Foundry for Team Leads

As a Team Lead (also called a Secondary Administrator in Foundry), you are responsible for managing training for a defined group of learners, referred to as your team.

A Primary Administrator at your organization creates teams and assigns Team Leads. As a Team Lead, you can assign courses to learners on your team and monitor their progress, but your permissions are limited to that team.

Manage users on your team

To view learners on your team:

1. Go to Users > Manage Users in the left navigation
2. Review the list of users assigned to your team
3. Use filters at the top of the page to narrow results if needed

Team Leads cannot:

• Create new users
• Edit existing user details
• Add or remove users from teams

If a user needs to be added, removed, or updated, contact a Primary Administrator at your organization.

Create and manage assignments

Team Leads have full permissions to create and manage assignments for learners on their team.

To view assignments:

• Go to Assignments in the left navigation

To create a new assignment:

1. Select Create Assignment
2. Choose the learning activities you want to assign
3. Select learners from your team
4. Complete and save the assignment

You can access all courses included in your organization’s subscription, but you can only assign them to learners on your team.

In most cases, Team Leads create Quick Assignments. If you need to create an Automated Assignment, review the Automated Assignments article for detailed guidance. Automated Assignments are best used when learners are added on a rolling basis and the full learner list is not known in advance.

View reports

To monitor training progress for your team, go to Insights > Reports in the left navigation.

Available reports include:

• Training Progress
• Training Snapshot
• Policy Acknowledgement
• Email Activity

All reports are automatically filtered to show only learners on your team.