Getting Started

Getting Started
- Overview & Company
  - About Identity and Access Management
  - About Evo Security
- Initial Setup & Requirements
  - Evo Prerequisites & Supported Operating Systems
  - MSP Onboarding Guide
  - Evo Authenticator Mobile App 5.1.x (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
  - Evo Cloud: Directory-As-A-Service Setup and Installation
  - Sync with Google Workspace
  - Unsupported - Microsoft Azure Virtual Desktop
Deployment & Configuration
- Advanced Configurations
  - How to protect Remote Desktop using Evo Security (RDP Support)
- Scripts & Automation
  - Deploy & Uninstall Evo Agent via PowerShell
  - Deploying the Evo Agent using ConnectWise RMM
- Branding & Customization
  - How do I update the Logos to match my company brand? (Web Page and Agent)
Product Information
- MFA
  - Evo Secure Login for Windows / Troubleshooting Secure Login
- SSO/ SAML
  - What SAML integrations are available?
  - How do I add a rule for single sign-on (SSO) expiration
  - Identity Provider (IdP) Login
  - Connect Web Apps via SAML with Evo: Version 3
  - Azure AD/On-Prem AD Hybrid Environment - Federating Microsoft 365 Domain
  - Azure AD - Federating Microsoft 365 domain
  - WS-Federation integration for Office 365 login
  - Setting up SAML with Salesforce
  - Setting up SAML with Dropbox
  - Setting up SAML with Keeper
  - Setting up SAML with Box.com
  - Setting up SAML with Liongard
  - Setting up SAML with Auvik
  - Setting up SAML with Domotz
- Tech Elevation
  - Elevated Access: Extended User Access Control session
  - Elevated Access: Just-in-Time Accounts
  - Setup Elevated Access
  - Password Rotation with Evo
  - Local Admin Accounts
  - Web Accounts
- End User Elevation
  - Elevated Access: End User Elevation 2.3.x
- Help Desk Verification
  - Help Desk Verification
  - Help Desk Verification with Microsoft Authenticator and Evo Secure Login
- Agents
  - LDAP Agent Settings Editor
  - Installing the macOS Credential Provider
Evo Portal
- Navigation & Managment
  - Welcome to the New Evo Portal!
  - Tenants Page
  - Policies Page
  - Rules Section (Global)
  - Integrations Page
  - Settings Section
  - Dashboard Page
  - Directories Page
  - Vault Section
  - Users Page
  - Groups Page
  - Access Tokens Page
  - Keys (Hardware Keys) Page
  - Endpoints Section
  - Applications Page
  - Elevation Section (Tenant)
  - Role-Based Permissions / List of Roles
- User & Directory Management
  - 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
  - How do I manage my user licenses? (Billing and Administration)
Integrations
- PSA & Password Sync Integrations
  - Evo Password Integration with ITGlue
  - Integrating Evo with IT Glue
  - Evo Password Integration with Hudu
  - Evo Integration with Autotask
  - Evo Integration with ConnectWise
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
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
  - 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

Overview & Company

About Identity and Access Management

Initial Setup & Requirements

Evo Prerequisites & Supported Operating Systems

This guide walks you through configuring your Managed Service Provider (MSP) environment in the Evo Portal. After completing these steps, your MSP will be ready to administer Evo Security services for customers.

Overview & Company

About Identity and Access Management

About Evo Security

Initial Setup & Requirements

Evo Prerequisites & Supported Operating Systems

MSP Onboarding Guide

Evo Authenticator Mobile App 5.1.x (iOS and Android)

Evo Supported Authentication Methods