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Getting Started

Sign in and set up your profile

This page walks you through your first sign-in and the settings worth adjusting on your first day. You need two things from your firm's EVX Software administrator: your firm's EVX Software address and your sign-in details.

Sign in​

  1. Open your firm's EVX Software address in a web browser. It usually follows the pattern yourfirm.evxsoftware.com.
  2. Enter your email or username.
  3. Enter your password.
  4. If you use this computer only for yourself, select Remember me to stay signed in.
  5. Click Login.

Use the email or username and password your administrator sent you.

EVX Software opens on Home, with the Overview tab selected.

tip

If you forget your password, click Forgot password on the sign-in screen. Your firm's EVX Software administrator can also reset it for you.

Open your personal settings​

Your profile, preferences, and password all live in one place. Your name is at the top right of every screen.

Your nameSettings

Settings is in the menu under your name, at the top right of every screen.

Under Personal settings you find three options: Edit your profile, Edit preferences, and Change password. Administrators also see the firm's configuration options on this page.

Update your profile​

Your profile holds your name, contact details, and picture.

Your nameSettingsEdit your profile

  1. On the Basic data tab, check your first name, last name, and email address at the top.
  2. Add your phone number and address if your firm uses them.
  3. To add a picture, click Update profile picture and choose an image.
  4. Click Save changes.

Your changes take effect when you click Save changes.

Set your preferences​

Preferences change how EVX Software looks and behaves for you. They affect only your own view. Settings that apply to the whole firm are managed by your administrator.

Start with the general preferences:

Your nameSettingsEdit preferencesGeneral

  1. Set the options that matter most on day one:
    • Language: the language EVX Software uses on your screen.
    • Autodetect time zone: select Yes to use the time zone of your browser.
    • Date format: how dates appear, for example mm/dd/yyyy.
    • Work day start time and Work day end time: the hours of your working day.
    • Use 24 hours format for time descriptions: select Yes to show times from 00:00 to 23:59.
  2. Click Save.

These settings change only your own view, not your colleagues' view.

note

After you change the date format, refresh your browser to see the new format.

The other preference groups adjust each module to the way you work:

  • Dashboard options: what your Overview dashboard shows.
  • Task options: how task lists look and behave.
  • Time options: how time entry works for you.
  • Calendar options: how your calendar displays.

You also see groups for contacts, listings, expenses, and reports. Email options appears when your firm uses the email module.

Each group adjusts one part of EVX Software to the way you work.

Change your password​

Your nameSettingsChange password

  1. Enter your current password in Old password.
  2. Enter your new password in New password and again in Repeat password.
  3. Click Change password.

You need your current password to set a new one.

Your firm may set rules for passwords, such as a minimum length.

What you can do next​

  1. Navigate EVX Software to learn the main areas of the screen.
  2. Understand the core concepts to see how projects, clients, tasks, and time fit together.
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