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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.


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.

Learner Experience

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

Foundry Platform Updates

Learn more about the most recent additions and updates on the Foundry Platform Updates page.