Add a Location

In order to segment your users by location and also ensure that they receive the appropriate state law content for compliance training, you’ll first need to create those locations in your Foundry account. EVERFI will have created your first location when setting up your account, but if your organization has more than one location, you’ll want to follow the steps below to create additional locations.

1. Go to Users > Locations
2. Click New Location in the top right corner and complete the form

• External Location ID = An internal reference to the Location. Learners do not see this.

• Name = This is something users will see so choose something that is recognizable. Common names reference the state, town/city, or campus.

• Address = It can be as specific as a street address or just the state. At minimum, the state is required so courses can reference the applicable state laws.

• Contact Information = If there is a specific administrator who is the main point of contact at a specific location, then this is where that information can be stored. It is not required.

3. Click Save.