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Add a Location

Learn how to add a location in Foundry

Note: A location must exist in the platform before it can be assigned to a user profile.

To segment users by location and ensure they receive the correct state‑specific compliance training, you’ll first need to create locations in your Foundry account. Everfi creates your first location during account setup. If your organization has more than one location, follow the steps below to add additional locations.

Add a New Location

1. Go to Users > Locations
2. Select New Location in the top‑right corner and complete the form

  • External Location ID - An internal reference for the location. Learners do not see this field.

  • Name - This name is visible to users, so choose something recognizable. Common examples include the state, city, or campus name.

  • Address - Enter the location address. This can be as specific as a street address or as broad as the state. At a minimum, the state is required so courses can apply the correct state laws.

  • Contact Information - Use this field to store contact details for a location‑specific administrator, if applicable. This field is optional.

3. Select Save

 

Looking to add multiple locations at once?  Click here.