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Foundry

It is important to note that there may be other teams and departments at your organization using the same Foundry account that you may not see depending on your administrator capabilities. If an administrator wants to edit a user, they will need to have the corresponding administrator role as the user they want to edit. See here for more on User Types and Roles.

 

Add a Single User

  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 Type and Role

    • This is a multi-select menu
    • Depending on your organization, there will be options to add Employees, Faculty/Staff, and/or Students
    • This is how you can add additional administrators
    • Learner Role will also need to be determined – supervisor, non-supervisor, undergraduate, graduate, greek, non-traditional
  4. Click “Next”
  5. Complete User Details
  6. Click “Create User” to save the information and create the profile
  7. The user will not receive a notification when the profile is created unless the box to “Send invitation to user” is checked

 

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 Type and Role

    • This is a multi-select menu
    • Depending on your organization, there will be options to add administrators for different populations: Employees, Faculty/Staff, and/or Students
    • Be sure to select the “Admin” User Types
    • A user can be both an administrator and a learner
  4. Click “Next” to complete User Details
  5. Click “Create User” to save the information and create the profile
  6. The user will not receive a notification when the profile is created unless the box to “Send invitation to user” is checked

 

Changing an Existing User to an Admin

  1. Go to Users > Manage Users
  2. Search for the individual user and click on their name in the user list to view the User Profile
  3. Click “Edit” under the name then click “Edit User”
  4. Select the User Type and Role

    • This is a multi-select menu
    • Depending on your organization, there will be options to add administrators for different populations: Employees, Faculty/Staff, and/or Students
    • Be sure to select the “Admin” User Types
    • A user can be both an administrator and a learner
  5. Click “Next” and “Update User” to save the updates

 

Add Multiple Users

  1. Go Users > Manage Users
  2. In the top right corner, click “Add New Users” and select “Upload New Users” which is the top option
  3. If your organization has more than 1 learner population, select the population you want upload first
  4. Prepare User List
    1. Download Template
      • This is the file you need to input your learner information to add them to Foundry.
      • Do not alter the headers, even if you are not using one. This will create an error when uploading learners.
    2. Download legend as .CSV
      • This table contains all your learner classifications that you can copy and paste into the template.
      • Locations, Categories, and Labels need to match exactly what is in Foundry and is case sensitive. Any discrepancies will result in an upload error.
    3. Insert User Data into the User List Template
      • Populate the template following the example with your specific learner information.
      • See below for guidance to complete the template.
    4. Save as a .CSV
  5. Click “Next” to upload your file to Foundry
  6. Click “Next” to review and confirm the upload
  7. Go to User Uploads to view the history of your past uploads

 

User List Template Guidance

  • The maximum number of users that can be uploaded at once is 10,000
  • The file must be a .CSV format.
  • Do not alter the columns or headers; this will result in an upload error.
  • The *asterisk* columns are required.
  • Add 1 learner per row.
  • Omit special characters.
  • SSO ID is required if your organization uses that integration.
  • When adding a date, to keep the formatting you can add a space before entering the value.
  • Locations, Custom Categories and Labels must match exactly what already exists in Foundry, as shown in the legend. The uploader will not create new locations, custom categories or labels; the uploader will only apply existing locations and custom categories and labels to users.
    • All these classifications are available through the legend download to easily copy and paste into the template.
    • We strongly recommend finalizing everything in Foundry first before downloading the template.
    • *Note* If you are using this template to update existing users that have Categories and Labels already attached to them, you will need to include the existing Categories and Labels into this template along with the new updates. If you leave any cells blank under Categories and Labels, they will be be erased from the User Profile.
    • Go to Users > Manage Users and click “Download Results” to see a full list of the current classifications of users in your account. If you do not have access to the existing learners’ Categories and Labels, you will need to reach out to that specific administrator at your organization.
  • The columns with (Y/N) options are User Roles and it is required that 1 “Y” for that group be added per learner. For students, there must be one “Y” in either columns F-I. For employees, there must be one “Y” in either columns H or I. Below are examples of what is accepted.
    • Student upload example:
    • Employee upload example:

 

User Uploads

The User Uploads page is where an administrator can view all historical uploads to add new users to Foundry and to update existing users.

File Name

    • The name of the .CSV file that is uploaded.
    • We recommend making this clear of who is in the list to easily reference later on.

Upload Type

    • New Users = These users do not currently exist in Foundry and are being created with this upload. The email addresses or SSO IDs cannot already be used in Foundry.
    • Update Existing = These users already exist in Foundry and are being updated in bulk. Foundry looks for existing email addresses to identify profiles and updates the other information in the file.

Imported Rows = A .CSV file containing all the users successfully imported.

Rejected Rows = A .CSV file containing all the users that were rejected from Foundry. Download the file to identify why those users were rejected. Possible Errors:

    • Location name cannot be found.
      • Location in template does not match a Location in Foundry.
    • Invalid [Custom Category]
      • The Custom Label under the [Custom Category] does not match a Custom Label in Foundry.
    • Could not encode some characters for this user data. Please add this user manually.
      • Certain characters could not register for the bulk upload. Add the learner individually to Foundry.
    • Email has already been taken.
      • A user in your account already exists using that email address, but may be listed under a User Type that you do not have access to (See User Types and Roles for more information.).
    • SSO ID has already been taken.
      • A user in your account already exists using that SSO ID.
    • Rule Set Roles [[“role default is invalid”]].
      • The User Role is missing. Write a “Y” in one of the columns with that option per user.

Upload = Date when the file was uploaded.

Status

    • Complete = The full file was processed, but there may be some rejected rows.
    • Incomplete = An error occurred and the entire file was not processed. Click on the Incomplete Icon icon to Preview the user list and make any adjustments to the file.

Delete = Delete the upload record. This can only be done for Incomplete Uploads

Troubleshooting

Problem: Email address or SSO ID has already been taken
Solution:

  1. A user already exists in your Foundry account with the same email address or SSO ID
  2. Go to Users > Manage Users to search for the other profile with that information
  3. To include deactivated learners in that search, expand the “User Status” filter and check the box for “Deactivated”
  4. Search for the email address or SSO ID in the search bar in the top right corner
  5. Once you find the right person, click their name in the user list to view their User Profile
  6. Click Edit to adjust the appropriate information

Problem: Not all learners were successfully uploaded when adding multiple learners
Solution:

  1. Go to Users > User Uploads to view the account history of batch uploads to Foundry
  2. “Imported Rows” indicates how many users were successfully added to the account
  3. “Rejected Rows” indicates how many users were not successfully added to the account
  4. Download the .CSV under “Rejected Rows” to see what caused the errors
  5. Possible Errors:
    • Location name cannot be found.
      • Location in template does not match a Location in Foundry.
    • Invalid [Custom Category]
      • The Custom Label under the [Custom Category] does not match a Custom Label in Foundry.
    • Could not encode some characters for this user data. Please add this user manually.
      • Certain characters could not register for the bulk upload. Add the learner individually to Foundry.
    • Email has already been taken.
      • A user in your account already exists using that email address.
    • SSO ID has already been taken.
      • A user in your account already exists using that SSO ID.

 

 


LawRoom

 

Add a Single User

  1. Log into the LawRoom Admin Portal
  2. Select “Administration” from the sidebar menu then click “Add Attendees”
  3. Click the “Add Individual Attendee” button
  4. Complete “Enter User Information” fields click the “Add User” button on the bottom of the screen to add the user

 

Add an Administrator

  1. Log into the EVERFI Admin Toolbox
  2. Click on Administration > Add Attendees
  3. Click on the ‘Add Individual Attendee’ button

Screenshot 2017-09-20 12.48.53.png

Fill out all admin information on the “Add Individual Attendee” form (see below) and switch the radial option for “Is an Admin user?”. Assign rights (visibility over the account’s groups and locations).

Note: If your account does not use unique groups or locations, all users fall under a Group and Locations entitled “Default”, new admins will need rights into these Default tags upon setup. See screenshots below.

Screenshot 2017-09-20 13.06.33.png

Choose if the user should be a Primary or Secondary Admin and set rights

Screenshot 2017-09-20 13.06.46.png

Note: Primary admin accounts cannot be edited nor deleted by other admins.

Secondary admin accounts can have limited accesses to user pool based on locations/groups.

Assign Rights

(view of account without unique Locations and Groups)

Screenshot 2017-09-20 15.36.49.png

Once the form has been completed, click “Add Attendee” in the bottom right to add the new administrator to the account. Direct the new admin to visit this page Password Reset in order to gain access to their credentials for future logins.

 

Adding Administrator rights to existing user profile

  1. Log into EVERFI Admin Toolbox
  2. Click on Administration > View – Edit Attendee
  3. Search for user in drop down menu or search by last name.
  4. Toggle the radial buttons next to “Right to administer training program (by location/group)?

Screenshot 2017-09-21 08.50.33.png

If there are Location and Groups mapped to the account, a form to choose visibility over specific markers will populate on the page.

Screenshot 2017-09-21 09.05.42.png

Click “Assign Rights” (if unique Locations and Groups are mapped to account) to display the account’s Locations and Groups.

Screenshot 2017-09-21 09.12.39.png

Click the “+” next to a specific Location to display that Location’s Groups.

Screenshot 2017-09-21 09.13.02.png

Choose which groups the admin should have visibility over by checking the boxes next to the group name (or the master button directly beneath the Location’s name).

Click “Update” at the bottom of the form to close and click “Update Info” on the profile page to update the user as an admin.

If the user needs to regain access to their credentials in order to login as an admin, they can reset their password via the form linked HERE.

 

 Add Multiple Users

  1. Log into the LawRoom Admin Portal
  2. Select “Administration” from the sidebar menu then click “Add Attendees”
  3. Click the “Download Template” button to begin completing the spreadsheet with your users’ information, click the “Upload Your File” button to upload your spreadsheet of user information.
  4. Things to note when filling out the spreadsheet:
    • Do not modify the header row, remove columns, or add new columns
    • Clear formatting in cells when copying over information
    • Columns A-G and J are required to fill out>
    • Locations and/or Groups are represented in columns H and I, if you would like to use this feature or add more, contact your Customer Success Manager. They will need to activate them before you can upload your list of users.
    • The file must be saved in an xlsx format before it is uploaded
  5. Once you upload your spreadsheet you will be brought to a screen to preview the list of users (New, Existing, and Invalid) you uploaded. If there was an issue with the spreadsheet you uploaded a window will pop up asking if you would like to download a spreadsheet that outlines the errors to fix.
  6. If your spreadsheet has no errors, click the “Import Users” button at the bottom of the screen to add your list of users

Higher Ed Partner Center (Homeroom)

In Homeroom, administrators do not upload users to the platform. Instead this platform uses a self-registration method. The following instructions are for EVERFI’s standard registration process. If your organization is using the SSO integration, please follow those instructions.

  • Administrators need to acquire a registration code for the assigned course(s) from their EVERFI Account Manager.
  • Using this Standard Login Directions Template, organization administrators send out the login information and registration code to learners from an institution email address or distribution list.

Learner has not Previously Registered

  1. To register, learners need to go to http://www.everfi.com/login and click “Register” where they will input the unique registration code
  2. Learners will complete the following form with their information and select the appropriate Group/Class if necessary
  3. Next, they will be taken to their Learner Dashboard with the course assignments associated with the registration code

 

Learner has Previously Registered

If a learner already has a Higher Education Partner Center Account from a previous year, they can use their existing credentials to access the Learner Dashboard. From there, they will need to add the new registration code associated with the current year’s assignment.

  1. To register, the learner goes to http://www.everfi.com/login and inputs their existing email address and password
  2. In the top right corner of the Learner Dashboard, there is a field called “Add a Course” which is where the learner will input the registration code for the new assignment

 

Add An Administrator

To provide a user with administrative access or to remove administrative access, you will need to contact your Account Manager.  Please send an email that includes the individual’s full name, email address, and which courses to have administrative access to.


CampusClarity

 

Add a Single User

  1. Login into the CampusClarity Admin Portal
  2. Click on the people icon in the left side menu bar
  3. Select the “Manage Users” button in the slideout menu
  4. In the next page select the “Add User” button
  5. A window will pop up prompting you to fill out the new user information
  6. Select the “Save” button once you complete the form to add the user

 

Add an Additional Administrator

If you are currently an Admin of the EVERFI accounts, you can manage which users do and do not have administrative access to your.

  1. Log into your account
  2. Click on the people icon in the left navigation bar
  3. Select Manage User
  4. Click on “add new user” in the top navigation bar
  5. Select “non-student”
  6. Complete the profile and be sure to select faculty or staff
  7. Finally, be sure to select the checkbox at the bottom- “set as admin”

 

Add Multiple Users

  1. Login into the CampusClarity Admin Portal
  2. Click on the people icon in the left side menu bar
  3. Select the “Manage Users” button in the slideout menu
  4. Select the “Download Template” button
  5. Filling out your template:
    • Do not modify the top row
    • Do not add or delete any columns
    • Columns A-C are required to fill out
    • All other columns are optional
  6. Once you have filled out the template, upload the file and press the “next” button
  7. Preview the users you have uploaded, press the “confirm” button to add the users