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Manage Administrative Access

Learn how to manage administrative access for a user.

If the user does not already exist in the account, you should:

  1. Log into your account
  2. Click on Users on the left hand navigation
  3. Click on Manage Users
  4. Next, find Add New User in the top right hand corner 
  5. In the drop down, select Add New User 
  6. To add administrative rights, first select the appropriate user type. Generally this is the option that ends with admin
  7. Once you’ve selected, click Next and complete the profile. 
    1. It is recommended that you click Send Invite to User

If the user already exists in the EVERFI platform:

  1. Log into your account
  2. Click on Users on the left hand navigation
  3. Click on Manage Users
  4. When you get to the list of learners, use the search bar to locate the user
  5. Once located, click on the name
  6. Click on Edit and then Edit User
  7. Once on the pop up screen, you can select the admin role and click Next.