If you're an Access Evo administrator, you can add new users to Access PaySuite DDCMS in just a few simple steps. To find out how, watch our quick video.
đNote: If a new member can't find their sign-up email, you can resend it. If they still don't receive an email, please check with your IT team that [email protected] is whitelisted for them.
Add a new user
Log in to Access Evo.
Click Members in the top rightâhand area.
Select 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 can provide their details when they receive their activation email.
Optionally enter a message, then click Add.
The new user receives an activation email where they can create a password and log in.
Assign a DDCMS roles
Once the user has accepted the invitation and activated their account:
From the Members area, select the threeâdot menu beside the userâs name.
Click Manage roles.
Under DDCMS, select the role you want the user to have:
Administrator â Full access to all data, including bacs reports and the reporting suite. Displays as ClientAdmin.
User â Can add customers and update customer details. Displays as ClientUser.
User Add Only - Can select a schedule and complete the Direct Debit sign-up process. Displays as Client Add Only.
User View Only - Read only access to the Contracts tab, Users can view payer and contract information but can't make changes. Displays as Client View Only.
Click Save changes.
Select Confirm, then Close.
The userâs DDCMS roles have now been updated.
đNote: DDCMS requires the appropriate roles to access the platform. If additional access is needed, or if certain areas of DDCMS can't be accessed, update the user's role in this section.