Note - Under no circumstances should an old user's account be used for a new staff member.

Overview

In order to set up a new User, please follow the steps below:

1. In the Desktop application, click the Settings Icon.

2. Under Staff and Users select ADD NEW. 

3. Enter the new user's details and select Enable EvolveGo access for this user. This will send an email to the user for a first time log in where they can set up their password.  

4. In Billing, go to Directory > Employees and open the new employee card. 

5. Select Update > Employee 

6. Enter a Job Title, Billing Grade and Team. 

7. Select Actions > Invite Employee. 

8. Eneter the relevant role (must be a System role) for the new user (this will set their permissions). Select Invite Employee. 

If you are unsure of what roles are available, please view this article:

https://evolvego.support.practiceevolve.com/en/support/solutions/articles/101000492700-roles-permissions-evolvego

9. Select Save & Close

10. Select Verify Entity. 

11. New user will then be able to log into the Desktop and Billing side.