β οΈ Important: In order for a new user to access Access Recruitment CRM, they need to be set up in the member's area within Access Evo.
To create a new account for a new Access Recruitment CRM user an Access Evo user with Administration rights will have to:
Once the user accepts the invitation you will need to set their role in Access Evo.
Go to Access Evo
Click on the members tab (2 person tab
)
Click the Three dots on the top right of the members card
Click Manage Roles
Next to Recruitment CRM change the list entry to User
Click Save Changes
If the user is still unable to see Access Recruitment CRM, then if the user logs out and back in again the role should apply correctly or if that doesn't work removing and then re-adding the role will do it
β
π Note: If additional licenses are needed, please contact your Account Manager directly.
