⚠️Warning: Avoid changing roles to user before the link between Access Care Planning and Access Evo is created. Assigning a role to a member will lead to duplicating the user within the Access Care Planning system. The link will automatically assign the 'user' role.
Create an Access Evo user
The first step would be to invite the user to Access Evo, if the member has already been invited and they can log into Access Evo you can skip the below and move to Linking Access Care Planning.
This can be done by following these steps:
📌Note: Your Access Evo Admin will need to do this.
Log in to Access Evo.
Click the members icon.
Click Add, then choose the relevant option.
If required, enter a message, then click Add.
Add members individually - Use this option to enter the name and email address of each member individually.
Add members in bulk - 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.
The new member receives a signup email and can set their new password and log in.
📌Note: We recommend that you invite only users with an email address.
Once the above has been completed you'll need to check if the user has web access turned on in Access Care Planning. If this is set to no they will not be able to log in and take the following steps. To check this please follow this handy guide.
Linking Access Care Planning
📌Note: This needs to be done by the user who's trying to link the accounts.
Go to the Access Care Planning website, cloudx.mobizio.com.
🤓Tip: Replace 'x' with cloud number.
Enter your Access Care Planning username and password, then click Sign in.
📌Note: This is not your Access Evo username or password. If you are unsure about your username, ask a Tenant Administrator within your organisation to provide this for you. If you need help resetting your password, take a look at our password reset link article.
You'll be greeted with the Access Care Planning Wizard.
If the Access Care Planning Wizard comes up, go to step 5. If not, take a look at our missing Access Care Planning wizard article
Click I've previously signed into Access Evo.
You'll then be asked to log in to Access Evo.
🤓Tip: If the displayed email is not yours, click Sign in with a different account and continue to log in with your Access Evo email address.
Unlink an Access Evo account
Your email address links Access Care Planning to Access Evo. If you wish to update the email addresses associated with Access Care Planning or Access Evo, you must first unlink the accounts, update the email address, and then link the accounts again.
If you are trying to change the linked account email address, please raise a new case and provide the following information:
The name of the User and their Access Care Planning Username.
The email address which needs to be unlinked.
The correct email address that should be linked.