Evo Activation
To activate Evo, click the link provided in your Welcome Email or https://go.access-workspace.com.au/(opens in a new tab). You will be prompted to create a password before logging in.
We recommend saving the above link as a bookmark for ease of access for future logins.
Evo Company Setup
Before your team can get started, you'll need to configure your organisation's settings in Evo. This ensures your workspace is set up correctly from the start and reflects your practice's details, access controls, and security requirements.
Click the arrow next to your name in the top right corner of the screen. This launches the profile menu.
Select Organisation Settings.
Using the menu on the left, you can complete key setup and configuration by navigating to the areas listed below:
General: Complete the General Information section to record your organisation's details.
Members Options: Review and configure Members Options to control user access and settings.
Security Options: Set up Security Options to manage authentication and security requirements.
Domain Access Rules: Review and update Domain Access Rules to control which email domains can be used to access your organisation.
Complete all fields carefully. These settings apply across your entire Evo workspace and will affect how your team members access and interact with the platform.
Evo User Invite
With your organisation configured, it's time to invite your team (members). Follow the instructions below to add members via import or manually within Evo. Please note that these steps can only be completed by users assigned as an Evo administrator.
Importing Members
You can download and populate an Excel template to bulk upload members into Evo. View the instructions and video below to get started
From the profile menu, navigate to the Members screen.
Click the Settings icon and choose Import Members.
The Import Members window will pop up. Click Download template.
This action will generate and download a spreadsheet you can use to add and assign roles to users.
Fill in the spreadsheet with the users to import. For each role or feature, assign members as Administrator or User. Key columns to include:
Email address
First Name
Last Name
Organisation Role (Administrator or User for the entire Evo instance)
Role: ChangeGPS v2 (Administrator for permissions in the ChangeGPS Seat Allocation app or Company Settings app; User for the Seat Allocation app)
Return to the Import Members screen.
Click Select a File and upload the populated spreadsheet.
Select Import to add the members and assign their roles.
Once a member has accepted their Evo invitation, they can be selected in the
ChangeGPS Seat Management app. We will show you how in the next lesson.
Manually Adding Members
Follow the screenshots and captions below to add one or more members directly within Evo via the Members section.
Step 1: From the Profile menu, navigate to the Members screen.
Step 2: Click the Add button located in the top right corner.
Step 3: Select the relevant option to add members in bulk or individually. Enter their email address(es) and click Add to send out invitations.
Users added manually cannot have roles or features adjusted until their invitation is accepted.
Evo User Setup
Once your team members have accepted their invitations, you can configure their individual profiles, roles, and access levels.
Navigate to the Members screen from the profile menu.
Select a user and click the three dots in the top right corner of the user card.
Update the user's details by selecting the relevant options from the drop-down menu, and as listed in the table below.
View Member | Review their profile and personal settings. |
Manage tags | Assign department, job title, and office details to group, filter, and identify members. |
Manage roles
| Assign the appropriate level of access for each product: Administrator (full control over the organisation and selected products), User (can access and use the product but cannot manage organisation-wide settings), or No access. |
Manage features
| Control which product features the user can access. |
Change email address | Update the user's login email. |
Change name | Update the user's displayed name. |
Deactivate | Disable the user's account if access is no longer required. |
The Administrator role has full control over the organisation and selected products. Please ensure only the appropriate people are assigned this role.
Create your Hierarchy
Members will need to have accepted the invitation sent in the previous step before you can set up the hierarchy.
Click the Members icon to view and manage members.
Click on your name card.
In the panel to the right, click Actions and select Assign reportees.
Click to select the members you want to add to your hierarchy.
Select Assign.
Review the list and click Confirm to continue.
Close the window.
To view your new hierarchy, click the Org chart icon, located above the Actions button.
