Only an admin can create users and this is done by creating a user in Access Evo:
Users created in external systems, such as Evo, do not automatically appear in Access Expense. Even if a role is assigned to the user in the external system, they must be added separately in Access Expense to appear in the user list. This ensures that user management remains controlled and intentional within Access Expense.
Click members on the top right.
Click Invite People.
Enter the email address and message for the user. The user will get an email to join.
Once a user has been invited, an Access Evo Administrator can assign a role in Expense
Use the Actions drop-down next to the new user and select Manage roles.
Please note that the member will show as Added in the Users area until they have accepted the invitation.
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.
Alternative Method: Adding Users Directly in Access Expense
To add a new user in Access Expense and ensure they appear in the user list, follow these steps:
Navigate to Settings in Access Expense.
Select Users from the menu.
Use the search bar to find the person by their name.
Click on the person’s name from the search results.
Click Add to create them as an Expense user.
Once these steps are completed, the user will be added to Access Expense and will appear in the user list.