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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…
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Understanding Account Access
If you have been designated as your organization’s EverTrue Owner, you have the ability to invite your colleagues to become users, manage them, and then delete them once they leave your organization.…
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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.…
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All About: Two-Step Verification
What is Two-Step Verification? Security is EverTrue's utmost priority! Just like your online banking system or email provider, EverTrue offers Two-Step Verification as an added layer of security.…
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Configuring SSO Authentication
Logging in with SSO EverTrue offers authentication with any SAML 2.0 standard compatible Identity Provider. If SSO is enabled, users will take the following steps to log in:…
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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.…
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Connecting a User to a Contact Record
To ensure all Frontline features are functional in EverTrue, Admins/Owners will want to make sure that each user has a linked contact profile record. Please note it may not be necessary for all of…
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Managing Users
Inviting Users Individually Inviting new users from your organization to EverTrue is an important step in ensuring your team uses EverTrue to engage donors, alumni,…
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Unlocking Your Account
Effective 4/6/23, EverTrue began locking accounts that had invoices 90 days overdue. What does that mean for you? If invoices are 90 days or more past due,…