Skip to main content

Get started with Access Evo

A
Written by Antoine Larsen
Updated over a week ago

To help you get started with Access Evo and Proclaim and help you make the most of the features available, we've put together this quick guide.

What's Access Evo?

Access Evo is a software solution, that joins together your systems, data, and people in one place. It's designed to help you work the way you want, with ease, helping you achieve more.

How do I open Proclaim from Access Evo?

To open Proclaim from Access Evo, you need to be use Access Evo on the same computer as Proclaim. You can easily access Proclaim from the nine-dot menu. To do this from Access Evo:

  1. Click the nine-dot menu.

  2. Click Proclaim.

This opens Proclaim from your desktop and you can continue working as normal.

What's My Dashboard?

Every user of Access Evo has their own customisable dashboard. You can add apps, insights, noticeboards, and much more that are relevant to you and your job role. You can re-size, reposition and remove apps freely, your dashboard is completely personal to you.

What are apps?

To help boost your productivity, apps in Access Evo are a window view into your software. You can view real-time information and assign and complete tasks in Access Evo apps.
​
For more information on what apps are available to you, check our app index.

How do I add an app?

To add an app to your dashboard:

  1. Click Add app in the top right of Evo.

  2. Find the app you need to add.

  3. Click Add to Evo.

How do I add my information?

To make sure you get the most from all the productivity apps, features and tools, you need to ensure your information is up to date in the My Settings section of Access Evo. Information that you enter here is held in the Members section of Access Evo, giving you and your colleagues the latest information.
​

Update your information

  1. Click your name in the top-right of Access Evo.

  2. Click My Settings.

  3. Add the required information.

For more information on how you can use Access Evo, take a look at our interactive guide, by clicking the help icon in the top-right of Access Evo.

Did this answer your question?