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Add and manage users in Access Evo

Add a user to Access PaySuite and manage their roles using Access Evo.

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Written by Ollie Denning

If you are an Access Evo administrator, you can add and manage user access to Access PaySuite in a few simple steps.

📌Note: If a new user cannot find their sign‑up email, you can resend it. If they still do not receive an email, please ask your IT team to ensure [email protected] is whitelisted.

Add a new user

  1. Log in to Access Evo.

  2. Click Members in the top right‑hand area.

  3. On the right, click Add and choose one of the following options:

    • Add members individually - Enter the user’s name and email address.

    • Add members in bulk - Enter multiple email addresses separated by a comma or space. Users will add their details when they receive their activation email.

  4. If required, enter a message, then click Add.

The new user receives an email and can set their password and log in.

Assign Access PaySuite roles

Once the user has accepted the invite and set their password:

  1. From the Members area, select the three‑dot menu beside the user’s name.

  2. Click Manage roles.

  3. Under Access PaySuite, select the role you want the user to have:

    • Administrator - Provides full access to all areas of Access PaySuite, including customer data, Bacs reports, and the reporting suite, and appears in the system as ClientAdmin.

    • User - Provides limited access. Users can add customers and update details within customer profiles, and the role appears as ClientUser.

  4. Click Save changes.

  5. Click Confirm, then Close.

The user’s Access PaySuite roles have now been updated.

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