In Foundry, there are several ways for users to be classified which determines their permissions in the platform and dictates their experiences. These classifications are:
This is the top-level classification for a user and determines whether or not they will have administrative privileges or learner capabilities on Foundry. Users can have more than one User Type assigned to them which will restrict access to the specific learning context as outlined below.
Below are the User Type options:
|Financial Education||Financial Education Admin||Financial Education Student|
|Faculty & Staff||Faculty/Staff Admin||Faculty/Staff Learner|
|Higher Education: Students||Higher Education Training Admin||Higher Education Student|
|Workplace Training||Employee Training Admin||Employee Learner|
All administrators can see Custom Categories, Locations, and Communications for the full account across all learning contexts. But administrators will only be able to see the grouping names for categories and locations outside of their learning context; specific user data and lists cannot be accessed.
Learners Across Learning Contexts
There are times when learners may need to access trainings across multiple learning contexts that are managed by different administrators. This is particularly common for student employees at Higher Education Institutions. In this case, if Student Affairs is trying to add or edit a student learner who already exists in Foundry as an employee, then the Student Affairs administrator must also have the “Faculty/Staff Administrator” Role in order to see this learner.
A common error we see is when a Higher Education Training Admin attempts to add a new user (either individually or in bulk) who is already in Foundry as a Faculty/Staff Learner (and vice versa). When this happens, the administrator must use the upload to update function to add the new learning context for the learner.
*Note* If you are using a 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.
After a User Type is determined, User Roles are the next level of specificity for a user. Roles help segment learners and can be referenced when creating assignments and tracking completion data. A user can only have 1 Role per User Type.
|Higher Education Student||Primary
|Accounts using SCORM Dispatch||SCORM: Non-Supervisor
* Secondary Administrators is only available if your account has Teams enabled.
Lastly, users can be assigned custom labels. These are the most granular classifications for a user and are completely customizable per account. See the Custom Categories and Labels article for more information.