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How To: Manage Users and Permissions

How To: Manage Users and Permissions

Administrators can manage users and access permissions through the Global Dashboard (under ‘Users’).

 

evexus offers unlimited users and Administrators can invite new users by navigating to the ‘Users’ and then ‘Admin users’ menu item on the Global Dashboard.

  • Click the navy blue ‘+ Invite’ button on top of the screen to invite admin users. Enter the new user’s email, first name and last name in the drawer that slides in on the right of the screen; and click the navy blue ‘Send’ button to send the invite to the new user. The new user will receive an invitation email.

  • Administrators can resend invites, revoke and invoke access to manage there users on the Global Dashboard (under ‘Users’ and then ‘Admin Users’).

 

User access and permissions are managed on a Team level in evexus. Administrators can create different teams by navigating to the ‘Users’ and then ‘Teams’ menu item on the Global Dashboard.

  • Click the navy blue ‘+ Add team’ button on top of the screen to create a new team. Select the team’s state (Active/Inactive) and enter the team’s name and description in the drawer that slides in on the right of the screen; and click the navy blue ‘Save’ button to complete the new team creation.

  • Administrators can manage the team members and access permissions by clicking on the team.

    • To add a new member to the team click the navy blue ‘Add to the team’ button on top of the screen. You can add as many members to a team as you want.

    • To remove a member from the team click the navy blue ‘Remove’ button for the relevant team member

    • The team can be provided with 3 levels of permissions for each module of the evexus event management system: ‘View & Edit’, ‘View only’ and ‘No access’. Simply click the relevant permission to each module for the team.

 

 

 

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