👤 Administrators Tab – Overview & How to Add an Admin

🧭 Overview

The Administrators tab in the Evo Console allows you to view, manage, and add admin-level users with access to core features of the system. Admins can manage centers, users, settings, and other sensitive configurations depending on their assigned roles.

📍 Where to Access

• Navigate to the Security section in the left-hand sidebar

• Click on Administrators

The main view includes a table of current admins with the following columns:

• User Name: Login ID or email associated with the admin

• First Name and Last Name: User's personal name

• Email Address: Primary contact email

• Center: The center they belong to (e.g., Main)

• Notifications: Indicates if the admin receives system or client alerts

• Last Modified: Timestamp and user who last updated the record

Other options:

• 🔍 Search by name, email, or center

• 📁 Show Archived to display inactive admins

• ⚙️ Columns to customize data visibility

• 📄 Pagination to navigate across multiple pages of records

➕ How to Add a New Administrator

To create a new admin:

1. Click the “New Admin” button at the top of the page.

2. Fill in the admin creation form fields:

   • First Name – Enter the first name of the user.

   • Last Name – Enter the last name of the user.

   • User Name – This is the login username or email identifier.

   • Email Address – Official contact email for the admin.

   • Center – Assign the user to a specific center.

   • Notifications – (Optional) Enable notifications if the user should receive alerts or system messages.

3. Click Save to create the new administrator account.

Once saved, the new admin will appear in the list and have access based on permissions and roles set within their account.

🛡️ Best Practices

• Limit admin access to trusted personnel only.

• Use clear, professional usernames/emails.

• Keep records updated—remove or archive admins who no longer need access.

• Enable notifications for critical admins who monitor client activity or technical updates.

🔐 Permissions Note

Admin privileges may differ depending on role type or restrictions set under User Groups. Always verify access levels if an admin cannot view or edit specific sections.

📞 Need Help?

Contact Evo Support if you need assistance setting up roles, adjusting permissions, or troubleshooting admin account access.