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Foundry

There are several ways to edit users once they are uploaded into Foundry. Which option you choose depends on how many users and what information you want to edit.

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.

 

Edit a Single User

This method is recommended if there are a few specific users to update and the changes are the User Details, Location, Custom Categories, Custom Labels, or Role. If there is an administrator who needs to be added, you can follow this process.

  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 and select what information needs to be edited

    • “Edit User” lets administrators adjust User Types, Capabilities, Roles, and User Details, such as name, email, location, ID, and SSO ID
    • “Manage Labels” lets administrators add, remove, or change Custom Labels for a user’s classification
  4. Make any adjustments to the profile and click Save

 

Edit Multiple Users from Manage Users

There are a few bulk action edits that can be done from the Manage Users page that lists out all users in the account. Administrators can use the filters along the left or hand-select multiple users to edit by checking the selection boxes and making those changes. This is the suggested process if administrators are looking to bulk deactivate and reactivate users or edit Custom Categories, Labels, or Locations.

  1. Go to Users > Manage Users
  2. Check the boxes to the left of users names to select them
  3. Bulk Actions

    • Deactivate
      • This action will change a user’s status to Deactivated and they will no longer be able to access their account on Foundry or complete any courses assigned.
      • It will not permanently erase the user’s profile for compliance purposes.
      • The user will not appear in any administrator reports or metrics.
    • Reactivate
      • This action will return any Deactivated users Active.
      • Users will be able to log into their account and access any courses assigned.
      • If an assignment is still active when the user was Deactivated, then the user will be able to continue their progress in that same assignment.
  4. Labels

    • “Set Location” will prompt a menu to appear listing all the Locations in your account. Pick one to change all selected users to that Location.
    • “Set [Custom Category]”
      • What appears below “Set Location” are all the Custom Categories in your account.
      • Click the Category to open a selection menu of the Custom Labels within that Category.
      • Pick one to change all selected users to that Label.
      • Alternatively, you can check the box at the bottom to remove the Label completely from the selected users.

 

Edit Multiple Users with Upload to Update

This method is recommended for admins who want to update a large quantity of users and make several updates at once. Email addresses cannot be updated with this process and must be done individually.

This Upload to Update process can be helpful to bulk edit Custom Categories, Labels, and Locations, update roles, or add unique identifiers (names, SSO ID, Employee ID) to users. This is also how admins can add new learner capabilities in bulk to leaners, such as existing student employees who need to have the faculty/staff learner capability added.

  1. First, have the new Categories and Labels set up before beginning this process
  2. Go to Users > Manage Users
  3. Click on the “Update Users” button in the top right corner; it is the button on the right
  4. If your organization has more than 1 learner population, select the population you want to update
  5. Prepare User List – Review Tips and Guidance
    1. Download Template
      • This is the file you need to input your learner information to update them on 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.
    3. Insert User Data into the User List Template
      • The maximum number of users that can be uploaded at once is 10,000.
      • Populate the template following the example with your specific learner information.
      • Locations, Categories, and Labels need to match exactly what is in Foundry and is case sensitive. Any discrepancies will result in an upload error.
      • *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.
    4. Save as a .CSV
  6. Click “Next” to upload your file to Foundry
  7. Click “Next” to review and confirm the upload
  8. Go to User Uploads to view the history of your past uploads

 

Edit Users with Quick Lists

If there is a list of users that need to be edited who fall into several Categories, Labels, or Locations, then Quick Lists is the preferred option to bulk edit. Quick Lists allow administrators to upload a roster of specific users to later reference in creating assignments, viewing reports, and managing users.

  1. Create a Quick List with the users you want to update
  2. Go to Users > Manage Users to now see a filter called “Quick Lists”
  3. Check the box for the Quick List containing the emails of users to edit
  4. Select all by checking the box to the left of “First Name”
  5. See the previous section above with details of “Labels” and “Bulk Actions”

LawRoom

 

Edit a Single User

As an admin you have the ability to view or edit an attendee record. The View-Edit tool allows you to edit the specifics of anyone who is already in the system as well as to trigger password reset emails to any attendee that may need to reset their password.

  1. Log into the EVERFI Admin Toolbox
  2. Click on Administration > View-Edit Attendee
  3. This will open the ‘View-Edit Attendee’ tool so that you can look up and edit any attendee information in your account.

STEP 1: Select Attendee

  1. Use the drop down menu to choose an individual employee or type part or all of their last name into the ‘search name’ field and click ‘Go’
  2. If using the ‘search name’ field you will then need to click on the lower drop down to choose the correct name.

STEP 2:  View/Edit Attendee

  1. Once you have chosen your user the View/Edit tool will appear: 
  2. From here you can update any of the available fields. Keeping in mind that First Name and Last Name can only be edited up until the point that a user has started their first course, after that your Customer Success Manager will have it updated for you.
  3. Click ‘Update Info’ once you are done updating fields

Note Tool:

  1. To add a note on the user record, click the ‘+ Add Note’ button on the user’s account.
  2. Type your note and click submit
  3. When you expand the Notes field all notes will be displayed

Courses Assigned:

  1. Expand this section to see all courses that have been assigned to this user and their progress. 

Courses UnAssigned:

  1. Expand this section to see all courses that have been unassigned to this user. 

 

Edit Multiple Users

To bulk update several users at once in LawRoom, administrators can use the same process to add multiple users at once. LawRoom will recognize the email address in the upload template and match it to the existing email address in the system. All the other fields in the template will update when it is uploaded to LawRoom.


Higher Ed Partner Center (Homeroom)

  1. Click on the “Students” tab at the top of the screen, then select “Manage Students” from the dropdown menu
  2. Type the user’s name in the search bar located in the top right corner of the screen
  3. Once you find the user, click their name and you will be brought to the user’s profile
  4. There will be multiple buttons that allow you to edit different parts of the user’s details
  5. Each edit button will cause an edit pop up window, when you are finished editing click the “Save” button in the bottom right of the window

CampusClarity

Edit a User

  1. Login to the CampusClarity Admin Portal
  2. Click the “People” icon in the left side bar and select “Manage Users”
  3. In the left corner of the screen, type the user’s name in the search bar
  4. Once you find the user, click the pencil icon to the right of the user’s name
  5. An “Edit User” box will pop up which enables you to update the user’s details
  6. After editing, click the “Save Changes” button in the bottom right corner of the box