Note: Only administrators can manage permission levels. When you invite new members to Access Evo, depending on your setup, you can either use an email address or username to log in.
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Members that you invite to Access Evo can make the most of the features, tools and apps available to them even if they don't have a role for your specific Access software.
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āNote: To use usernames in Access Evo, you need to create a friendly URL.
Use an email address
To add a new member using their work email address, follow the below steps:
Click the Members icon.
Click Add then click Using an email address.
Select one of the following:
Add members in bulk | If you have a lot of members to add, use this option to enter multiple email addresses at once, separated by a comma or space. |
Add members individually | Use this option to enter the name, email address, and organisation role of each member individually. |
Note: The organisation role determines whether the new member is an administrator on Access Evo or an end-user.
If required, you can enter a personal message to include in the sign-up email.
Click Add.
Note: Users don't show in the Learning tab to allocate courses until they accept the welcome invite email.
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To see a demonstration of this process, play the video below:
Use a username
To add a new member using their username, follow the below steps:
Click Members icon.
Click Add then click Using a username.
Enter the following:
First name
Last name
Username - this must be unique
Select the organisation role.
To import a larger number of members from a spreadsheet with roles assigned, you can import in bulk.
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If a new member can't find their sign-up email, try resending it. If they still don't receive it, request your IT support to whitelist [email protected].
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If you're unable to create Evo members with Username raise a new case online and reference the title of this article.
Member roles
Once you've added members, make sure you manage member roles.
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In Access Compliance Software, administrators will assign the module permission levels required by the user.