Click on the Green + icon to open a new tab within the Access Evo workspace and add an appropriate title to the new Workspace such as Portal Users.

Click on the Add App icon and search for ARCRM Portal Account Manager, and when found, click add to Workspace.

The portal Account Manager App allows you to select the appropriate contract, so if you have access to portals on a test and a live environment, please ensure you are using the correct one. The form allows you to manage Candidates and Client Contacts. Click on the appropriate tab and enter the name of the appropriate record.

Once you have located the record, click on the Green Pencil Icon at the far right of the row.

To create a portal account, click on the create icon in the bottom right-hand corner of the popup.

Portal users can reset their own passwords on the portal, but you also have the ability to reset the password and delete the portal account from within the app once the login has been issued. The last placement date and Primary consultant will be displayed if present in Access Recruitment CRM.

Advanced Filters are available from the filter icon on the top right-hand corner of the app if you want to review larger sets of data.

Candidate – you may wish to look for Candidates who are allocated to a specific primary consultant:

Client – you may wish to look for all client contacts at a specific client:

If you have the Portal Account Manager setup, you have the ability to reset the password and delete the portal account from within the app once the login has been issued.

To delete an account:

If you are still unable to purge an account using the Portal Account Manager, please contact us via the Access Digital Assistant, referencing the title of this article.