By default, Access Evo requires new users to have a valid email address before they can be added to the site. If your organisation does not require users to have an organisational email address you can configure your Access Evo site to not require users to have an email address.
⚠️ Important: You will need to be an administrator in Access Evo.
To do this, watch the video or follow the steps below.
Set up a friendly URL
To create users without an email address, you first need to set up a friendly URL for your Access Evo site. This will give your site a custom URL that forms part of the login process for users.
⚠️ Important: This process cannot be reversed once complete.
In Access Evo, click your profile picture, then select Organisation Settings.
Click the General tab, then scroll down and click Create a friendly URL.
Enter a URL for your Access Evo site in the Organisation ID field.
Select Allow username members to be added.
Click Next and review the details of your new friendly URL.
Click Set friendly URL to finish setup.
Add new users without an email address
Once your friendly URL is set up, you can add users to your site without an email address.
To do this, follow the below steps.
In Access Evo, click the Members
icon.Click Add then select Using a username.
Enter the first and last name, then set a username for the new users.
Usernames must be unique in your organisation.
Click Next.
Set a temporary password for the user, then click Next.
📌 Tip: Make a note of the password before proceeding as the user will be prompted to change their password on their first login.
After the user has been added, use the window to copy the password so it can be given to the user when appropriate.
Assign the Access Bookboon role
Click View Members then click the Select All icon.
Click Add next to the Assign box, then click Assign Product Role.
Click the filter icon, then toggle off Include Active.
Click Select All then click Add inside the Actions box.
Click Assign Role then select Bookboon.
From the dropdown menu, select User then click Assign.