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Outline

In this article, we dive into the process of adding users into Evolve. Only an Admin level account can manage users.

Add a user


Once you are logged into your account as an admin, select Users from the left-hand menu. From the top of the Users screen, select Add User.

Screenshot showing how to add a user

Enter the user's full name, email address, and select their role (see below). Then, click Add User.

User account types and permissions


There are four user account types available when adding a new user. The first two count towards the number of licenses in your instance:

Admin

  • No restrictions
  • Access to user management (adding/deleting/editing users - including editing roles)
  • Override locking of courses and themes
  • Duplicate locked courses

Editor

  • No access to user management
  • Lock themes/courses
  • Theme editing
  • Put courses up for review and add reviewers
  • Cannot duplicate locked courses

Note: Editors and Admins can only be added when there are sufficient licenses available. To add more licenses, visit My Account under your menu.

The following two account types can be added without counting towards your license quota:

Graphic Designer

  • Can only view, add, edit and delete assets
  • Cannot view any courses

Reviewer

  • Can only view courses that are up for review and that they have been added to
  • Can leave comments in courses they are reviewing

Once a user has been added, they will receive an email with a link asking them to complete registration and set a password to finalize the account creation process:

Please note that the link sent is set to expire 72 hours after it is received. If the emailed registration link isn't clicked within that timeframe, the user will show as "Not Registered" in the User list.

In this case, their account will need to be deleted and re-added in order to receive a new link by email.

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