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Access Evo: Send an invite to a single PeopleXD user

Steps to send an Access Evo invitation to an individual PeopleXD user.

S
Written by Steve Cole
Updated this week

To send an Access Evo invite from PeopleXD, watch the video or follow the steps below.

  1. Navigate to the Command Centre widget on the People Management dashboard.

  2. Click View Employees.

  3. Search for the employee then click View.

  4. Ensure the employee has a work email assigned.

  5. Expand the Actions menu, then click Send Evo Invite.

πŸ“ŒNote: To view the Send Evo Invite option, ensure you have the below menu options assigned.

Menu Option Name

Menu ID

CorePortal - HR Admin - Send Workspace Invite

MAIN_MENU.HR_ADMIN_SEND_WORKSPACE_INVITE

Create Workspace Invite

WS_SYSTEM_MENU.POST_WORKSPACE_INVITE

Create workspace invite Proxy (Entire Organization)

WS_SYSTEM_MENU.POST_WORKSPACE_INVITE_PROXY

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