Administrators use the Evo platform’s Members area to manage Access Identity accounts for staff, contractors, and partners. This centralised area allows you to add, edit, disable, or delete user access in a secure and auditable manner.
Accessing the Members Area
Log into Evo with your administrator credentials.
From the Evo dashboard, navigate to Settings (commonly a cogwheel/gear icon).
Select Members from the sidebar or menu options.
Adding a New Access Identity Account
Click the ‘Add Member’ or ‘Invite User’ button.
Enter required details:
Full Name.
Work Email Address (must be unique within the organisation)
Role/Permission Level (Administrator, Manager, Staff, etc.)
Department or Team (if applicable)
Assign appropriate access permissions depending on the individual’s role.
Send the invitation. The new member will receive an email to activate and set up their Access Identity Account.
🤓Tip: Always ensure the correct role is assigned, as this determines data visibility and the actions permitted.
Editing a Member’s Details or Permissions
Locate the member via search or by scrolling the member list.
Click the member’s name to open their profile.
Update details as necessary (e.g., email, department, job title).
To alter permissions/roles, select the appropriate option from the permissions dropdown.
Click Save to apply changes.
📌Note: Changes take effect immediately. Members may need to log out and back in to see updates.
Disabling or Deleting Access
Disabling: Temporarily restricts account access without deleting historical records.
From the member’s profile, click ‘Disable Account’ or toggle their active status.
The member cannot log in until re-enabled.
Deleting: Permanently revokes access and removes the account from the member list.
Select ‘Delete Account’ from a member’s profile.
Confirm deletion when prompted.
The account is removed, and the user will be unable to log in.
📌 Note: Deletion should only be used for leavers or erroneous accounts; it may impact audit logs.
Resetting Passwords or Unlocking Accounts
Open the affected member’s profile.
Select ‘Reset Password’ (the member will receive an email with instructions).
To unlock accounts locked after failed logins, choose ‘Unlock Account’.
📌 Note: Ensure the member checks their spam/junk folder if reset emails are not received.
Auditing and Tracking Changes
All changes (additions, edits, disables, deletions) are logged in the Evo audit trail.
Access audit logs via the Audit or Logs section within the Members area.
Regularly review access permissions to maintain compliance and security.
Frequently Asked Questions
Q: What if a member does not receive their invitation?
Check the entered email for errors. Resend the invitation via the member’s profile. Advise the user to check spam/junk mail.
Q: Can I assign multiple roles to a single member?
Role assignment depends on your organisation’s configuration in Evo. Usually, only one primary role is permitted.
What happens if a member rejoins?
You can re-enable their existing account or create a new one using the same email (if the account was deleted, check policy).