To create a new user, you need to invite them to Access Evo. If the member has already been invited and can log into Access Evo, move directly to activating Access People Planner.
The following steps can guide you through this process:
Create a new user
The new user will need to be added to Access Evo, where they will be sent an email to join. Your Access Evo administrator must carry out this process.
Log into Access Evo.
In the top right corner, click the members icon.
On the right, click Add then choose one of the following options:
Add members individually.
Add members in bulk.
Click Add.
The new member will receive a signup email, and they can then set their new password and log in.
Activating Access People Planner
After adding the member to Access Evo, you will then need to activate them on Access People Planner. This is done through Access Evo and needs to be done by your administrator.
In the top right, click the Members icon.
Search for the relevant member.
Click the three dots in the top right of the member's name card.
Click Manage Roles.
For Access People Planner choose User or Administrator from the drop down options.
Click Save.
Final Steps
You now need to change the user permissions in Access People Planner.
To do this, follow these steps:
Click Settings, then click other.
Click profile & users, then click users.
Select the relevant user.
Click Profile Details.
Remove No Access from the module and function drop-down menu and select the blank option.
Click Save.