Admin users can manage accounts for other users from the User Accounts form. You can maintain access rights and user-level configuration.
Create a user account
To create a user account in Access Charity CRM, you need to add them via Access Evo. To do this, follow the steps below.
Click the members
icon then click Add.
Click Add then click Using an email address.
Select Add members individually then enter the relevant details.
Click Add then ask the new user to log into Access Workspace.
Click the members
Click Manage Roles then, next to Access Charity CRM, click Manage 2 Instances.
Select a basic permission level for Live and Train then click Save changes.
📌 Note: Username acts as the primary key to most user functions, and cannot be changed after creation. If a users' name has been updated and the account needs changing, deleting the account within CRM then removing and adding the permission levels under Manage Roles will generate a new Charity CRM account with an updated name. Permissions will need to be re-applied to the new account.
Add permissions
Most areas of the system have three access levels:
Read | Users can read records but don’t have the option to create new or edit existing records. |
Read Write | Users have access to all main functionalities including the ability to create a new or edit an existing record. |
Admin | Users have Read Write access, along with additional admin functions, including deleting records. |
For more information, check our permissions guide.
To add permissions to a user account, follow the steps below.
Click Admin then click Accounts.
Select the relevant employee then click Permissions.
Click the plus icon then click Add.
Select the relevant permission level then click Select.
Remove permissions
If you need to remove a user's permissions, follow the steps below.
Click Admin then click Accounts.
Select the relevant employee then click Permissions.
Next to the relevant permissions, click the three-dot menu then click Delete.