To create a new user, you need to invite them to Access Evo. If the member has already been invited and can log into Access Evo, move directly to activating Access Care Rostering. The following steps can guide you through this process.
Create a new user
The new user needs to be added to Access Evo, where they'll be sent an email to join. Your Access Evo administrator must carry out this process.
Log into Access Evo.
In the top right corner, click the members icon.
On the right, click Add, then choose one of the following options:
Add members individually.
Add members in bulk.
Click Add.
The new member receives a signup email, and they can then set their new password and log in.
Activate Access Care Rostering
After adding the member to Access Evo, you'll then need to activate them on Access Care Rostering. This is done through Access Evo and needs to be done by your administrator.
In the top right, click the Members icon.
Then search for the relevant member.
Click the three dots in the top right of the member's name card.
Click Manage Roles.
For Access Care Rostering, select either User or Administrator from the drop-down.
Click Save.
Set the user permissions
You'll then need to change the user permissions in Access Care Rostering. To do this, follow these steps.
Click Settings, then Other.
Click Profile & Users, then Users.
Select the relevant user, then click the Profile Details tab.
On the module and function drop-down, remove No Access.
Select the blank option, then click Save.