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Create username accounts

Configure a user account in PeopleXD for Access Evo member.

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Written by Charlotte Alderson

If a user is set up in PeopleXD People Management without a valid email, their account is known as a username account.
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To configure a user’s account, follow the steps below:

  1. To view all employees in People Management that have not synced to Access Evo (previously Workspace), on the System Users widget, filter for non-synced accounts.

Tip: Alternatively, if your employee is not already in PeopleXD, add them to PeopleXD as a new starter.

  1. Enable the username toggle for the relevant user.

  2. Click the three dot icon and select Manage Account.

  3. Click Run Sync then click OK.
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    ​Tip: If successful, the user views a Sync job has completed message.
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  4. Set a temporary password for the user from Access Evo.

  5. Share the password with the user.
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    ​Tip: Once the employee logs in for the first time, they can reset their own password.
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  6. Once the user has been synced successfully, they appear in All Active Access Evo Accounts.

Note: If you add an email contact type for a user with a username account, the sync switches the user to an Access Evo email account and sends an invite email to the employee.

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