Manage users and groups
Quickly and easily manage or create users.
By Terence1 author20 articles
- Create a new role and assign itThis article explains how to create a new role in Access Recruitment CRM and to then assign users to it.
- Manage users in Access Evo (formerly Access Workspace)You can add, change, or disable a user of Access Recruitment CRM in Access Evo (formerly Access Workspace).
- Provide a consultant with access to view all sectorsIt is possible to provide a consultant or user with the ability to view all sectors available on the system.
- Standard roles for users and changing who has access to themThe standard user roles in Access Recruitment CRM are detailed below:
- Change a users login/account email addressThis article explains how to update the email address someone uses to log in to Access Evo and Access Recruitment CRM.
- Not Able To Access Recruitment CRM - Access DeniedWhat to do if a new user is not able to get onto the Recruitment CRM and gets the error: Message "Access denied - Signing in to this application requiresā¦
- View another users notebookThis article explains how a user (consultant) can view someone else's notebook.
- View All Applicants on the Main IndexLearn how to view all applicants instead of only your own in the Applicants section.
- Unable to save Applicant records - Needs a sectorTrying to add new applicants to the system but am unable to save them but get an error message about needing a sector.
- How to create a report to show how many Placements added per consultantThis article explains how to create a report to display how many Placements have been added to the database, per consultant.
- How to disable user accountsThis article explains how to deactivate users who have left the business.
- Member of the Administrator Group doesn't have Administrator rightsThis article explains what to do if you are in the Administrators group but do not have the same access as the other administrators.
- How do I change mail settings for the Admin account?The steps below will show you how to update the admin eMail account settings if functions that rely on the Admin account having a working eMail address have stopped working.
- Filter A Consultants ItemsYou can easily narrow a list of items (e.g. Applicants) to those owned by yourself - see below:
- Master Key error when trying to save User PreferencesWhen trying to save user preferences we get the error: Before you can save this record Please create a master key in the database or open the master key inā¦
- Share my diary with other usersThis article explains how to share you diary with other users.
- Does disabling an account remove data from the system?Disabling the account of somebody that has left the business, does not affect the data in Access Recruitment CRM.
- How do I make a User Inactive?To make a user inactive please follow the steps below:
- Prevent users from accessing or viewing Stored DocumentsThis article explains how to limit access to stored documents in Access Recruitment CRM.
- Set Ready for Billing permissionsThis article explains what to do if the Mark Ready for Billing option is no longer visible in your profile.