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Manage Access Evo permissions

Manage your Access Evo (Previously Access Workspace) permissions.

Alex McGowan avatar
Written by Alex McGowan
Updated over a week ago

There are two roles that you can choose for a user's Access Evo member role:

User

Standard access to Access Evo and assigned products.

Administrator

As an Access Evo administrator, you can manage users, roles, permissions for each product, and restrictions. You can also view your user's personal information.


Assign and amend access to products

To manage a user's permissions for Access Evo or for specific products, follow the steps below:

  1. In Access Evo, click the Members image.png icon.

  2. Use the search bar to search for and select the user.

  3. By their name, click the three-dot image.png menu.

  4. Click Manage roles.

  5. Amend the permissions for Access Screening; there are three options:

    • User: This is a standard Access Screening user.

    • Administrator: This is an Access Screening system admin user.

    • Client managed: This permission only applies if you have Client Management enabled.

For more information about this feature, please refer to the Access Screening product notification Client Management.


Remove access for certain products

To remove a user's access to products, follow the steps below:

  1. In Access Evo, click the Members image.png icon.

  2. Use the search bar to search for and select the user.

  3. By their name, click the three-dot image.png menu.

  4. Click Manage roles.

  5. From the relevant product's permissions list, select No Access.

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