If the user is not registered for Access Evo, then follow the steps in the article Access Evo: Add new members . Once they are a member, they can be managed via the process below:
Go to Members and search for the user.
Click on Actions.
Click on Manage Roles.
Select the level of access to give for the Financials database and other modules.
Administrator and User base their access on the Security Profile (see article Security Profiles for more information).
Approver allows them to access invoices via the Approve app.
Apps only allows mobile access.
No Access removes all permissions and the ability to log into the database.
Finally, click Save.