Skip to main content

Configure new Screening Brands and Workflows for Users to use

This article explains what to do if, when trying to raise a screening request for an Applicant, there are no options to select from Brand And Workflow or the field displays No Access to Record and Saving appears at the bottom of the screen

Terence Cassidy avatar
Written by Terence Cassidy
Updated over 3 weeks ago

If none of the Brands are visible in Access Recruitment CRM, or if you add new Brands in Access Screening:

Give the API User access

  1. Go to the Access Screening tab in Access Evo.

  2. Click on the Configuration option.

  3. Then click on Users & Permissions option.

  4. Click the Edit button for the API CRM User.

  5. Scroll down to the Brands heading.

  6. Tick the brands that the user should see.

Give a user access

  1. Go to the Access Screening tab in Access Evo.

  2. Click on the Configuration option.

  3. Then click on Users & Permissions option.

  4. Find the user.

  5. Click the Edit button.

  6. Scroll down to the Brands heading.

  7. Tick the brands that the user should see.

Giving access via Brands

  1. Click on the Configuration option.

  2. Click the Brands option.

  3. Select the Active Brands tab.

  4. Find the Brand you want to edit.

  5. Click the Edit button.

  6. Scroll down to the Access heading.

  7. Tick the users that should see this Brand.

Related Articles
Set up or change the KPI report
How To Create or Edit custom column fields
Unable to invite new user due to email domain whitelisting in Access Evo
EVO Feeds - Release Notes - FY25 Q1
Rota Workflow - Release Notes FY25 Q4
Did this answer your question?