Welcome to the Evo Portal!

This article provides an overview of the Evo Partner Portal and how it enables partners to efficiently manage customers, deployments, and ongoing operations from a single, centralized interface. Designed with MSPs and IT service providers in mind, the Partner Portal streamlines tasks such as tenant management, licensing, onboarding, and visibility across multiple environments.

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.

In the General section of the Evo Partner Portal, you can customize branding and manage key administrative settings for your portal.

Here, you can upload and update the logos used throughout the portal and in system-generated communications. Separate logo options are available for light mode and dark mode to ensure your branding displays correctly in all themes.

The Support Access setting allows you to control whether the Evo Support team can access your portal for troubleshooting purposes. If you need to restrict access, simply uncheck Allow Evo support team administrator login access for troubleshooting and click Save Changes.

The final option in the General section is Show Onboarding. This setting controls the visibility of the initial onboarding wizard that appears when you first log in. If you would like to rerun the self-onboarding process to set up a product again, you can reset and launch the onboarding wizard from here.

This gives you a quick overview of your existing tenants and allows you to add new ones. Click on the Add New Tenant button in the upper right corner to begin the Tenant Setup Wizard.

In the Policies section, you can create and manage policies for the various product solutions within the Evo Portal. Policies allow you to define and enforce security settings consistently across your environment.

To get started, click the New button in the upper-right corner to create and view available policy options. For detailed explanations of each policy type, configuration options, and best practices, refer to the dedicated Policies Knowledge Base article.

The Integrations section is where you can connect Evo Security with your existing tools and platforms, including your PSA, Password Sync, and Microsoft External Authentication Method for Entra. These integrations help streamline workflows, enhance security, and ensure a seamless experience across your environment.

For step-by-step setup instructions and configuration details, please refer to the Integrations section in the Knowledge Base and articles specific to the software you are connecting.

There are three tabs under Permissions:

The Global Licensing Settings section allows you to manage the total number of licenses available in your portal. Here, you can adjust overall licensing quantities to match your organization’s needs.

Below the global settings, you can assign licenses to individual tenants, ensuring that each customer or environment has the appropriate number of licenses allocated for their users and services.

In the Downloads section, you can download the Evo Agent or LDAP Agent for deployment in your environment. Simply select the type of agent you need, review the relevant information, and click Get Software to download the installer.

In the API section, you can configure connections to third-party software, enabling you to leverage Evo Security’s API integrations. This allows external systems to interact with the portal, automate workflows, and extend the functionality of your security environment.

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

This is the main dashboard for your selected tenant, providing a high-level view of key statistics and authentication activity. The updated dashboard displays client-specific insights rather than combining data across all clients, offering clearer visibility into each tenant’s environment. From here, you can quickly review outstanding End User Elevation requests, registered endpoints and RADIUS instances, user information, successful and failed authentication activity, global login locations, and a detailed breakdown of individual elevation requests

You'll see directories that you have created for the tenant on this page and be able to create new ones

The Identities section is where you manage all user and authentication-related settings within the Evo Portal. It includes the following subsections:

Each subsection allows you to configure the settings needed to set up and maintain secure access for your users and environments.

The Endpoints section provides an overview and management tools for all devices and connections associated with your Evo environment. It includes the following subsections:

Each subsection allows you to monitor, configure, and manage devices and connections to ensure secure and efficient access across your environment.

The Elevation section is dedicated to the Evo End User Elevation product, which helps manage and control administrative access requests. It includes the following subsections:

This section centralizes all aspects of end user elevation, helping you maintain security while providing controlled administrative access.

Here you can set up Domain Accounts as well as manage Local and Web Accounts for your tenant

The Applications section is used to configure Single Sign-On (SSO) within the Evo Portal. To get started, click the New button in the upper-right corner to view available setup options, including several pre-configured application templates.

For applications that are not listed, you can create a custom integration by using the SAML Web App tile, allowing you to configure SSO for additional web applications.

Events

The Events section displays activity across the Evo Portal, providing visibility into what’s happening in your environment. Here, you can review Evo events such as user logons, elevation requests, and other system actions.

For reporting or auditing purposes, these event logs can also be exported, allowing you to retain records or analyze activity outside of the portal if needed.

Map

The Map view displays the geographic locations from which users have logged in to the portal. Each marker represents a login event, helping you quickly visualize user activity across different locations.

Click on a marker to view additional details, including the email address of the user associated with that login.

The Email Campaign section is where you configure and manage end user MFA registration campaigns. From here, you can create and customize emails that are sent to end users to guide them through setting up their Evo account and registering the Evo Authenticator App.

These campaigns help streamline onboarding by providing clear, step-by-step instructions, ensuring users complete their MFA setup quickly and successfully.