Platform Selector


Foundry

There are several ways to add learners and administrators into Foundry whether individually or in bulk.

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 manage. See User Types and Roles for more information.

Add a Single User

Add an Additional Admin

Add an Existing User as an Admin

Add Multiple Users

User List Template Guidance

User Upload

User Upload Troubleshooting


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