You only need to complete the set-up of the Evo Configuration widget.
With the Evo Configuration widget, you can:
Enable automatic invite emails from Access Evo (previously Access Workspace) when a new employee is set up in PeopleXD.
Enable the menu matrix rules or a default menu profile for new starters.
Manage access to non-production environments.
Manage the Access Evo parameters.
Set up the Evo Configuration widget
To access the Evo Configuration widget, follow the steps below:
Quick jump to the Security dashboard.
From the System Overview tab, scroll to the Evo Configuration widget.
Ensure you enable the following menu options for the Security menu profile on the baseline:
Menu option | Description |
WS_SYSTEM_MENU.PATCH_WORKSPACE_CONFIG_INVITE | Update Access Evo configuration invite. |
WS_SYSTEM_MENU.GET_WORKSPACE_CONFIG_INVITE | Get Access Evo configuration invite. |
WS_SYSTEM_MENU.GET_WORKSPACE_CONFIG | Get Access Evo configuration. |
WS_SYSTEM_MENU.GET_WORKSPACE_CONFIG_PARAMETERS | Get Access Evo configuration parameters. |
WS_SYSTEM_MENU.GET_WORKSPACE_INVITE | Get Access Evo invite. |
WS_SYSTEM_MENU.PATCH_WORKSPACE_CONFIG_PARAMETERS | Update Access Evo configuration parameters. |
WORKSPACE_CF_MENU.WORKSPACECONFIG | System - Evo Configuration Widget. |
WORKSPACE_CF_MENU.WORKSPACEINVITES | Evo Configuration - Evo Invites. |
WORKSPACE_CF_MENU.WORKSPACEMENUMATRIX | Evo Configuration - Evo Menu Profile Matrix. |
WORKSPACE_CF_MENU.PARAMETERS | Evo Configuration - Evo Parameters. |
Access Evo invites
In Access Evo invites, you can configure the settings for automatic invites. Find more details on each item on the screen in the table below:
Item | Description |
Enable automatic invites | Enable this to automatically send email invites to new employees. After they click the Join link within the email, they set up their password for Access Evo. |
Send invites to future new starters | Enable this to send invites to future starters. |
Start date trigger | Enable this to set your preferred value. This way, you only send invites where an employee's start date is your preferred number of days before today. |
Bulk send invites
You can send invites on demand, rather than waiting for the overnight sync. To do this, follow the steps below:
Quick jump to the Security dashboard.
From the System Overview tab, scroll to the Evo Configuration widget.
Click Evo Invites then click Bulk Send Invites.
Click OK.
🤓Tip: You can also send Access Evo invites to individual employees. Once they receive the invitation and click the Join link, they can log into Access Evo and navigate PeopleXD.
Restrict email invites
You can only restrict email invites when you enable automatic invites. This is helpful when you need to restrict automatic invites to certain groups of employees, based on the reference data in their employee record. To do this, follow the steps below:
Quick jump to the Security dashboard.
From the System Overview tab, scroll to the Evo Configuration widget.
Click Evo Invites then click Restrict Email Invites.
Click Add then enter a name for your criteria group.
🤓Tip: By default, the type is set to Evo Email Invites.
Click the relevant reference data.
Select the relevant attributes from the Available column and use the arrow to move it to the Assigned column.
🤓Tip: You automatically save the list.
Return to the Restrict Email Invites screen and then from the relevant three-dot menu, add more groups, or edit and delete existing criteria groups.
Auto-assign menu profiles
When the employee logs in for the first time, they activate their Identity account and depending on how you set up the menu profile auto-assignation rules, they get a menu profile.
Note: In the Evo menu matrix, you can configure the settings for automatically assigning menu profiles to new starters once they log into their Access Evo account. Read more >
Authorised non-production users
To add a user to the list of authorised users who have access to non-production environments, follow the steps below:
Quick jump to the Security dashboard.
From the System Overview tab, scroll to the Evo Configuration widget.
Click Authorised Non-Production Users, then click Add User.
From the Person list, select a relevant user.
Click OK.
The user will now be synced.
For further details on PeopleXD in Access Evo security read the user guide.