When Access Evo authentication is implemented in Access CRM, the login process will require you to authenticate through the Access Evo login page. This change ensures enhanced security and streamlined user access to the CRM system.
Key Benefits:
Improved Security: Centralized authentication helps secure user accounts more effectively.
Simplified Access: Single sign-on across multiple systems is facilitated.
Once the migration to Access Evo is completed for all users, older login systems, such as the prospect login page, will be retired.
How to Log In and use Access Evo
Step-by-step guide for logging in:
Enter Your Email: On the Access CRM login page, input your email address.
Redirect to Access Evo Login Page: After entering your email, you will be redirected to the Access Evo authentication page.
Authenticate: Follow the on-screen instructions to authenticate your Evo on the Access Evo page.
Complete Login: Once authentication is successful, you will be redirected back to the CRM.
First-Time Login Actions
You may be required to reset your password as part of the initial authentication to meet Access Evo's security protocols.
Users are encouraged to complete the migration in advance by using a banner or link provided on the login page. This allows for a seamless transition before their next login.
Post-Migration Updates
The older prospect login page will be decommissioned once all users have migrated to the Access Evo system.
Users will benefit from improved login consistency and better account security.
For further assistance or if you encounter issues during the login transition, reach out to the Access CRM support team.
