Platform Selector


Make sure learners see and acknowledge your organization’s policies by including them with courses or learning activities. Policies can be associated with specific courses, locations, and topics. You can require that learners acknowledge them, or skip this requirement.

Find Policies under Customizations in the sidebar.

Add a New Policy

To add a new policy to the system and make sure it shows to the right learners:

  1. Click New Policy in the top right corner of the Manager Policies page.
  2. Select the format that matches your policy: PDF or link. Click Next.
  3. Name this policy. Pick a name that will make sense to other administrators; this name won’t show to learners.
  4. Enter your policy: upload a PDF or paste in a link. Double check the formatting. If you’re using a url, make sure it begins with http:// or https://
  5. If you have a version of this policy in other languages, use the language rail on the right to select another language and enter the policy. If you don’t see a list of languages on the right, or the language you need is not on it, check with your primary admin about adding this feature with EVERFI. You must include an English version of every policy as a backup.
  6. Once your policy looks good, click Next.
  7. Specify when and where learners should see the policy.
    1. Select each course or activity where you want the policy shown. Some courses may have more than one policy type, so be sure to specify which type of policy this is using the checkbox to the left of the course name.
    2. Select the locations where you want the policy shown.
  8. Click Confirm.

Edit an Existing Policy

To edit an existing policy, add a language, or change where it shows to learners:

    1. Find the policy you want to edit on the Policies table. Click the pencil icon ✏️  to edit.
NOTE: If you need to change the underlying PDF or type of policy on Step 1, you will need to deactivate the current policy and create a new one.
  1. Here you can change the policy’s name or change the policy itself. To add or change a policy in another language, select a language from the right and edit in the center.
  2. Click Next.
  3. Here you can change when and where learners will see the policy. Add or remove courses and activities on the left. Add or remove locations on the right. If a policy shows in the right course, but in the wrong place, change the policy type in the dropdown just to the right of the course name.
  4. Click Confirm.

Remove an Existing Policy

To remove an existing policy:

  1. Find the policy you want to remove on the Policy table. Click the ban icon 🚫  in the Actions column to Deactivate Policy. This policy will no longer appear to learners. Don’t worry, we still save it and a list of all learners who acknowledged it.
  2. Confirm your action by hitting OK.



  1. Log into your administrator account
  2. Click on “customize” in the top navigation bar
  3. Locate the course you would like to update and click on “policy”
  4. Click the blue “add a policy” button in the top right
  5. Select the type of resource, provide a name and include a link or rich text
  6. Click “save”



As a primary admin, you have the ability to upload, view or update policies for all HTML5 courses in your account. Most courses have the ability by default to have one policy added to them for review and acknowledgement by your users. The ‘Policy’ tool allows you to upload and map your policies to automatically show in the specific courses you want them to display in.

Step-by-step Instructions: Click HERE to view our training guide!



  1. Click the CUSTOMIZE icon in the global navigation on the left.
  2. In POLICIES, you can add policies to courses.
  3. Select the course(s) that will have the new policy.
  4. Click the Browse button in the policy page and select the correct file on your computer. (Note: Select the radio button if it’s a Sexual Misconduct policy)
  5. Choose the policy type.
  6. Click Publish button.

Policy Acknowledgement Report


As an admin you have the ability to print the policy acknowledgements that your users have signed by using the Policy Acknowledgement tool in the Administration section of the EVERFI Admin Toolbox. Below is a video and step-by-step instructions on how to use this tool.

Click HERE to watch our training video!

Step-by-step Instructions: Click HERE to view our training guide!