Click on the link ⏬ to skip to the section you're interested in:
⭕ Access the Members Section
To access the Members section, follow the steps below:
Log in to Access EVO with your admin credentials.
Click the Members icon located on the top right of the screen from your dashboard.
You’ll see a list of all current users.
⭕ Find and View a Member
Use the search bar to find a specific colleague.
Click their user card to open their profile and available actions.
⭕ Edit and Manage Users
Edit an Individual User
To edit an individual, follow the steps below:
Click the three-dot menu (•••) on the user's card.
Select one of the available actions:
View Member.
Resend Sign-up Email.
Manage Tags.
Change Email Address.
Change Name.
Delete Member.
Manage Roles and Product Access.
Click Save Changes.
Click the Confirm button to finalize.
Bulk Update Multiple Users
To bulk update multiple users, follow steps below:
Click on the checkboxes in the top left corner of each user's card.
Click the Add button.
Choose a bulk action:
Activate/Deactivate Members.
Assign Product Roles.
Assign Organization Roles.
Send/Resend Sign-up Emails.
Assign Tags.
Click Apply at the bottom-right to confirm the changes.
💡 Pro Tip: Use bulk actions to save time when managing large teams.
⭕ Manage Roles and Access
As an admin, you can update access for individuals or teams.
Click the user’s card.
Select Manage Roles from the dropdown.
Update their product access or organization role.
Click Save Changes, then Confirm.
⭕ Grant Administrator Permissions
To access admin-only areas of Access EVO, such as Security and Manage EVO Invites, users must have the Administrator role.
How to Grant Admin Access:
To grant Admin Access, follow steps below:
Click the Members icon.
Search for the user to promote.
Open the three-dot menu next to their name.
Select Manage Roles.
Under Organisation Role, choose Administrator.
Click Save.
⚠️ Only current administrators can assign this role to others.
🤔 FAQs
Q1: How do I check if someone is a member or pending?
Use the Search bar at the top left of the Members tab.
Apply filters using the cone icon:
Include added: shows invited users who haven't signed up.
Include deactivated: shows deactivated members.
Q2: How do I resend a signup email?
If the user has already signed in, no status appears.
Use the three-dot menu next to the user’s name and select Resend Sign-up Email.
Q3: Why do I see: “You do not currently have access to any products”?
This means the user hasn’t been assigned any product access.
To resolve:
Go to the Members section.
Search and click the three-dot menu beside the user’s name.
Select Manage Roles.
For each relevant product, assign a role:
User or Administrator
Click Save Changes.
🧠 Some products (like Access Care Planning) require additional configuration inside the product.
For example, if a Carer or Branch Admin isn’t assigned to a group, they won't see any data in EVO.
Happy Recruitment #TheVinnyWay🤩