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MyEvo and Spaces User Guide

A guide on how to organise your apps in Evo to suit your workflows.

R
Written by Roxana
Updated over a week ago

What is MyEvo?

MyEvo is the home for all Access applications. It provides a modern interface with improved accessibility, faster performance, and a sidebar that allows applications to be organised into Spaces.

Instead of navigating between multiple tabs, applications are organised into Spaces where everything needed is one click away. This approach reduces context switching and keeps critical information readily accessible.


Getting Started

How to access MyEvo

  1. Log in to the Access Evo platform using existing credentials

  2. Within the Tab Ribbon, select MyEvo

  3. The sidebar will appear on the left showing available Spaces

  4. Select a Space to view its applications in the main area

Note: All existing application access is preserved.

How to navigate between Spaces

  1. Locate the sidebar on the left of the screen

  2. View the list of available Spaces

  3. Click on a Space name to switch to that Space

  4. The main area will update to show the applications in the selected Space

The sidebar remains visible at all times, ensuring Spaces are always accessible without interrupting workflow.


Working with Spaces

What are Spaces?

Spaces are collections of applications organised for specific contexts or workflows. Instead of viewing all applications in a single list, Spaces allow applications to be grouped by purpose.

Common examples include:

  • A morning routine Space with key metrics and frequently used tools

  • A project-specific Space with relevant applications for active work

  • A month-end Space with financial applications needed during close periods

  • A management overview Space with company-wide reporting tools

Types of Spaces

MyEvo includes three types of Spaces:

Personal Spaces: Spaces created by individual users for their own needs and preferences. These can be tailored to specific workflows, projects, or responsibilities.

Shared Spaces: Spaces created and distributed by Organisation Admins to teams or departments. These enable knowledge sharing and ensure consistent access to relevant tools across the organisation.

Evo Spaces: Pre-configured Spaces provided by Access for common use cases and industry-specific workflows. These Spaces can be used immediately without requiring manual setup.


Personal Spaces

Personal Spaces allow you to create custom configurations that match your individual workflow and responsibilities.

Creating a Personal Space

  1. Click on the Add New Space option in the sidebar

  2. Enter a name for your Space

  3. Your new Space will appear in the Personal Spaces section of the sidebar

Customising a Personal Space

To add applications:

  1. Select the Space you want to customise

  2. Click on the Add App button in the Tab Ribbon

  3. Find the applications you want to add from the available list

  4. Click on Add to include them in your Space

To manage applications:

  • Click on the 3-dot menu on each application tile to see available options

  • Resize application tiles by dragging the corners or sides of the tile

  • Rearrange applications by clicking and dragging tiles to new positions

  • Remove applications by selecting Remove from the 3-dot menu

Renaming a Personal Space

  1. Click on the 3-dot menu next to the Space you want to rename

  2. Select Rename from the menu options

  3. Enter the new name and confirm

Deleting a Personal Space

  1. Click on the 3-dot menu next to the Space you want to delete

  2. Select Delete from the menu options

  3. Confirm the deletion when prompted

Note: Deleting a Space does not affect the applications themselves or your access to them.


Evo Spaces

Evo Spaces are pre-configured Spaces provided by Access that you can add immediately.

Browsing available Evo Spaces

  1. Within the sidebar in the Evo Spaces section, click on Browse Spaces

  2. A modal will open showing all available Evo Spaces

  3. Review the available Spaces and their descriptions

Adding an Evo Space

  1. Within the Browse Evo Spaces modal, select an Evo Space

  2. Click on Apply Changes

  3. The Space will be added to your Evo Spaces section in the sidebar

  4. You can now access the applications included in that Space

Removing an Evo Space

  1. Within the Browse Spaces modal, deselect an Evo Space that you've previously added

  2. Click on Apply Changes to save your changes

  3. The Space will be removed from your sidebar

Note: Removing an Evo Space does not affect your access to the individual applications it contained.


For Organisation Admins

Shared Spaces Overview

Note: Only Organisation Admins can create and manage Shared Spaces by default. Admins can delegate these permissions to other users through the Custom Roles feature. Users with the "Manage Shared Spaces" permission can perform all Shared Space operations.

Shared Spaces enable standardised configurations across teams and departments. Common use cases include creating role-specific Spaces (such as for finance teams, HR departments, or project managers) that ensure everyone has immediate access to the tools they need.

Managing Shared Spaces

To access Shared Space management:

  1. Within the sidebar in the Shared Spaces section, click on Manage Spaces

  2. The management interface opens, showing all existing Shared Spaces

Creating a Shared Space

  1. Open the Shared Spaces management interface

  2. Within the sidebar, select Add MyEvo Space

  3. Customise the Shared Space by creating Spaces and adding applications

  4. Click on Save & Publish and add a Title and Description for your Shared Space

  5. Choose recipients:

    • Select specific users

    • Select groups

    • Or share with the entire organisation

  6. Select Save & Publish

The Shared Space will now appear in the sidebar for all selected recipients.

Distributing a Shared Space to users

During creation: Choose recipients as part of the initial setup process

After creation:

  1. From the Shared Spaces management interface, locate the Shared Space

  2. Click on the 3-dot menu for the Space

  3. Select Share

  4. Modify the recipients as needed

  5. Save your changes

Modifying a Shared Space

  1. Within the Shared Spaces management interface, locate the Shared Space you want to modify

  2. Click on the 3-dot menu for that Space

  3. Select Edit

  4. Make your changes to applications, layout, or configuration

  5. Save your changes

Note: Changes to Shared Spaces are reflected immediately for all users who have access to that Space.

Deleting a Shared Space

  1. Within the Shared Spaces management interface, locate the Shared Space you want to delete

  2. Click on the 3-dot menu for that Space

  3. Select Delete

  4. Confirm the deletion when prompted

Note: When a Shared Space is deleted, it is automatically removed from all users' sidebars.


Accessibility Features

MyEvo includes accessibility features that work from day one:

  • Screen reader compatibility

  • Keyboard navigation support

  • Accessible colour schemes

  • Clear focus indicators

Keyboard Navigation

To navigate using keyboard only:

  • Use Tab to move between Spaces

  • Use Enter or Space to select items

  • Use Arrow keys within the sidebar to navigate menus

  • Use Esc to close modals or overlays

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