If you are an Access Evo administrator, you can add new users to Access PaySuite DDCMS in just a couple of simple steps. To find out how, watch our quick video.
📌Note: 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.
Login to Access Evo.
Click Members button in the top right-hand area.
On the right, click Add then choose one of the following options.
Add members individually - Use this option to enter the name and email address of each member individually.
Add members in bulk - If you have a lot of members to add, you can use this option to enter multiple email addresses at once separated by a comma or space. Users can then add their details when they receive their activation email.
If required, enter a message then click Add. The new member receives an email, and they can then set their new password and log in.
Once the user has accepted the invite and set their password, you're then able to update their user access for DDCMS.
Under the Member's area, next to the person's name, click the menu button (three dots), then click Manage roles.
On the DDCMS menu, select the role you want the person to have:
Administrator – has full access to all data, including BACS reports and the reporting suite. Administrators show as a ClientAdmin within DDCMS.
User – has limited access to the system and can only add customers and amend details in the customer profiles. Users show as a ClientUser within DDCMS.
User Add Only - Users are presented with the schedules available when they log in.
They are able to select a schedule then proceed to the registration form to complete the Direct debit sign up process by clicking on “Setup Customer Direct Debit”. User Add Only show as Client Add Only in DDCMS.User View Only - Users have read only access to the Contracts tab, so can access information on all payers and their contracts, but not edit. User View Only show as Client View Only in DDCMS.
Click Save Changes, click Confirm click Close.