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Inviting a new user to use Access Expense

Updated over 4 months ago

Only an admin can create users and this is done by creating a user in Access Evo:

  1. Click members on the top right.

  2. Click Invite People.

  3. Enter the email address and message for the user. The user will get an email to join.

  4. Once a user has been invited, an Access Evo Administrator can assign a role in Expense

  5. Use the Actions drop-down next to the new user and select Manage roles.

    1. Please note that the member will show as Added in the Users area until they have accepted the invitation.

  6. Use the drop-down next to Access Expense and select user. When the user next logs in they will be able to see Access Expense.

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