When your Unleashed account is integrated with Access Evo, user management becomes centralised through the Access Evo platform. This integration provides enhanced security and streamlined access across multiple Access Group products. This guide explains how to invite new users, manage existing ones, and help users access their accounts.
Access Evo serves as a central authentication hub for all Access Group products, including Unleashed. When integrated, all user logins and account management are handled through Access Evo, providing single sign-on capabilities and centralised security controls across your organisation's Access products.
Invite new Unleashed users
š¤ Tip: If the new user isn't a member of the Access Evo organisation yet, skip to Step 2.
Step 1: Give existing Members access to Unleashed
Even if someone is already a Member in your Access Evo organisation, new Unleashed users must be explicitly invited to Unleashed to access the application. This ensures proper role assignment and security permissions within Unleashed.
In Access Evo, click the Members icon
in the top right corner.Click on the vertical three-dot icon on the member's tile.
Select Manager roles.
Under Products, find Unleashed.
Use the drop-down menu to select "User".
Click Save Changes.
The same process applies when inviting new members and users to other Access Products, such as CRM and Mintsoft. For more details, see Access Evo: Manage Member Roles.
Step 2: Invite the user to Unleashed.
In Access Evo, click the Access button in the top left, and go to Products > Unleashed.
From Unleashed's main menu, navigate to Settings > Security > Users.
Click the 'Invite a User' button in the top right corner.
Complete the required user details:
First Name
Last Name
Email Address: The email address must match the existing Access Member's email address.
Department
Role: The Role Permissions allocated to a user within Unleashed directly are not affected by the permissions set for the same user in Access Evo.
Click the green "Invite" button.
š¤ Tip: Check spam/junk folders if the invitation isn't received within 15 minutes.
Step 3: User activation
When the invited user receives their invitation to Unleashed, they need to accept it to complete the invitation process:
The new user will receive an email with the subject 'Invitation to join...' from "[email protected]".
In the email, click the activation link, which is valid for 7 days.
Click "Accept Invite".
Click "Create Login".
Complete the Access Evo login:
If the user is not already a Member of the Access Evo organisation, they will be required to create a new password and verify their email address.
If the user is an Access Evo Member, they can log in with their existing Access Evo credentials.
Once completed, the user automatically becomes a Member in your Access Evo organisation (if they aren't already) and gains User status in Unleashed. The User will not automatically be invited to the other Products of your Access Evo organisation, as they're managed independently.
User Roles in Unleashed
Unleashed's User roles determine what features and functions each user can access within Unleashed. Permissions can be customised to align with specific responsibilities, ensuring users only access relevant resources, enhancing both security and operational efficiency.
To change a user's role:
Navigate to Settings > Security > Users.
Click on the "Role" field for the specific user.
Select the new role from the dropdown menu.
To manage role permissions:
Go to Settings > Security > Role Permissions.
Create new roles or modify existing role permissions as needed.
Login Processes
Unleashed logins are processed through Access Evo's authentication system. This provides enhanced security and single sign-on capabilities across all Access products.
Log in via Unleashed
Navigate to the Unleashed login page.
Enter your email address and select Next.
You'll be redirected to Access Evo's login page with your email pre-populated.
Enter your Access Evo password and select Sign In.
Unleashed will open.
Log in via Access Evo
Navigate to Access Evo's login page.
Enter your email address and select Next.
Enter your Access Evo password and select Sign In.
From your Access Evo Dashboard, click the "access" dropdown in the top left.
Select "Products" then click on the Unleashed icon.
Unleashed will open in a new browser tab.
Logout
Due to the integrated nature of Access Evo, logging out of Unleashed automatically logs you out of Access Evo and all other connected Access products, and vice versa.
To log out, click on your name in the top right corner of your Access Evo page, and select "Sign out".
Password Management
Since Access Evo handles authentication for all integrated products, password changes must be made through Access Evo to maintain security and single sign-on functionality.
Important Requirements:
Passwords must be at least 10 characters long.
Password changes automatically apply to all linked Access products.
Change your password
In Access Evo, click your name drop-down in the top right and select "My Account".
Select "Change Password" and follow the instructions.
Reset a Forgotten Password
Navigate to Access Evo's login page.
Enter your email address and select Next.
Click "Forgot your password?" under the Password field.
Click "Send Code".
Check your email for a verification code from "[email protected]".
Enter the verification code on the login page.
Create a new password and select "Set my password".