How do I convert user types?

When adding a new Evo Cloud user, you can select the appropriate user type (User, Admin, or Guest). However, when users are synced to Evo via a configured directory, they are automatically assigned the type of User.

For most a user type of User will match exactly to how they will be interacting with Evo. But for others who will interact with increased authorization they will require the user type of Admin.

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.

1. From the left navigation 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.
4. Select the General tab.
5. Click Convert to Admin.
6. Click Yes.
7. 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.

Bulk Assignment/Conversion to Admin

Instead of converting users one by one, you can convert multiple users at a time by using User Groups. Groups can be synced from Directories or Custom Created Groups. The users in those groups can now be converted to Admin or Users.

1. From the left navigation menu, select My Company. Alternatively, select Customers and and choose a customer from the list.
2. On the Left Side Bar, click on "Groups"
3. Select the Group from the left nav menu that has the users you want to convert
4. In the displayed list of users, select the user(s) you want to edit.
5. Click the Actions menu that appears on top.
6. Select Convert to Admin.

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.

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.
4. Select the General tab.
5. Click Convert to User.
6. Click Yes.

You can always convert the user back to type Admin in the future if they require additional access. Simply follow the How to convert to admin steps.