If you are an Access Evo administrator, you can add and manage user access to Access PaySuite in a few simple steps.
đNote: If a new user cannot find their signâup 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
Log in to Access Evo.
Click Members in the top rightâhand area.
On the right, click Add and choose one of the following options:
Add members individually - Enter the userâs 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.
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:
From the Members area, select the threeâdot menu beside the userâs name.
Click Manage roles.
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.
User Add Only - When users log in, they are shown the available schedules and can select one to complete the Direct Debit signâup process using Create Customer and Create Contract. This role appears as Client Add Only.
User View Only - Provides readâonly access to the Contracts tab, allowing users to view payer and contract information without making changes, and appears as Client View Only.
Click Save changes.
Click Confirm, then Close.
The userâs Access PaySuite roles have now been updated.