Welcome Admins

Admin Support & Help Center

This is where you can find everything you need to navigate our platforms, set up courses, review data, and browse our resources for a successful implementation. Can’t find what you’re looking for? Submit a ticket to our Solutions Team and someone will respond within 24 hours.

Filter by Platform. EVERFI offers dozens of courses across 4 different platforms. Select the platform(s) you use to easily find what's relevant to you.

Select one or multiple items.

Account setup

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.

Guides

IT Checklist

Users

This section contains instructions around user profiles and user information. Administrators can add, edit, and deactivate learners and additional administrators to maintain their database of users.

Manage Users

Custom Categories and Locations

Reports

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.

Completion and Progress Reports

Survey Data Reports

Other

Assignments

Learn about all the options administrators have to deliver trainings to learners.

Creating Assignments

Managing Assignments

Deactivating Assignments

Content

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.

Content Library

Configurations

Policies and Resources

Communications

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.

Invitations and Reminders

Other Notifications

Learner Experience

Information and resources to create and support the learner experience with EVERFI.

Technical Support

Learner Dashboard

Climate Surveys

A climate survey is a tool that can gather feedback and information from your student body. EVERFI’s climate survey tool is easy to use and offers a variety of customization options making it easy to create a survey for exactly what you need.

Setting Up a Climate Survey

Distribution

Technical Resources

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.

Integrations

IT Checklist

Single Sign-On (SSO) Integration

Application Program Interface (API) Integration

SCORM Integration

Contact Us

For additional help, please send us a message about your question.

Send a message

Common Questions