All the resources and information you need to get your account set up for your organization. We recommend starting here if this is your first time on EVERFI’s learning dashboard.
Learn how to add, edit, and manage users on Foundry to maintain your database of learners.
The Content section of the platform is where you can see what courses and surveys you have available to assign and what configuration options there are. Everything related to the learning activities can be found here.
Learn about all the options administrators have to deliver trainings to learners.
Once you implement your courses, you can use EVERFI’s Reports to track learner progress, analyze survey data, and more. Depending on your organization’s capabilities and types of learners, some of these reports may not be available to you.
Training Management Reports
Financial Education Reports
Whether you use the standard templates or craft your own custom messages, here is where you can understand all the ways EVERFI’s platforms send notifications to users.
Information and resources to create and support the learner experience with EVERFI.
All of the technical resources and documents your IT team needs is in this section. From whitelisting to technical integrations, there are detailed instructions to ensure the learner experience goes as smoothly as possible.
Single Sign-On (SSO) Integration
Application Program Interface (API) Integration
Foundry Release Notes
Learn more about the most recent additions and updates on the Foundry Release Notes page.