To ensure that each user has a unique identity and reduce the administrative burden of password resets, you can set up members with email addresses in Access Evo. Your users can reset their own passwords whenever necessary, verifying who they are by clicking a link in an email.
If any of your employees don't have access to an email account, you can create a friendly URL then set them up with a username.
📌Note: This can be useful for some organisations, but it allows administrators to set users’ passwords and requires them to share a password with new users before they can log in and change it.
As organisation IDs must also be unique, they add another thing for members to remember, so we recommend using email addresses wherever possible.
Create a friendly URL in Access Evo
Click Organisation Settings.
Click General.
Click Create a friendly URL.
📌Note: Creating a friendly URL makes it easier for members to sign in. This also enables accounts that don't require a valid email address.
Set up a member with a username in Access Evo
To set up a member with a username in Access Evo, follow the steps below:
Navigate to the Members area.
Click Add then select Add members using a username.
Enter the following information:
First name.
Last name.
Unique username.
Select the organisation role then click Next.
Set a temporary password for the user then click Next.
To copy and share the details to your clipboard and share them, re-enter the temporary password.
You can share these details in whichever way suits you, you don't have to copy this form.
Click Close.