Robust identity management is available for the EVOLV Client Management Studio. Eligible bookkeepers, accountants and firms can request access by contacting firstname.lastname@example.org
If you manage multiple clients with multiple staff members, assigning individual credentials is a security and privacy necessity. EVOLV provides an easy way to assign each user in your firm their own credentials to access the service. This eliminates the need for shared login credentials and provides enhanced tracking and privacy to your clients.
Add Team Members
Use the settings (gear icon) to add team members (users) to your firm's profile. Enter the member's email address, name and assign the clients you wish them to manage. An invitation via email is sent to the user to establish their own login credentials.
Assign Client Accounts
Each team member can be assigned their own specific sets of clients. Clients can be managed by an individual team member, or clients can have multiple managers depending on your own firm's needs. Each team member can also be assigned unique permission levels within a client account (ranging from read-only access to full admin access).
Certain capabilities - like client and permission assignment - are available on select plans.
Once you have assigned team members to your firm's profile you can monitor activities with the audit log. This shows detailed interactions with each client profile and maintains a full history for review at any time.
Login security for each team member can be enhanced with SMS second factor authentication. Once activated, team members will receive a text message with a short PIN to enter in addition to their username and password.