You can only add new users if you are an Access Evo Administrator. This can be confirmed by going to the Members tab and see if you have an 'A' icon on your name. As an administrator, you can view and manage your Access Evo members by opening the Members tab.
Opening Members tab
1. Log in to Access Evo.
2. Click the Members icon on the top right corner. This will open a new tab called Members.
To manage users, click the 3-dot menu at the upper left corner of each user on the Members tab. Here you can do various things such as:
Send workspace invite.
Change member details.
Manage roles.
Adding a user on Attaché on Access Evo
Open the Members tab.
Cick Add.
Select Using an email address.
Click Add members individually.
Fill the First name, Last Name and Email Address fields.
Select the appropriate Organization role for the user.
Click Add at the bottom right corner.
Click Refresh on the Members tab. You should now be able to see their name.
Click the 3-dot menu on the top right corner of their name and click Manage Roles.
In Manage Roles:
On Attaché Integration, change the role from No Access to User.
On Attaché MyDesk, change the role from No Access to User or Administrator. See article section below to explain difference between the two roles.
Click Save changes.
Click Confirm.
Click Close to close the screen.
After three minutes, the user will be added to Attaché on Access Evo, and they will be able see Attaché from their Access button.
The new user will have an Attaché username in the following format: initial of their first name followed by their last name with 01 at the end. E.g. Bob Smith would be BSMITH01.
Configure user access within Attaché
Once the user has been created, you will need configure the new user's access in Attache. See the article links below:
Configure Menu Access Rights or Copy Menu Access Rights from an existing user.
The Difference between Administrator and User Attaché MyDesk role
Administrator role: start with access to all Attaché companies and administrative rights.
User role: starts with no Attaché company access and will need to be provided by an Attaché admin user.
Mapped User role: This is only used for the initial migration. Do not use Mapped User.