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Actions Required

M
Written by Matt Leggett

Actions Required is a feature within Access Evo Navigator that automatically surfaces the tasks, approvals, and compliance risks that need your attention.

Rather than waiting for a notification or manually checking multiple systems, Actions Required brings everything that is overdue or pending directly to your Navigator screen the moment you log in.

⚠️ Important: Actions Required is not part of the Evo Standard offering. It requires an Access Evo product integration. The items that appear depend on which Access products your organisation has connected to Access Evo.


MyEvo

MyEvo provides a single place to access all your Access applications. It replaces the need to navigate between multiple tabs by bringing everything into one interface with a persistent sidebar, faster performance, and improved accessibility.

When you open MyEvo, the sidebar on the left shows all the Spaces available to you. Select a Space to view its applications in the main area. Your existing access to all applications is preserved - MyEvo changes how you navigate to them, not what you can do within them.


Spaces

Spaces are how you organise your applications within MyEvo. Each Space is a configurable collection of apps, arranged to match a particular workflow, role, or project. Instead of hunting through menus, the tools you need are grouped together and one click away.

There are three types of Space:

Type

Who creates it

What it's for

Personal Spaces

You

Custom configurations for your own workflow, projects, or responsibilities.

Shared Spaces

Organisation Admins

Standardised configurations distributed to teams or departments to ensure consistent access to the right tools.

Evo Spaces

Access

Pre-configured Spaces for common use cases and workflows, available to all users without any setup.

Personal Spaces

Personal Spaces are fully under your control. You can create as many as you need, add any application to them, resize and rearrange tiles, and rename them at any time. There is no limit to the number of Personal Spaces you can create.

To create a Personal Space:

  1. Open MyEvo.

  2. Click Add New Space in the sidebar.

  3. Enter a name for your Space.

  4. Click Add App in the tab ribbon to add applications to your Space.

📌 Note: Adding an application to a Space does not create a duplicate. It simply gives you another way to open the same application. You can add the same application to as many Spaces as you like.

Shared Spaces

Shared Spaces are created and distributed by Organisation Admins. They are useful for ensuring that everyone in a team or department has immediate access to the same set of tools, without each person having to configure their own Space.

Common uses include role-specific Spaces for finance teams, HR departments, or project managers.

📌 Note: Any user who has been granted access to a Shared Space can view and use it. No special permissions are needed to use a Shared Space - only to create and manage one. Only Organisation Admins can create and manage Shared Spaces by default, though this permission can be delegated through Custom Roles.

Evo Spaces

Evo Spaces are pre-configured by Access and available to all users as ready-to-use starting points. They are designed around common workflows and can be used immediately without any setup.


Global Search

Global Search gives you a single search box, always visible at the top of your screen, to find anything across your Access products without leaving the page you are on.

How to use Global Search

Click the search box at the top of the screen and start typing. Results appear automatically after one or two characters and are organised by product, showing how many matches each has.

You can also:

  • Click the All dropdown next to the search box to filter results to a specific product.

  • Click the search box without typing to see shortcuts, including opening Products, asking Copilot, or opening Members.

  • Click the X button in the search box to clear your search and start again.

Your recently accessed items appear when you click the search box, making it easy to return to something you viewed before.

What you can search for

The products and content available in Global Search depend on your permissions, but may include:

  • Access products and applications.

  • Colleagues and organisation members.

  • Spaces and MyEvo content.

  • Settings and configuration options.

  • Content stored in Collaborate.

📌 Note: Results are automatically tailored to your access level. You will only see content you have permission to view.

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