Getting Started
- Overview & Company
  - About Identity and Access Management
  - About Evo Security
- Initial Setup & Requirements
  - Evo Prerequisites & Supported Operating Systems
  - Evo Authenticator Mobile App 5.1 (iOS and Android)
  - Evo Supported Authentication Methods
Directory Environments
- Environments
  - What type of Directory do I need?
  - Set up Evo on Active Directory (LDAP)
  - Set up Evo on Azure AD
  - What is Evo Cloud? Evo's Directory as a Service (DaaS) - How to get Started
  - Sync with Google Workspace
  - Unsupported - Microsoft Azure Virtual Desktop
Deployment & Configuration
- Installation & Setup
  - WS-Federation integration for Office 365 login
  - Elevated Access: Extended User Access Control session
  - Integrating Evo with Windows Desktops
  - Evo Secure Login for Windows / Troubleshooting Secure Login
  - LDAP Agent Settings Editor
  - Azure AD - Federating Microsoft 365 domain
  - Azure AD/On-Prem AD Hybrid Environment - Federating Microsoft 365 Domain
  - Sync with On-Prem Active Directory (LDAP)
  - Sync with Azure AD (AAD) using Microsoft Entra admin center
  - (New UI) Evo Cloud: Directory-As-A-Service Setup and Installation
- Advanced Configurations
  - Windows Credential Provider Best Practices
  - Can you install the Credential Provider on Azure AD joined machines?
  - How to protect Remote Desktop using Evo Security (RDP Support)
  - How to Change Windows Credential Provider Settings in Silent Mode after Installation
- Scripts & Automation
  - Deploy & Uninstall Evo Agent via PowerShell
- Branding & Customization
  - How do I update the Logos to match my company brand? (Web Page and Agent)
Product Information
Evo Portal
- Navigation & Managment
  - Welcome to the New Evo Portal!
  - Tenants Page
  - Onboarding Section
  - Policies Page
  - Rules Section (Global)
  - Integrations Page
  - Settings Section
  - Dashboard Page
  - Directories Page
  - Vault Section
  - Users Page
  - Groups Page
  - Help Desk Verification
  - Help Desk Verification with Microsoft Authenticator and Evo Secure Login
  - Elevated Access: End User Elevation
  - Access Tokens Page
  - Keys (Hardware Keys) Page
  - Endpoints Section
  - Applications Page
  - Elevation Section (Tenant)
  - Main Dashboard
  - Role-Based Permissions / List of Roles
  - Setup Elevated Access
  - Elevated Access: End User Elevation
- User & Directory Managment
  - How do I add or delete customers?
  - How do I add, edit or disable a Domain Account? ( Old UI )
  - How do I add, edit, or delete a directory?
  - How do I disable, enable, or delete user devices (Endpoints)?
  - User Groups
  - Custom Aliases ( Old UI )
  - Local Accounts ( Old UI )
  - Web Accounts
  - How do I manage my user licenses? (Billing and Administration)
- Security & SSO Settings
  - How do I add a rule for single sign-on (SSO) expiration?
  - Password Rotation with Evo
  - Identity Provider (IdP) Login
Integrations
- SSO & Identity Providers
  - Connect Web Apps via SAML with Evo: Version 3
  - Integrating Evo with Box.com (SAML/SSO)
  - Integrating Evo with Keeper
  - What SAML integrations are available?
  - Integrating Evo with Dropbox
  - Integrating Evo with Salesforce
- PSA / Documentation Tools
  - Evo Password Integration with ITGlue
  - Integrating Evo with IT Glue
  - Evo Password Integration with Hudu
  - Evo Integration with Autotask
  - Evo Integration with ConnectWise
  - Integrating Evo with Liongard
- Monitoring & Networking
  - Integrating Evo with Auvik
  - Integrating Evo with Domotz
User Onboarding & Guidance
- MFA & Access Behavior
  - How does the "MFA Status" toggle work?
  - Set Evo Secure Login as default option at login screen
  - MFA Grace Period
  - Temporary Authentication Lockout
- Account Management
  - How do I reset my Evo password?
  - How do I see authentication activity?
  - How do I convert user types?
  - How do I manage my users / users devices?
- End User Documentation
  - How do I create my user account?
  - How do i log in?
  - How do I register my device?
  - Evo Authenticator watch app
  - Using Evo Secure Login (End User)
  - Using Evo Security (End User) - Azure AD
  - Using Evo Security (End User) - Active Directory
  - Installing the macOS Credential Provider
Troubleshooting & FAQs
- Directories Troubleshooting
  - Troubleshooting Evo Authenticator Mobile App Issues
  - Error Fetching AD Groups: How to fix AAD Client Secret expired
  - Troubleshoot issues with the Evo LDAP Agent
  - On-prem AD Virtual Machine hosted on Azure (timeout settings)
- Secure Login Troubleshooting
  - Last User Caching: Evo Login Only & Fast User Switching
  - Error: Login Denied due to Temporary Lockout
  - Error Message: the account is disabled or not found
  - How to Fix Secure Login Always Requests Offline Code
  - How to use Offline code to login to Windows machine without Internet
- Elevated Access Troubleshooting
  - Error: The user has not been granted the requested logon type at this computer
  - How to Troubleshoot Elevated Access / Domain Accounts
- Mobile App Troubleshooting
  - Troubleshooting Evo Authenticator Mobile App Issues
- End User Troubleshooting
  - User cannot login after changing email
- RADIUS Troubleshooting
  - RADIUS - Secure RADIUS Servers with TLS/radsecproxy (CVE-2024-3596)
  - Requesting a RADIUS Server in Evo / RADIUS Troubleshooting
Support & Resources
- Support & Resources
  - Where to go for help / feature requests
  - Adding Evo Users to the Evo Support Portal
  - Setting up Mobile Email to Provide Logs to Evo
  - How do I add, edit, or delete email campaigns?
  - How do I update Evo software?
More

Integrations Page

Last updated on June 12, 2025

Integrations

Here you're able to manage your PSA Integrations for ConnectWise or Autotask (Currently only in the old UI, users will be redirected)

Integrations allow users to sync over companies and manage some support requests as well as handle billing integrations between Evo and other vendors.

Instructions on the ConnectWise integration can be found here

Instructions on the AutoTask integration can be found here

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Rules Section (Global) Settings Section