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Accepting your EverTrue Invitation
Once you receive your email invitation to join your team on EverTrue, accepting the invite and getting started is a breeze! Please note these invitations are unique to your person and should not be…
- updated 6 mths ago
- 150
- Account

Understanding Account Access
Contents Exploring Core Platform Access User Access Owner Access Exploring Relationship Management Access User Access Owner Access Exploring Volunteer Management Access User and Owner Access…
- updated 6 mths ago
- 98
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Customizing your User Profile
When you become an EverTrue user, you will have your own profile with information about the role you hold at your institution and how you will interact with EverTrue.…
- updated 6 mths ago
- 97
- Account

All About: Two-Step Verification
Contents What is Two-Step Verification? Enabling Two-Step Verification Understanding "Trust this Device" What is Two-Step Verification? Security is EverTrue's utmost priority!…
- updated 6 mths ago
- 123
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Configuring SSO Authentication
Contents Logging in with SSO Configuring SAML Metadata Files EverTrue Primary Service Provider Info (Prod) EverTrue Primary Service Provider Info (Stage for Testing) Key Settings Logging in with SSO…
- updated 6 mths ago
- 163
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Managing Active Sessions
From laptops and work desktops to smartphones and tablets, many of us have multiple devices at our disposal. At any given time, you could be logged in to EverTrue across several devices.…
- updated 6 mths ago
- 58
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Connecting a User to a Contact Record
Contents Matching Contacts To ensure all Relationship Management features are functional in EverTrue, Admins/Owners will want to make sure that each user has a linked contact profile record.…
- updated 5 mths ago
- 125
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Managing Users
Contents Inviting Users Individually Inviting Users in Bulk Deleting Users Understanding your Manage Team Tab Inviting Users Individually Inviting new users from your organization to EverTrue is an…
- updated 6 mths ago
- 175
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