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Quick Lists On Foundry

Use Quick Lists to manage groups of users quickly and efficiently

Overview

Quick Lists is an admin tool that lets you select and work with multiple users at the same time, even if those users span different categories, groups, or locations.

Using Quick Lists, you can bulk deactivate or edit users, create targeted assignments, or view reporting data for a specific set of people. All you need is a list of user email addresses, or usernames if your organization uses Teams.

Create a Quick List

To create a new Quick List:

  1. Go to Users and select Quick Lists
  2. Click Upload a New List in the upper-right corner
  3. Select Download Template and open the file on your computer
  4. Enter a name for your list
    • This name appears throughout the platform for admins only, so choose something clear and recognizable
  5. Add the email addresses or usernames of the users you want to include
  6. Click Choose File, select your completed template, then click Next
  7. Review the preview to confirm the list is correct, then click Create

After creation, your Quick List appears on the Quick Lists page with a count of accepted and error records. If any errors are present, download the file to review the error details shown in the far-right column. If there are no errors, all users were successfully added.

Common Uses for Quick Lists

Admins commonly use Quick Lists to:

  • Bulk deactivate users during an annual account audit, such as former employees or adjunct staff
  • Update users when a new custom category or label is created
  • Assign a specific course or training to a defined group of users