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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 as soon as possible.

For additional help, please call us at (800) 945-2316.

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.

Guides

IT Checklist

Managing Users

Learn how to add, edit, and manage users on Foundry to maintain your database of learners.

The Basics

User Attributes and Organization

Advanced User Management

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

Assignments

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

Assignment Basics

Quick Assignments

Automated Assignments

Legacy Assignments

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.

Reporting Guides

Training Management Reports

Insights

Financial Education Reports

Other Reports

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.

Types of Messages

Course Invitations

Course Reminders

Learner Experience

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

Technical Support

Learner Dashboard

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

Other

Foundry Release Notes

Learn more about the most recent additions and updates on the Foundry Release Notes page.

Contact Us

For additional help, please call us at (800) 945-2316.

We are available 9am to 5pm Monday – Friday ET.

You can also submit a web case using the button below.

Submit a Web Case

Common Questions