-
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…
-
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.…
-
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.…
-
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!…
-
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…
-
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.…
-
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…
-
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,…
-
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,…