How do I convert user types?
How to convert to admin
Converting the user type for a user to admin, should only be done if they should have access to the Evo admin portal. Or should be granted elevated access to systems or applications that are interacting with Evo.
- From the left navigation menu, select Your desired tenant.
- Select Users from the left nav menu within the tenant.
- In the displayed list of users, find the user you want to edit. Click on the name of the user.
- Click View Full Profile
- Click Convert to Admin.
- Click Yes.
- Assign proper access to this admin.
Now that the user has been converted to an admin, the next time they log into the Evo portal, they will be presented with the Evo Admin Portal dashboard. You will want to ensure that they have been assigned the appropriate Role-Based permissions, Customer Access, and if applicable the appropriate Elevated Access group assignment.
How to convert to user
Be aware that if you convert a user with the type of Admin back to type User, they will lose all access they were previously granted.
- From the left nav menu, select your desired tenant.
- Select Users from the left nav menu within the tenant.
- In the displayed list of users, find the user you want to edit. Click on the name of the user.
- Click View Full Profile.
- Click Convert to User.
- Click Yes.
You can always convert the user back to type Admin in the future if they require additional access.