Getting Started

Updated 1 day ago by Adam Heon

Company members will receive an email invite, the user must accept the invitation & setup a password to access https://foresite.evolvemep.com/
Invite additional Company Members:
1. From the left-hand navigation bar, select Members.
2. From the Members screen, click the Invite Members button located in the upper right corner.
  1. From the Invite Members form,
    1. Type or select the desired email address. Multiple addresses may be added by pressing the ENTER key after each address or clicking outside the field.
    2. Click Invite.
    NOTE: Multiple addresses may be added by pressing the ENTER key after each address or clicking outside the field.
Assign license(s) to company members
1. From the left-hand navigation bar, select Members.
2. From the Members screen, select the user(s) to add licenses to.
3. From the Members screen, select Assign License from the Actions drop-down in the upper left.
  1. From the Add Licenses window,
    1. Click the Products menu and select the desired option(s).
    2. Click Assign.
    NOTE: For the Shop product, you will also assign one of the following roles to the selected members:
    Full Access - this grants access to all shop features (most common)
    Limited Access - this limits user access to only Work Request (typically for field users)
Assign Role to company members