Access REC Consolidated

This article explains how to create a new role in Access Recruitment CRM and to then assign users to it.

Create a new role and assign it

You can add, change, or disable a user of Access Recruitment CRM in Access Evo (formerly Access Workspace).

Manage users in Access Evo (formerly Access Workspace)

It is possible to provide a consultant or user  with the ability to view all sectors available on the system.

Provide a consultant with access to view all sectors

The standard user roles in Access Recruitment CRM are detailed below:

Standard roles for users and changing who has access to them

This article explains how to update the email address someone uses to log in to Access Evo and Access Recruitment CRM.

Change a users login/account email address

What 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 requires…

Not Able To Access Recruitment CRM - Access Denied

This article explains how a user (consultant) can view someone else's notebook.

View another users notebook

Learn how to view all applicants instead of only your own in the Applicants section.

View All Applicants on the Main Index

Trying to add new applicants to the system but am unable to save them but get an error message about needing a sector.

Unable to save Applicant records - Needs a sector

This article explains how to create a report to display how many Placements have been added to the database, per consultant.

How to create a report to show how many Placements added per consultant

This article explains how to deactivate users who have left the business.

How to disable user accounts

This article explains what to do if you are in the Administrators group but do not have the same access as the other administrators.

Member of the Administrator Group doesn't have Administrator rights

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.

How do I change mail settings for the Admin account?

You can easily narrow a list of items (e.g. Applicants) to those owned by yourself - see below:

Filter A Consultants Items

When 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 in…

Master Key error when trying to save User Preferences

This article explains how to share you diary with other users.

Share my diary with other users

Disabling the account of somebody that has left the business, does not affect the data in Access Recruitment CRM.

Does disabling an account remove data from the system?

To make a user inactive please follow the steps below:

How do I make a User Inactive?

This article explains how to limit access to stored documents in Access Recruitment CRM.

Prevent users from accessing or viewing Stored Documents

This article explains what to do if the Mark Ready for Billing option is no longer visible in your profile.

Set Ready for Billing permissions

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Manage users and groups

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Recruitment Agencies

Access Recruitment CRM

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