Foundry for Team Leads

As a Team Lead (also known as a Secondary Administrator in Foundry), you are responsible for managing training for a subset of learners at your organization, which we will refer to as your “team.” A Primary Administrator at your organization first creates your team, and as the Team Lead you are able to assign courses to the users on your team and view their progress.

Managing Users

To see a list of all users on your team, navigate to Users > Manage Users on the left navigation. You can use the filters across the top of the page to narrow down your results if you have a large team.

As a Team Lead, you do not have permissions to edit or create new users. If you do need to edit a user’s information or add a user to your team, please reach out to a Primary Administrator at your organization.

Creating Assignments

As a Team Lead, you have full permissions to create and manage assignments for the users on your team. Navigate to the Assignments page in the left navigation to see a list of all assignments for your team.

To create a new assignment, click the Create Assignment button in the top left corner of the page. Complete the form with the desired learning activities that you want to assign as well as the learners you want to assign to. You have access to all learning activities in your organization’s subscription, but you’ll only be able to assign to learners that are on your team.

For more detail on how to create an assignment, refer to our section on Quick Assignments. (In most cases, you’ll be creating a quick assignment for your team. If you need to create an Automated Assignment, please review the Automated Assignments article for detailed instructions. Automated Assignments are only recommended in situations where you don’t know the specific list of learners up front and don’t mind having the courses go out to learners on a rolling basis, for instance, when assigning courses for sanctions.)

Viewing Reports

To check on the progress of your assignments, you can view reports by clicking Insights > Reports in the left navigation. Here you’ll find the Training Progress report, Training Snapshot report, Policy Acknowledgement report, and Email Activity reports. These reports are pre-filtered to only show information about the employees on your team.