It's best to set up any new users in Access Evo first. The member is pulled through to Access Collins where you can set up specific permissions.
Configure user
Be sure to assign them access to Access Collins in the manage roles section.
Click access button
, then select Access Collins.
Assign any specific Access Collins permissions:
Click Settings, then click Users.
Search for the new user and click Edit.
Log in
Once you've set up the new member in Access Evo, they can login with their email address:
Click access button
Choose Access Collins.
Add new members in Access Evo
When you invite new members to Access Evo, they can either use an email address or username to log in.
⚠️Important: To use usernames in Access Evo, you need to create a friendly URL.
Add individual members
To set this up, follow the steps below:
Click the Members
icon.
Click Add then click Using an email address.
Select one of the following:
Add members in bulk: If you have a lot of members to add, use this option to enter multiple email addresses at once, separated by a comma or space.
Add members individually: Use this option to enter the name, email address, and organisation role of each member individually.
📌Note: The organisation role determines whether the new member is an administrator on Access Evo or an end-user.
If required, enter a personal message to include in the sign-up email.
Click Add.
📌Note: Users don't show in the Learning tab to allocate courses until they accept the welcome invite email.
Use a username
Click Members
icon, then click Add.
Click Using a username, then enter the following:
First Name.
Last Name.
Username.
Select the relevant organisation role.
If a new member can't find their sign-up email, try resending it. If they still don't receive it, request your IT support to whitelist [email protected].
Manage member roles
As an Access Evo administrator, you can view details of product roles and manage them directly from the Members menu as well as invite users or change their roles.
For more information on managing members and their permissions, watch the video or follow the steps below.
📌Note: The below steps show how to make these changes to individual members. If you have multiple members to update, you can apply updates in bulk.
Click the Members Icon
, then search for the relevant member.
Click the three dot menu. In the Manage Roles list, select the relevant role for the chosen products.
Click Save.
Add members in bulk
To save time, you can import new members or update multiple existing members using an .xlsx or .csv file. To do this, follow the steps below:
Click the Members
button.
Click the wheel next to the Invite button.
Click Import Members. A new window with the same name appears.
Click Download Template
Tip: To avoid having to download this every time, you can save it locally.Complete the template.
For more information, refer to the Important information section of this article.Click Save, then click Close.
Click Select a File, then browse to your saved document.
To send an email invite to all members, select the Send invite emails on import check box.
Important: If you don't select this, the members that you import won't receive an email invite. If you don't want to send invites at this point, you can send them to members on the Members tab.
To complete the import, click Import.
📌Note: If you want to perform an import and just update some of the details for an employee, you can first export a file with the current details in Evo and just amend the concerned fields before uploading it via the Import function.
Click the wheel next to the Invite button.
Click Export Members.
Click Export.
Amend the concerned details
Perform the import as explained in the previous section.
Important information
When adding new Members, you only need fill in the Email Address or Username and optionally the First Name and Last Name columns in the template.
When changing the Organisation Role for users, ensure you do not reduce or revoke your own role. At least one organisation Admin must be available.
To clear a value, add NULL in a cell.
Valid statuses for a user’s organisation role are: Pending, Active, Deactivated and Deleted.
When adding information to a field, you won't be able to use the Comma symbol as this is used as a data separator.