Access REC Consolidated

When an issue you have raised is identified as a bug, this is what happens next.

What happens if a bug is found in Access Recruitment CRM?

This article explains what to do if some of your users can't logon as they get a message 'no available licenses'.

No Available Licences error

This article explains why consultants can only edit their own applicant actions.

Unable to edit another consultants Applicant Actions

This article explains why you are unable to edit another consultants projects.

Unable to edit another consultants projects

What to do if the Options button from the left column is missing.

Options menu option is not visible to some users

What to do if you get an Error 503 and "Service Unavailable" message when you try to access the system

Users getting 'Service Unavailable. HTTP Error 503. The service is unavailable'

This article explains what to do if users have been kicked out of Access Recruitment CRM and a 'Service unavailable' error has appeared.

Service Unavailable. The service is temporarily unavailable. Please try again later

If you can only see your own Applicants, Clients, Jobs and Contacts - but would like to see newly added Applicants and Clients of other users, see below:

Viewing recently added Applicants and Clients

Can we see recently deleted records or who deleted a record?

Is there a way to see which records have been deleted

Do you need to make your attributes accessible to users within different sectors in Access Recruitment CRM? Read on to find out how to do this.

Assign or unassign attributes from sectors

This article explains how to hide a confidential or security restricted record or a record that cannot be deleted.

How to prevent access to restricted records

This article explains what would grey out the interview confirmation option, even if interview has been logged.

Interview Confirmation option is greyed out

This article explains how to add or change custom fields on Applicant (Candidate), Client, Contact, Job, and Placement record and what to do if the new fields do not appear…

How To Create or Edit custom column fields

If you have overlapping text on the tabs, are not able to see and use any of the buttons on jobs or records, or records with long titles are pushing…

Overlapping text, can't use some buttons under summary card in system

Learn what to do if you cannot view certain records that other users or consultants can see.

Gain Access to Records You Cannot See

The purpose of this article is to list the range of Access Evo apps that you can add to your dashboards for Access Recruitment CRM

Apps available in Access Evo

Does RDB Mobile app work with Access Recruitment CRM?

Is RDB Mobile compatible with Access Recruitment CRM?

This article explains what to do if no Applicant/client/job/placement/project records not showing for all users.

No applicant / client / job / placement / project records are showing for any user

When in documents spell check does not work, you have to manually select spell check each time you go in - Is it possible to turn on spell checking.

Spell check of documents

You can upload the following file types to stored documents:

Which file types can I attach as Stored Documents?

What to do if you are unable to create a support case for the product even though you are on the product entitlement.

Unable to create a support case despite being on the entitlement

This article explains what to do if you get an error when trying to invite new users.
You must enter an email address allowed by the Email Domain Whitelist.

Unable to invite new user due to email domain whitelisting in Access Evo

What to do to resolve the Object ID showing instead of the primary email address for candidates.

Primary eMail address shows Object Id instead of the address

When sending out a CV from Access Recruitment CRM it is going as a .rtf file. Can I convert this to a .pdf file as my clients are not happy…

Convert saved CVs to .pdf when sending out

I want to delete some of the entries for Source but I can not.

How do I delete the source field

I want to know which is the correct procedure to send multiple CVs to ONE contact?

How to send multiple CVs to ONE contact

When trying to add a secondary consultant and trying to add a 50% split, I get the error message:

Before you can save this record ...
Total commission percentage must…

Total commission percentage must be less or equal to 100

This article explains how to manage purchase orders within Access Recruitment CRM.

Is there the facility to manage Purchase Orders?

Does Access Recruitment CRM have a plug-in area where we can use the same plug-ins that we use in Access RDB?

RDB Plugins

This article explains how to request a report on the status of your users MFA.

Require a report of users MFA status

You can use the Access Finance Hub to review your invoices, raise finance cases, and change the details on your account.

Use the Access Finance Hub

When trying to edit a document the error appears:
Sorry! An error occurred whilst you were using the previous page

Document Editor error

If the support engineer asks you to do a Dev Tools Trace, please follows the steps below:

Running a Dev Tools Trace

You can add a new CV to an existing applicant / candidate by following the steps below:

Adding a new CV to an existing record without re-parsing

You can see a list of all your past, pending and future interviews:

List of future interviews

The purpose of this article is to explain what Projects are in Access Recruitment CRM and how they can be used.

Projects

It looks like there is an outage on Access Recruitment CRM as users aren't able to access the system.

Outage

This article explains what to do if you are not able to connect to Access Recruitment CRM with Google Chrome browser - Users getting a blank white screen.

Getting A White Blank Screen When Trying To Connect

Instructions on how to provide access to my Access Evo (formerly Access Workspace) account to someone else.

Provide impersonation of an Access Recruitment CRM account

This article explains what to do if you are asked by an Access Support Engineer to provide them with remote access to your PC or server, please follow the steps…

Provide an Access Support Engineer with remote access

This article explains what to do if you encounter the following error message in Access Evo:
Unable to load app <App Name>
This issue may be due to:
network related…

Access Evo "Unable to load app" error message

Due to staff changes, I need to amend my Access Recruitment CRM licences.

Need to adjust the licences I have

This article explains why users will be logged out of Access Recruitment CRM when trying to view a pop up window in the system.

Users being logged out when trying to view a pop up window

This article explains what to do if you will be transferring to a different CRM system and need a copy of all your information / data.

Leaving Access - need copy of all my data

I am unable to edit the position attribute for Job and Placement.

Edit Position Attribute

This article explains what the different payment types are in the system and how they are used.

Different payment types in the system

If you need to see the Scheduling and Contract Job Manager data for a particular sector, see below.

Filtering in Contract Job Manager

This article explains why list values that have a system code can not be deleted.

List values with system codes can not be deleted

This article explains which phone number will appear in the Summary Card.

Phone number used on record summary card

We copy and paste the content of a CV into a Word document with our company header and then save it to the system. We go to view it via…

Images in Document Viewer are cut off but show properly in Document Editor

I have created a list of values set as Yes/No/Not Applicable. Can they display in that order in the dropdown instead of "Yes" "Not Applicable" "No" (Alphabetically?)?

List of Values display order

This article explains how to find out more about MFA or 2FA and how it is used in Access Recruitment CRM.

MFA (multi-factor authentication) or 2FA (Two-factor authentication)

This article explains how to find out who was the last person to update a record.

Need to know who updated a record

To remove someone from a sector, follow the steps below.

Remove a sector from a person

It is not possible to undelete data when it has been deleted from the system.

Undoing a deletion

This article explains how you can add, change or delete a Client Exclusion Type.

Exclusion Type dropdown

This article explains how you can add, edit, change or delete items from a lookup list.

Editing or amending lookup lists

This article explains what Flag Text is, where it can be found and how to use it.

What is Flag Text

This article explains where to find Time Willing To Commute and how to use it.

Time willing to commute

Use this article to learn how to send interview confirmation emails to applicants and client contacts.

Send an Interview Confirmation

This article explains how to consolidate interview confirmations so you send 1 eMail to the contact with several interview confirmations.

Send a contact one email with multiple interview confirmations

The purpose of this article is to explain what Favourite Attributes are and how you can use them.

Favourite Attributes

Terence Cassidy

Support

🔧Status Dashboard

Recruitment Agencies

Access Recruitment CRM

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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