To save time, you can import new members or update multiple existing members using a .xlsx or .csv file.
Import new members or update multiple existing members
To do this, follow the steps below:
Click the Members button then clicks the wheel next to the Invite button.
Click Import Members.
A new window with the same name appears.
Click Download Template, to avoid having to download this every time, you can save it locally.
Complete the template.
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.
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.
Export a file with the current details in Access Evo
📌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.
📌Note: If a user doesn't receive an email, you need to whitelist [email protected]. Speak to your IT support for further advice. Sometimes there may be more than one type of quarantine and it might help to let your IT team know the recipient's email address and the time you generated an email for them.