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Set up a new user for Access Document

Follow these steps to set up a new Access Document user in both Dimensions and Access Evo.

  1. Create a new user in Dimensions, and ensure the email address is entered.

    1. Depending on your version of Dimensions, you may also need to select the Access Evo user checkbox in the record settings.

  2. Create an Access Evo user with the same email address.

    1. The article Access Evo: How to add new members shows how to create a new Access Evo user.

  3. Give the new user access to Access Document.

    1. See the following article for details on giving the member access to the Document role: Access Evo: Manage member roles

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