Use Agent Administration to manage agents and agent groups. Users, their passwords, and levels of access must be managed to ensure the integrity of data.
You can use the Access Permissions and System Tree tabs to grant the level of access an agent has to a window. However, you can't grant access to specific fields. E.g. if an Agent has access to employees, they will see all fields on the employee record. You can't hide rate details for the user.
You can apply the same access permissions (payroll company or frequency) set in the Agent's Payroll tab to their user in Evo. To do this, enter the email address they use to log into Evo in the Contacts tab. The email address must be unique to the user. You can also enter an email for Admin users, they will have access to all payroll companies and frequencies in Evo.
Note: You will only be able to see or access this Node on the System Tree if you have Administrator access.
Create an Agent
To create a new agent, it's best to copy an existing agent if the access level will be the same. To do this:
Log in as an Administrator.
Go to Access MicrOpay Evo Administration, Agent Administration, Agents.
Right-click on the agent you want to copy.
Select Copy.
Enter the Agent Name. This is the username the user will use to log in.
Enter the New Password and Confirm Password on behalf of the user.
Complete any required fields on the General, Contact and Address tabs.
To apply Agent permissions from MicrOpay to Evo, enter E-mail on the Contact tab. The email address that you enter is the email address they use to log into Evo and needs to be unique for each user.
On the Options tab, select Agent can Change Password and Agent must Change Password on Next Login, if you want to force the user to change their password when they first log in. You can also select:
Agent must Change Password Every x Days. This forces the agent to change their password regularly. If selected, enter the number of days.
Allow IQ SQL Statement Editing. The Agent will be able to add their own IQ reports. IQ reports are written in SQL, so we recommend that only users with SQL knowledge create or modify reports.
📌Note: Our Support team can help with report-related issues but cannot assist with writing SQL code. If you need help creating a new report, our Professional Services consultants can assist as a chargeable service.
Allow Employee Code Change. This allows the user to change the Employee Code by adding an addition icon next to the employee code. In an Australian database, care should be taken when changing employee codes, as it can create multiple Income Statements in MyGov. See change an employee code.
Restrict Employee Details to View Only. Select this if you want the user to view the employee record but not edit.
Lock Agent is used when you want to stop the user accessing the database. You would select this when the user is no longer in Payroll.
On the Payroll tab select which Locations, Payroll Company and Pay Frequency the user has access to.
The Payroll and Access Permissions tabs will not appear if the user belongs to a Group.
Use the Access Permissions tab to grant or remove Add, Edit, Delete or Access to particular MicrOpay functions. By default, permission is set at a higher level and flows down, you can also set permission at a lower level.
Use + (plus sign) to expand the functions.
The checkbox will display a solid colour with a dash or a tick when the agent has permission.
The checkbox will be unticked or blank when access has been removed.
Click on the System Tree tab to create a custom version, allowing the Agent access to the required nodes. This simplifies the display and navigation of the system tree and prevents unauthorised access to transactions, reports, etc. Once you vary the system tree, it becomes independent, and changes made at higher levels will not be reflected.
Click on Default, and the other buttons become available.
Use + (plus sign) to expand the functions.
To remove a node, highlight it and click Delete (red box with a white dash).
To move or reorder nodes, highlight the node and use the Up and Down buttons (blue box with white arrows).
You can also drag nodes to a new location. And use the Copy and Paste functions.
Click OK to save.
You can now manually contact the user and let them know their username and password.
Download the following documents for further details on Agent Setup: