User management
Resources for managing user accounts, access, and permissions.
By Emma1 author13 articles
User accounts
Manage user profiles, account access, and account maintenance tasks.
- Create a new user profileSteps to create and set up your new user profile in Access Medication Management.
- Reset passwordIn this article, we explain how to reset a password for yourself, on behalf of another user, and after migrating to Access Evo.
- Unable to log inSteps you can take to resolve login issues, including the 'Invalid token IDXxxxx. Lifetime validation failed' error.
- Unarchive a userIn this article, we explain how to unarchive an inactive user in the system.
- Deactivate a userIn this article, we explain how to deactivate a user profile when someone leaves your organisation.
- Change initials for signing the MAR sheetIn this article, we explain how to update a user’s initials for MAR sheet signatures.
Roles & permissions
Manage access levels, security permissions, and role-based functionality.
- Create a custom user roleIn this article, we explain how to create and configure custom user roles.
- Built-in rolesIn this article, we explain the permissions and limitations linked to each built-in role.
- Check and amend user role restrictions and access levelsIn this article, we explain how to check user role restrictions and amend permissions when needed.
- User missing buttons for a residentIn this article, we explain why a user may be unable to see the insert, view, or edit buttons for a resident and how to resolve the issue.
Migration to Access Evo
Guidance for account migration and post-migration user administration.
- Migration to Access EvoIn this article, we explain the migration process, logging in for the first time after, and log in options going forwards.
- Reset PIN for migrated usersSteps to reset the PIN for a migrated user in your system.
- Archive users following migrationIn this article, we explain how to archive a user after migration via Access Evo, and how to remove access from Access Medication Management only instead.