Manage individual members
As an Access Evo administrator, you can view details of Evo Features and manage them directly from the Members menu as well as invite users or change their roles.
Click the Members Icon, then search for the relevant member.
Click the three dot menu. In the Manage Features list, select the relevant role for the chosen Features.
Click Save.
Confirm the changes.
Manage multiple members
As well as using an import to update members' roles in bulk, it's also easy to select multiple users from the members area and apply updates in bulk. This is a quick way to apply ad-hoc updates and doesn't risk overwriting any other data as an import might.
Navigate to the members area (icon with two heads at the top right).
Search for the members whose roles you'd like to update.
You can select all without searching by clicking the two ticks to the right of the filter symbol.
You can search filter by tag if you'd like to update, for example, all staff in a specific location.
You can select a user and then perform a new search to add to the list of users to update.
3. Select each member by clicking the tick at the top left of their name card.
Click the first member in a list, then, whilst holding shift, click the last member, to select these two members plus everyone in between.
4. Click Add in the Actions panel on the right.
5. Click Assign Feature.
6. Select appropriate Feature from the dropdown.
7. Select appropriate Role from the dropdown.
8. Click Assign.
Whilst you have still selected a specific group of members, you can repeat the above steps to perform a number of actions in one go
9. Click Apply at the bottom of the Actions panel on the right.
10. Click Confirm.
11. Click Close.