To add a new user to Access APS Online, please follow the steps below:
Step 1 - Create the new user in Office 365 and Fee Earner Console
Ask your IT to create the new user in Office 365 as usual. The user will need to know their Full Name and Office 365 Email address, and have chosen their password.
Create the new user in APS Fee Earner Console, Fee Earner Rates, JOE Admin, etc as usual.
Step 2 - Log a support case requesting the new user to be set up in the Access APS Online Environment
Use the Create Case link at the bottom of this article to log your support request. Please provide the details below to get the new user set up and linked to your Access APS Online site:
First Name
Last Name
Email address (This is the user's Office 365 email address and must be using the same domain name.)
Note: Please advise if the new person will be working outside of Australia/New Zealand, as an extra step will need to be completed by the tech team to Whitelist their IP Address.
Step 3 - APS Support will advise when this part of the setup is complete
We will provide you with the new user's APS Login Name. This exact Login Name must then be updated in the Fee Earner Console for the new user:
Step 4 - Create the New User in Access APS Online/Settings
Go to Settings under your name in the top right-hand corner of the screen:
Expand Users and Groups and choose User Management:
Click on the New button:
Complete the New User form with the appropriate details.
Tick the option Is an Active User.
If it's appropriate, also tick the option Is an Administrator
Select Do not Create this user in Office 365.
Under the Groups heading, tick the appropriate User Group for the new user.
5. Select Done when completed
Step 5 - Run through the Access APS Online User Configuration Guide for New User
An APS Support Analyst will contact the new user to run through the configuration as per the article: Access APS Online: New User Configuration Guide.
Please create a case online referencing the title of this article and advise if you would like to request a new user or to remove a user and include their first name, last name, and email address so we can assist you further.