Teams

Overview

Teams provide an additional layer of permission control in Foundry. Teams limit which learners and data an administrator can view and manage.

Administrators assigned to a Team can only see learners and related data within that Team. Primary Administrators are the only users who can create and edit Teams.

This article explains how Teams and permissions work. Step‑by‑step guidance for Team Leads is covered in a separate article.

Permission Levels

A user’s role determines what features and data they can access in Foundry. When Teams are enabled, a Team filter appears in Manage Users and Reports, making it easier to view learner data by Team.

Primary Administrators

Can access all features and data across all Teams

Secondary Administrators (Team Leads) Team Leads can access the following only for the Teams they manage:

Manage Users
Team Leads may see users outside their Teams but cannot edit them
Reports
Team Leads can view all report types, but report data is limited to learners within their Teams
Assignments
Team Leads can only see and manage assignments they create for their Teams

Important If a Primary Administrator creates an assignment that is not associated with a Team, Team Leads will not be able to see that assignment, even if the learners belong to their Team.

Feature / Area	Primary Administrator	Secondary Administrator (Team Lead)
Create and edit Teams	Yes	No
View all Teams	Yes	No, only Teams they manage
Manage Users	Yes, across all Teams	View all users, edit only users within their Teams
View learner data	All learners	Learners within their Teams only
Reports access	All reports, all learners	All report types, Team‑scoped learner data only
Create assignments	Yes, for any Team or organization‑wide	Yes, but only for Teams they manage
View assignments	All assignments	Only assignments they create
Edit assignments	All assignments	Only assignments they create
View non‑Team assignments	Yes	No
Assign content via Teams	Yes	Yes, for their Teams only

Create a Team

To create a Team:

Go to Users > Teams
Select Create New Team
Complete the form fields

Required and optional fields

Team Name*
Description
Team Manager(s)
Phone Number
Image URL
Email
Website
Attributes*

Attributes determine which users are automatically added to the Team. You can use only one of the following options:

Location(s)
Users must have one of the selected Locations to be added to the Team
Custom Category + Label(s)
Users must have at least one of the selected Labels within the chosen Custom Category

View and Edit Teams

From the Manage Teams page, you can:

View Team names and descriptions
See assigned Team Managers
Review active user counts
Open a Team to edit details

In the Edit Team view, you can:

Update Team information
View the full list of users in the Team

User Management

Teams rely on Attributes such as Locations, Categories, and Labels to determine membership.

Primary Administrators can:

Add new users
Edit existing users
Update user attributes so learners are automatically placed into the correct Team

Assignment Management

When creating an assignment, you can optionally select a Team to define which learners receive it.

Primary Administrators
Can create assignments for specific Teams or across the entire organization
Secondary Administrators (Team Leads)
Must select a Team they manage and can only create assignments within those Teams

Important If you change the Team associated with an assignment, learners who were already assigned will retain access, and learners in the newly selected Team will also be included.

For Team Leads

If you are a Team Lead, see Foundry for Team Leads to learn how to manage learners, assignments, and reporting for your Team.