Why am I logged in as an User and not as an administrator?
There are two possible reasons:
Your account does not have an administrative role assigned.
You are logged in using a different email address than the administrator profile.
Check the address you are logging in from.
If the role is assigned correctly, please check the you are switched to an admin role by navigating to the top left corner → Your name -> Click on arrows “Switch to Admin profile”
If the role is assigned correctly, but you still don't have access to the admin panel, please contact technical support—they can help you check your access settings.
If I'm logged in as an User, how do I switch to the administrator profile?
In the left menu at the very top find your name and current status— "User" or "Admin".
If your status is "User", click on the icon with two arrows under your name and select Switch to Admin Profile. After switching, the admin panel will open with access to all platform settings and management functions.
If there is no button to switch You probably haven't been granted administrator rights yet. In this case, contact the colleagues who invited you to the platform to assign you the appropriate role.
If your company is just starting to work with the platform and an administrator has not yet been assigned, you can contact technical support (support@evolveplatform.ai) — the team will help in determining who should receive the rights.
If the company is already registered and has appointed administrators, technical support cannot issue access rights independently, since rights are distributed only within your company.
How do I add a new user to the platform?
Go to the "Users" section → click "Add User." You can add a person manually (by entering their email address, first name, and last name) or upload an Excel file with a list. For bulk uploads, use an Excel template to ensure the system recognizes the data correctly.
Should the user be granted any additional rights?
No. Regular users can take courses, participate in events, and use the Knowledge Base (if access is enabled), but they do not have access to the admin panel or edit documents.
How do I add an administrator or colleague with management rights?
Go to the "Access Control" section → click "Add User" → find the User by name or email → select one of the roles (for example, "Course Admin" or "Account Owner").
What roles are available by default on the platform?
The two main ones are "Account Owner" and "Course Admin". They are built-in and cannot be edited.
Is it possible to delete or change system roles?
No, the built-in "Account Owner" and "Course Admin" roles cannot be edited or deleted. To make changes, create a custom role with the desired settings.
Is it possible to create a custom role with individual permission settings?
Yes. In the Access Control section, select Role Management → Add → enter a name and configure access rights to platform sections.
How do I change the permissions or name of a custom role?
Hover over the desired role, and you can change its access rights in the menu that appears. Click the pencil icon next to the role to enter a new name.
How do I restrict administrator access to specific courses?
When assigning the Course Admin role, uncheck the All Courses checkbox and select the specific courses you want access to.
How to assign a created role to an User?
Go to "Access Control" → "Add User" → select the User and the desired role. The User will then receive a notification email with a link to the platform.
What to do if a User is not added?
If you add Users one by one:
Please check that all information is correct (email address, first and last name).
Make sure this User has not been added before If it already exists on the platform, the system won't allow you to create a duplicate. In this case, please contact technical support, and we'll help resolve the access conflict.
If you use bulk adding via Excel file,
Check what you are using the relevant template.
You can download it directly from the window by selecting the "Download .xlsx file" option.
The template is updated in connection with platform updates and expanded analytics capabilities, so we also update template versions.
Be sure to save the order of columns and their names— whether the system can correctly recognize Users depends on this.
If everything is filled in correctly, but Users are still not added, write to technical support at support@evolveplatform.ai — our specialists will help you figure out the cause.
What should I do after I've added an User?
After adding an User, the system does not send an email. A notification will arrive when the User has a course, training track, or event assigned.
If the email doesn't arrive, the User can log in to the platform themselves through the standard login page using the email address specified during registration. Upon login, the system automatically connects to the company account.
What to do if an User doesn't receive an email?
Check the Spam, Promotions folders— letters can get there.
If there is no letter, please try again in 5 minutes.
If the problem persists, it may be corporate mail server/provider blocks external emails.
What to do in this case:
Write to your account manager and report that emails from the platform are not arriving.
The account manager will contact our technical team, which will help establish interaction between your IT service and the company's security system.
It is very important to solve this problem before the launch of training so that Users can receive all notifications and login codes.