Welcome to the New Evo Portal!
Welcome to the new Evo Portal! Evo re-designed the portal interface to be faster, more reliable and easier to manage. You'll start on the landing page when you first log in.
Global Search Bar
Can't find that user or directory you are looking for within the Evo Portal? Take a look at our Global Search Bar! The Global Search Bar can be used to track down various contents of your environment, including:
- Users
- Directories
- Keys
- Endpoints
- Aliases
Global Pages
Tenants Overview
This gives you a quick overview of your existing tenants and allows you to add new ones. We'll go down each menu option to see what's available.
Onboarding
When you're setting up new tenants, you'll need to configure the permissions for these users.
In the onboarding section, you'll see 3 tabs:
- Roles & Permissions
- This allows you to set permissions and access for Evo Admins
- Elevation Assignment
- This allows you to manage Elevated Access Assignments
- Tenant Access
- This allows you to manage Access to your different customer tenants
Policies
This menu allows you to set custom policies for SSO Reset Frequencies and IP restrictions for your Evo instance
Rules
You can manage End User Elevation requests here as well as set up different rules and configurations for each
Integrations
Here you're able to manage your PSA Integrations for Connectwise or Autotask (Currently only in the old UI, users will be redirected)
Settings
In this menu you'll be able to manage your own user settings
- Account
- Here you'll see details about your own user
- Devices
- This page will show you all mobile devices connected to your user
- Billing
- This page will let you manage the licenses for each one of your customers
- Customization
- Add a custom logo to your Evo interface here
- Downloads
- Coming Soon
Tenant-Level Pages
When working with each tenant after creation, you'll see menus for them below on the left. Select your tenant to get to the individual pages where the settings can be managed
Dashboard
This is the main dashboard for your tenant. You'll see top level stats in here as well as authentication activity
Directories
You'll see directories that you have created for the tenant on this page and be able to create new ones
Vault
Here you can set up Domain Accounts as well as manage Local and Web Accounts for your tenant
- Domain Accounts
- For Elevated Access, identify accounts that will be used as the shared accounts for logging into this tenant
- Local Accounts
- All local admins that have been identified from Evo Agent installations
- Web Accounts
- Accounts to manage Microsoft 365 instances (Azure Directories only)
Users
Details on all added users can be found here and new ones can be added manually if needed
Groups
Details on all groups are available here and new ones can be created manually if needed
Access Tokens
Add and manage Access Tokens for installing the Evo Agent through this page
Keys
Add and manage Hardware Keys for users through this page
Endpoints
Add and manage Mobile Devices and RADIUS endpoints for users through this page
Applications
Add and manage Applications through this menu. Applications include SAML configurations for different SSO services that you can set up with Evo.
Elevation
Add and manage End User Elevation (Beta) requests through this page
- Requests
- New requests for End User Elevation will show up here and can be approved or denied
- Rules
- Configure rules for automatic approval/denial of End User Elevation Requests