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Teams

Learn all about the Teams feature.

Overview

The primary purpose of a Team is to provide another level of permission boundaries to features and data in Foundry. Administrators within a Team will only be able to see the learners and associated data for those within their Team. Only Primary Administrators can create and edit Teams.

 

Permission Levels

A user’s role will determine what they have access to in Foundry. A filter for Teams will appear in Manage Users and Reports to quickly view data for those learners.

  • Primary Administrators can see all features and data in Foundry across all Teams
  • Secondary Administrators (also known as Team Leads) can see the following for the Teams they manage:
    • Manage Users
      • Secondary Administrators may see users outside of their permissions on this page, but cannot make any edits
    • Reports- Secondary admins can see any report, however they can only see the employees associated with their team that they have created
    • Assignments- Secondary admins can only see assignments that they create 

 

Note: If a Primary Administrator makes an assignment that is not specific to a team that has been created,  their team managers ( or Secondary Administrators) will not be able to see that activity, even though that person(s) they are trying to find progress for may be under that team.

 

Create a Team

  1. Go to Users > Teams
  2. Click “Create New Team” and complete the form with the following information (*=required)
    • Team Name*
    • Description
    • Team Manager(s)
    • Phone Number
    • Image URL
    • Email
    • Website
    • Attributes* – Any users who fall into the set criteria will automatically be added to this Team. Please note: You can only use one of the below attributes. You can either use Location(s) OR Custom Category + Label(s).
      • Location(s) – if the Team has one or more Location attributes, then a user must have one of these Locations to be a team member
      • Custom Category + Label(s)  – if the Team has one or more Label attributes , then a user must have at least one of those Labels to be a team member
  3. On the Manage Teams page, you can view all your organization’s Team Names, Descriptions, Managers, Active Users Count, and click to edit
  4. In the Edit Teams view, you can view all the details of and a list of all the users in that Team

User Management

The Attributes (Categories, Labels, and Locations) of a Team need to be determined to be able to add users to that Team. Primary Administrators can then add users or edit existing users to match the set attributes and be added to the appropriate team.

Assignment Management

On the Assignments creation page, a “Team” dropdown field is to specify which users within a Team this can be sent to. It is optional for Primary Administrators to set the Team allowing them to create assignments across their organization. Secondary Administrators must select a Team of which they are the Manager and they will only have access to assignments within their Teams.

Note: If the Team of the assignment changes, the learners already part of that assignment will continue to have access to it in addition to the new Team added.

For Team Leads

If you’re a Team Lead, see our article on Foundry for Team Leads article to learn how you can use Foundry to manage training for your team.