Getting started
Get started and make the most of your software.
By Denisa1 author56 articles
- Invite colleagues to Access Evo
- Create a friendly URL
- How to change organisation name
- Add your company logo and branding
- Update My Settings
- Manage email notifications
- Manage Features
- Switch between organisations
- How do I become the owner of a domain?
- MyEvo and Spaces user guide
- Global Search user guide
- Enable or disable Two-factor authentication
- Additional tools in Access Evo
- How to switch a User from an Email Login to a Username Login
Get started as an admin
Get started with Evo as an administrator.
- Deactivate users in bulk
- Members invitation expiry and deletion
- Manage member hierarchy
- Managing member roles in bulk
- Manage groups
- Import member details
- Reporting lines
- Delete all published check in records
- Restricting employee from editing objectives within Goals and Objectives
- Booking a check-in
- Set up roles
- Member roles explained
- Assign administrator role to a user
- Manage member roles
- Change users password for username account
- Access Evo Platform: FAQ
- Restrict the social feed
- Available reporting tools for user engagement
- Manage communities
- Set up a registration rule and assign to users
- Difference between users and administrators
- Check current and pending members
- Manage Members for sites with lots of users does not load
- Why can I not add users from outside the business to collaborate?
- Managing site members
- Restrict access to Folders
- Inviting a guest to a site
- Change a user's username
- Allow or disallow impersonation rights
- Resending sign up emails in bulk
- Manage tags
- Grant impersonation rights
- View member details
- Resend the sign-up email
- Grant administrator permissions
- Change a user's email address
- Deactivate or reactivate users
- Control who can mention all
- How to change a shared dashboard
- How to create a child site and invite users
- How to reset users password as an Administrator