How do I manage my users?

When an Evo user is synced with an external directory such as Active Directory (On-Prem or Azure), or Google Workspace, you won't be able to update any of the user details from your Evo admin portal.

Management of the user details within Evo for a sync user is limited to – user status (Enabled/Disabled), and multi-factor authentication status (Enabled/Disabled). All other details, such as, the user's first & last name, email address or group memberships, are maintained within the source directory.

Updates completed in the source directory, the users first or last name for example, will be updated in Evo during the next sync window.

How to manage a single user

Single User management is limited to enabling or disabling either the User, or MFA (multi-factor authentication). You can also resend the welcome email, send a password reset request, or delete the user.

1. From the left nav menu, select My Company. Alternatively, select Customers and and choose a customer from the list.
2. Select People from the left nav menu.
3. In the displayed list of users, find the user you want to edit. Click on the email address of the user.

While viewing the user details, you’re able to toggle or perform the following actions.

1. Enable/Disable MFA: Toggle the flag to update the users MFA status.
2. Enable/Disable User: Toggle the flag to update the user status.
3. Resend the welcome email: Click the Send Email button under Welcome Email.
4. Send a password reset request: Click the Send Email button under Password Reset.
5. Delete a user: Click the Delete button under Delete User. Deleting a user should only be done if necessary. Once a user has been deleted the action cannot be undone. Deleting users is only possible for Evo Cloud users.

For details on user licenses refer to How do I manage my user licenses?‍ 

How to manage multiple users

Multiple User management is limited to enabling or disabling either MFA (multi-factor authentication) or the User, and Assigning or Removing Licenses. For more information on how to assign or remove a license from a user refer to How do I manage my user licenses?‍ 

1. From the left nav menu, select My Company. Alternatively, select Customers and and choose a customer from the list.
2. Select People from the left nav menu.
3. In the displayed list of users, find the ones you want to edit. Check the box at the beginning of each row.
4. Click the actions menu located above the table, click the action you’d like to take.
   1. Disable Selected Users
   2. Enable Selected Users
   3. Turn MFA off
   4. Turn MFA on
   5. Assign Licenses
   6. Remove Licenses