Researcher admins can manage users, templates, skills, apps and organisation settings after the initial setup. can manage users, templates, skills, apps and organisation settings after the initial setup. Use this article to look up a setting. For each one, you'll find what it does, where to find it and what it affects. For the one-time setup steps, see Access and setup.

The admin area shows the dashboard and the management menu. the dashboard and the management menu.

Select Admin in the top bar to open the admin area..

You see a dashboard with key metrics, and a left-hand menu that lists the management areas.

The dashboard is the first screen you see as a Researcher admin. It shows aggregated metrics and the health of the services that Access Evo Researcher depends on.

The dashboard is read-only. If the dependency cards show degraded, the issue isn't your organisation.

Use the Users screen to manage the users in your organisation. You can only see and manage users in your own organisation.

You add and deactivate users in the Evo platform. When an Evo platform admin creates or deactivates a user there, Access Evo Researcher updates to match.

Use the Templates screen to manage the templates your organisation uses. For the full steps, see Create and manage templates.

Templates are shared across your organisation. Every user in your organisation sees the same template picker when they start a new project.

Users with the Org Author role can extract an organisation template from their own project. They can also promote a personal template to an organisation template by selecting Copy to organisation from the personal template's menu.

Use the Skills screen to manage your organisation's skills library. For more on skills, see Skills.

This screen shows only organisation skills. Personal skills belong to individual users and don't appear in the admin area. Users with the Org Author role can add a personal skill to the organisation library by selecting Copy to organisation from the personal skill's menu.

Apps package a template into a ready-made AI tool that appears in Access Evo Navigator, My Evo or the Evo mobile app. Users can open an app without opening Access Evo Researcher. For more on apps, see Create and publish apps in Access Evo Researcher.

An app is always in one of two states.

By default, a published app is available to the entire organisation. You can change who can see it at any time.

Unpublishing removes the app from all destinations and returns it to draft. It doesn't delete the app or its settings. Deleting an app is permanent, and you must confirm before it's deleted.

The collaboration setting controls how members of your organisation share projects. Changes apply immediately, including to projects that are already shared.

Choose one of the three modes.

Switching modes doesn't undo sharing that has already happened. Anyone who has already seen content keeps what they know. Project owners keep full access to their own projects.

No collaborator records are deleted. If you return to Full, collaborators regain the access they had before.

When a user's role is set to No Access in Evo, or an organisation's subscription is deprovisioned, Access Evo Researcher hides the account rather than deleting it straight away.

An organisation is removed only when its subscription is deprovisioned in Evo. Deactivating an organisation isn't enough to remove it. A suspended organisation keeps its access.

If the user or organisation is provisioned again, the same account is restored, along with its projects and collaborator access.