New users
To create a new account for a new Access Recruitment CRM user, an Access Evo administrator needs to create a new user in Access Evo. Once the user accepts their signup email, you can set their Recruitment CRM role within Access Evo .
📌 Note: If you need additional licenses, please contact your account manager directly.
Add product roles to users in Access Evo
You can add the Recruitment CRM role to new or existing users within Access Evo following the steps below:
Tip: You can also amend user roles in the same way.
In Access Evo, click the members
icon.
Search for the user, then click the three-dot menu on their card.
Click Manage Roles.
Next to Recruitment CRM, from the list, select User.
Click Save Changes.
📌 Note: If the user can't see Access Recruitment CRM, ask them to log out and back in. You may need to remove and re-add the role to the user.
Disable a user
To stop a user accessing the Access Recruitment CRM system, change their role in Access Evo following the steps below:
In Access Evo, click the members
icon.
Search for the user, then click the three-dot menu on their card.
Click Manage Roles.
Next to Recruitment CRM, from the list, select No Access.
Click Save Changes.