Skip to main content

Add a new user through Access Evo

Add a new user to Access PayWise+ using Access Evo.

G
Written by Gemma Langley
Updated over a month ago

If you are an Access Evo administrator, you can add new users to Access PayWise+ in just a few simple steps:

πŸ“ŒNote: If a new member can't find their sign-up email, you can resend it. If they still don't receive an email, please check with your IT team that [email protected] is whitelisted for them.

  1. Login to Access Evo.

  2. Click Members button in the top right-hand area.

  3. On the right, click Add then choose one of the following options.

    • Add members individually - Use this option to enter the name and email address of each member individually.

    • Add members in bulk - If you have a lot of members to add, you can use this option to enter multiple email addresses at once separated by a comma or space. Users can then add their details when they receive their activation email.

  4. If required, enter a message then click Add.

  5. The new member will receive an email to set their password and login.

  6. After they accept the invite and set a password, you can adjust their user access.

  7. Under Members, click the menu button (three dots) next to their name.

  8. Click Manage Roles.

  9. On the Access PayWise+ menu, select the role Administrator.

  10. Click Save Changes, click Confirm, click Close.

Did this answer your question?