Add Learners to Platform
Learn how to add learners to the platform.
As an administrator you may have the need to add a single user to your Foundry account. In most cases, this will be when you are adding an additional administrator but could also be for a learner.
The instructions below will review the steps to add one user at a time.
1. Navigate to the left-hand navigation bar and click on Users > Manage Users
2. In the top right corner, click Add New Users and select Add New User which is the bottom option
3. Select the user type and role
- This is a multi-select menu
- Based on your own user type and role you may see different options available to select. You should select the option that best matches your desired permissions for the user you want to add
- For each user you will need to select both a User Type and a Role
4. Click Next
5. Complete User Details form
- Employee ID and Student ID are optional and intended for your internal record-keeping purposes
- Locations will only appear if the account has more than one Location set up
- SSO ID will only appear if the account uses single sign-on.
- Send Invitation to User should be checked when adding an administrator. When adding a learner, this should be unchecked since they will receive an email notification when the assignment starts.
- User Can Edit Their Personal Information? If selected, users can edit any information on their User Profile. We recommend checking this box for administrators only.
- Do Not Send Training Invitations and Do Not Send Training Reminders can be selected if you do not want this specific user to receive automated Foundry communications. We recommend keeping these unchecked so learners can get notifications about their assignments.
6. Click Create User to save the information and complete the profile
Note: The User Profile options will vary based on your specific organization’s settings. For example, if your organization only has one location set up, you will not see the location dropdown. If your organization is utilizing Alternative Log In, see this article for more information:Alternative Login: FAQs
Add an Additional Admin
1. Go to Users > Manage Users
2. In the top right corner, click Add New Users and select Add New User which is the bottom option
3. Select the User Types And Role
- This is a multi-select menu
- Based on your own account, user type, and user role you may see different options available to select for different populations: Employees, Faculty/Staff, or Students
- Check the box(es) for the Admin User Types
- A user can be both an administrator and a learner
4. Click Next to complete User Details (see above for field definitions in this menu)
- The user will not receive a notification when the profile is created unless the box to Send invitation to user is checked
5. Click Create User to save the information and complete the profile