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Add users to Document

Use the following steps to add new users to Access Document. If the users already exist in Access Evo, start from step 5.

  1. In Access Evo, have an administrator click Members (indicated by the Person icon).

  2. Click Add.

  3. Enter the user's email address and click Add.

  4. The user will receive an email. They will need to follow the steps in the email to accept the invitation to Evo.

  5. Have a platform administrator click Members.

  6. Find the user and click the Ellipsis button.

  7. Select the Manage Roles option.

  8. In the new window, find the Document option and give the user the relevant permissions.

  9. Click Save Changes.

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