Product Information – Evo Security | Help Center

Ask AI

Getting Started
- Overview & Company
  - About Identity and Access Management
  - About Evo Security
- Initial Setup & Requirements
  - Evo Prerequisites & Supported Operating Systems
  - Getting Started: MSP Onboarding Guide
  - Evo Authenticator Mobile App 5.1.x (iOS and Android)
  - Evo Supported Authentication Methods
Directory Integrations
- Environments
  - What type of Directory do I need?
  - Directory Integration: Entra ID (formerly Azure Active Directory)
  - Set up Evo on Active Directory (LDAP)
  - Sync with Google Workspace
  - Evo Cloud: Directory-As-A-Service Setup and Installation
  - 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
  - Getting Started: Multi-Factor Authentication
  - Evo Secure Login for Windows / Troubleshooting Secure Login
- SSO/ SAML
  - What SAML integrations are available?
  - Passwordless Login
  - 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
  - Getting Started: Technician Elevation
  - Technician Elevation: Extended User Access Control session
  - Technician Elevation: Just-in-Time Accounts
  - Password Rotation with Evo
  - Local Admin Accounts
  - Web Accounts
- End User Elevation
  - Getting Started: End User Elevation
  - Usage Guide: End User Elevation
  - End User Elevation: Custom Branding
- Help Desk Verification
  - Getting Started: Help Desk Verification
  - Help Desk Verification with Microsoft Authenticator and Evo Secure Login
- Agents
  - Windows Agent Deployment
  - LDAP Agent Settings Editor
  - macOS Agent Deployment
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?
  - 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
  - Integrating Evo with Halo PSA
  - Evo Password Integration with Hudu
  - Evo Integration with Autotask
  - Evo Integration with ConnectWise
- Microsoft EAM Integration
  - Microsoft EAM integration
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

MFA

Getting Started: Multi-Factor Authentication

Evo Secure Login for Windows / Troubleshooting Secure Login

SSO/ SAML

What SAML integrations are available?

Passwordless Login

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

Getting Started: Technician Elevation

Technician Elevation: Extended User Access Control session

Technician Elevation: Just-in-Time Accounts

Password Rotation with Evo

Local Admin Accounts

Web Accounts

End User Elevation

Getting Started: End User Elevation

Usage Guide: End User Elevation

End User Elevation: Custom Branding

Help Desk Verification

Getting Started: Help Desk Verification

Help Desk Verification with Microsoft Authenticator and Evo Secure Login

Agents

Windows Agent Deployment

LDAP Agent Settings Editor

macOS Agent Deployment