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User not able to see the Compliance Software tab

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Written by Huzayfah Patel

Once logged into Access Evo, open the Access button to see the available products and do not see the Compliance Software badge, or if you can see the badge, after clicking on the badge the tab is not loading or is blank, please check the following:

  • User was created before the upgrade - check that the user has completed the upgrade wizard to connect the Compliance Software tab to their Evo account. See our upgrade Wizard guide.

  • User was created before the upgrade into Evo but has completed the upgrade wizard - check that they have Admin or user access in the Member tab - see our guide on Manage member roles

  • If a new user - check the permission is set to user/admin for the product under Manager member roles.

Please also ensure that Module Permissions are assigned to the user so that they will be able to see tasks that have been assigned to them. See how to apply Module permissions to a user.

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