Access Identity is the Access Group’s centralised login and identity‑management system. It provides a single, secure way to access all Access applications, including Unleashed. As part of Unleashed's migration to Access Evo, all users and partners must transition to Access Identity to stay compliant with the latest authentication and access‑security standards.
Going forward, your Evo Partner Account becomes your central hub for accessing all client accounts you support and managing your partner admin. The Partner Portal remains accessible for two specific tasks in the interim: the Resources tab for managing logos, marketing materials, and My Invoices. Everything else moves to Access Evo.
Benefits of Access Evo as a Referral Partner
Demo the latest features
Make sure you’re showcasing great new features such as the Warehouse Management App, Analytics and many more to come! Lean into AI features Copilot and Feed to find information fast, support day-to-day stock decisions and work from a prioritised task feed that surfaces the most important inventory jobs, e.g. low stock alerts, re-forecasting reminders.
Stronger security with modern authentication
Say goodbye to client-specific usernames and multiple logins. Your Evo Partner Account is your central home base for everything you need.
Built on Access Identity, Evo Partner Accounts give you improved security, consistent login standards, and a future‑proof authentication experience.
Cleaner, organised access to every client
All client accounts you support are linked to your Evo Partner Account, giving you structured, reliable access and no more disconnected logins.
Because Access Evo uses Access Identity, your login experience aligns with all other Access Group applications. The possibilities are endless!
Access Evo replaces the need to store or request individual Unleashed credentials for each client. No more managing separate Unleashed logins!
Set up an Evo Partner Account and access client accounts
Step 1: Create your Evo Partner Account
Your Unleashed clients are already on Access Evo. This step is about getting you set up in Access Evo, too, so you can access their accounts and showcase the full Unleashed experience to prospects:
Register for a new account.
Once registration is complete, your Evo Partner Account is created and active. As before, the client referral link functionality and the Org Switcher are ready to use.
If you only refer clients and don’t access their Unleashed accounts directly, you don’t need to take any further steps for setup. Your referral link and commission tracking continue as normal once your Evo Partner Account is created.
Step 2: Access Unleashed client accounts
The Org Switcher feature in Evo Partner Accounts is your primary navigation tool for moving between client accounts in Access Evo. It sits in the top-left of your Access Evo account and lists all client organisations you are a Partner User of. Click any client name to access their account.
Key features
An unlimited number of clients are supported.
One-click switching between accounts.
No need to log out and back in.
Clients are listed in order of most recently accessed.
Important: The Org Switcher only shows accounts where you are formally added as a Partner User. If a client account is missing, see Being added as a Partner User below.
Regional Evo Accounts
There are four distinct regional Access Evo domains:
UK
APAC
EU
US
All Unleashed accounts within Access Evo and the Access Evo Mobile App will be managed within the UK domain.
Create and set up client accounts with Access Evo
Use the Add Client function in your Evo Partner Account to create new client accounts. This replaces the previous Partner Portal workflow and automatically places new accounts in the correct plan and subscription billing model. We will confirm the exact location of this in-app link once.
There are two ways to create a new Unleashed client from the Evo Partner account, depending on when you want to involve your client.
Option 1: Partner sets up the account before handing it to the client
Use this option when you want to build out the account: connect integrations, configure settings, populate data, before handing it to the client. Your partner email stays as Partner User on the client account and continues to appear in your Org Switcher.
Important: Because your Partner email is already registered as a Referral Partner account, you cannot use it as the Account Owner for a client account. You will need a secondary email address you have access to as a placeholder during setup.
In your Evo Partner Account, use Add Client and enter your secondary email as the Account Owner.
Open the invite email sent to that secondary address. Use a different browser or an Incognito window to avoid Evo session conflicts.
Sign up via Access Identity using that secondary email. This creates the client's organisation in Access Evo.
Log in as the Account Owner and set up the account: configure settings, connect integrations, and populate demo or starting data.
Subscribe to the plan and pay when ready. You can do this before or after inviting the real client.
Invite the real client as a user from within the account. This will also add the user as a member to the Access Evo organisation.
The client receives the email invite, accepts it by clicking the link available, and signs up via Access Identity.
Contact Support and request that the client's Unleashed account's Account Owner, and Access Evo organisation's Administrator role be changed from your secondary email to the client's.
📌 Note: Subscription is only possible after creating the client's account in point 3; after the invite link has been opened and signed up via Access Identity.
Option 2: Client is involved from the start
Use this when the client is available and can respond promptly.
In your Evo Partner Account, use Add Client and enter the client's email as the Account Owner.
The client receives an invite link and has 7 days to accept it and sign up via Access Identity. After the client has signed up via Access Identity, their Unleashed account and Access Evo organisation will be created.
Subscribe to a plan and pay either before or after the client completes their Unleashed account set-up and configuration.
You, as the Referral Partner, will be automatically added as a Partner User to the client's Unleashed account, and they will appear in your Org Switcher.
If 7 days pass without the client completing sign-up, the invite link expires, and no account is created. To generate a new link simply follow the Add Client steps again with the same details; a new 7-day invite link is generated and sent. There is no limit on how many times you can do this.
User management
Being added as a Partner User
Partner Users appear in the Partners section of a client’s Users list in Settings > Security > Users. Partner Users have Superuser-level access and do not consume a licence seat.
For a client to appear in your Evo Partner Account's Org Switcher, you must be a Partner User on their Unleashed account. How this happens depends on how the account was set up:
Unleashed Account created via Evo Partner Account's Add Client flow: You’re automatically added as Partner User.
The client created their own Unleashed account: Provide our support team with the client's Unleashed Account Name and your registered Partner Account email and we’ll add you as Partner User. Alternatively, the client can invite you via Settings > Security > Users > Invite User using your registered partner email.
Existing Unleashed account where you’re already a Partner User: Partner access is retained through the client's migration to Access Evo. Their account will appear in your Org Switcher automatically.
Existing Unleashed account you accessed via Partner Portal only (no formal Partner User invite): That account won’t automatically appear in your Org Switcher. Provide our support team with each client's Unleashed Account Name and your registered Partner Account email, and we’ll add you as Partner User. Alternatively, each client can invite you via Settings > Security > Users > Invite User using your registered partner email.
🤓 Tip: If your name appears under Users instead of Partners, the client invited your personal email rather than your registered Partner Account email. To resolve this, ask them to delete the user and resend the invite with the correct email.
For more details on Partner Users, see Account Owner, Superusers and Partner Users.
Removing a Partner User
Two steps are required to ensure access to all Access Products of client is removed for a Partner User; removing them from Unleashed alone does not revoke access to other Access Evo products, such as Warehouse Management App or Prospect CRM.
To remove a Partner User:
In Unleashed, the Account Owner must go to Settings > Security > Users > Partners, on the action cog icon, select Remove. This step removes the Partner User's Unleashed access.
Contact our support team to remove the Partner User from the client’s Access Evo organisation. This step revokes access across all Access Evo Products.
Changing account ownership
Changing the Account Owner in Unleashed is a process that can only be completed by our support team.
Changes or transfers of account ownership in Unleashed will not automatically update the same member's role in their Access Evo workspace; the Access Evo workspace has its own owner record. If you need full ownership alignment across both systems, contact our support team.
Important: Unleashed and the Access Evo workspace are separate systems.
Any change you make in one does not automatically update the other. This applies to every user action: adding, removing, or changing ownership. Always action in both systems.
Partner Portal: What it's still used for
While Access Evo is now your primary workspace, the Partner Portal remains accessible for two things in the interim:
Resources tab: Logos, marketing assets, partner guides. A new permanent home is in development; we’ll update you when it’s ready.
My Invoices: Temporarily not available in the Access Evo view. Open the Partner Portal in a separate browser tab to access it.
Partner Portal: unleashedsoftware.com/partners/portal/
Demo accounts and existing data
Existing demo data cannot be bulk migrated between accounts. Instead, you will need to migrate any available data using the Export and Import functions available.
Quick start: Import Master data
Export Products, Customers, and Suppliers as CSV from your existing account and import them into your new Evo Partner Account or Unleashed trial. This gets your new trial operationally ready with your key data in place.
Once your Products, Customer and Suppliers have been imported, open transactions can be exported from your existing account and imported to the new Access Evo Unleashed account, too.
For more details, see Import Data to Unleashed.
Reporting continuity: Import historical sales with BI Vision
If you use BI Vision and want period-over-period reporting continuity in your new account, BI Vision includes an “Upload Historical Sales Data” feature. This accepts CSV uploads of historical Sales Orders, Sales Invoices, and Credit Notes to populate BI dashboards.
📌 Note: Completed non-sales transactions cannot be migrated via CSV or bulk import; they would need to be recreated in the new account.
Notes on BI Vision historical upload:
All referenced customers and products must exist in the new account at least one hour before uploading.
Each upload replaces previously uploaded historical data; always submit the full dataset.
Transactions older than 1st January 2015 will not import successfully.
Frequently asked questions
Will my clients lose access during migration?
Will my clients lose access during migration?
No. Your clients are already on Access Evo or are being migrated now. Their data, features, and user permissions carry over intact. Clients who see the migration banner are prompted to complete a 2-minute setup; if they don’t complete it within 2 weeks, migration is enforced at their next login.
Do I need to do anything about my clients’ migration?
Do I need to do anything about my clients’ migration?
No. Client migration is handled separately. If a client asks about the banner they’ve seen, reassure them it’s a simple 2-minute update that doesn’t affect their data or features. Details on the migration process can be found here: Migration process for Access Evo.
A client account isn’t showing in my Org Switcher.
A client account isn’t showing in my Org Switcher.
You haven’t been added as a Partner User on that account. Ensure the client has invited your registered Partner email, and contact support if the issue persists.
Do I need to act on anything in Access Evo when I add or remove users in Unleashed?
Do I need to act on anything in Access Evo when I add or remove users in Unleashed?
Yes. Unleashed and Access Evo workspace are separate systems and do not sync user management automatically. Any user addition or removal, including Partner Users and account owners in Unleashed requires a corresponding change in Access Evo workspace membership.
Will my referral tracking and discounts still work?
Will my referral tracking and discounts still work?
Yes, tracking and discounts are fully preserved. Your referral link and all billing tracking are unchanged. Referral partner discounts are auto-applied via billing flags on registration, exactly as before.
What if I don’t need to actively support clients in Unleashed?
What if I don’t need to actively support clients in Unleashed?
If you only refer clients and don’t access their Unleashed accounts directly, you don’t need to take any action on Partner User setup. Your referral link and commission tracking continue as normal once your Evo Partner Account is created.
Where do I find partner marketing resources?
Where do I find partner marketing resources?
Partner marketing resources remain in the Partner Portal Resources tab for now. A permanent home in Access Evo is being built and we’ll communicate it when it's ready.
Who do I contact for help?
Who do I contact for help?
For assistance with technical queries or troubleshooting, contact the support team at [email protected]. For anything else, contact [email protected].