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 as soon as possible.
Select the platform(s) you use to easily find what's relevant to you.
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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.
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.
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.
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.
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.
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.
