo after their sign-up process.