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

📌Note: If a new user can't find their sign‑up email, you can resend it. If they still don't 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.

    • User - Provides limited access. Users can add customers and update details within the customer profiles.

    📌Note: The administrator role should only be assigned to user's who require full admin functions in the future. Otherwise, all user's should only be granted 'User' access.

  4. Under DDCMS, select the role you want the user to have:

    • Administrator – See description above.

    • User – See description above.

    • User Add Only - Users are presented with the schedules available when they log in. They're able to select a schedule then proceed to the registration form to complete the Direct Debit sign up process.

    • User View Only - Users have read only access to the Customer/Contracts panel, so they can access information on all payers and their contracts, but not edit.

  5. Click Save changes.

  6. Select Confirm, then Close.

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

📌Note: Both products, Access PaySuite and DDCMS are required to have roles to access the platform. If further access is still required or certain areas can't be reached, update the roles in this section.

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