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Users: Manage Individual Profiles



The term 'Users' in Foundry applies to anyone who interacts with our application. This article provides a general introduction to the Users' screen. For descriptions of adding users, adding transfer records and setting up groups, please access the respective related pages using the links provided below.




Basic Page Elements

Search for Specific Users

Edit Selected Users

Add a Transfer Record for a Student



Basic Page Elements

The Users page is the default landing page when you login to the "Admin" side of Foundry.

On this Users page, you can perform the following actions:

  1. Search for specific users
  2. Filter users by roles, groups, or active status
  3. Open a specific user's profile page (for viewing or more detailed editing)
  4. Edit information and/or settings for one user or for many users at once
  5. Export and Import user information in spreadsheet format

The following data items are visible on the page when the user first enters:

      • Last Name*
      • Middle Initial*
      • First Name*
      • Username
      • Active status flag*
      • Role(s)
      • Group(s) the user is associated with - only the first few are shown, but hovering over the field will show all associated groups
      • Last time the user logged in to Foundry
      • Edit icon
      • Saving icon

*This denotes fields you can edit directly on this page by clicking into the field itself. See below for more on this feature.

To edit any other user account field, click the pencil icon to the right of the user Last Login field. If you are making edits to multiple Users displayed on the screen, save all your changes at once after the final change by clicking the 'Save Selected Changes' button above the list.




Search for Specific Users

Using this window, you have extensive filter options to quickly search for single students or groups of students. As shown in the screen below, filtering mechanisms on this page are:

If your search results in a list of multiple users, you can export this list into a spreadsheet for easy all at once modification of their settings. Read more about the process for creating your first user set,  exporting users and uploading users.


Search by Name

The first option for narrowing this list is to search by name of the users. Simply start typing the name and Foundry will try to show all entries resulting from your filter. The resulting users will be presented in list form as usual.



Filter by Role

The available roles are presented in a selection box in the filters area, as shown in the screenshot below. After selecting a specific role, Foundry will gather the users with that role and present them in list form. 



Filter by Group

Filtering by group works the same way as by role. The list with options to choose from will vary from school to school and could be quite long. It will be important to adopt a smart naming convention for your groups, so that advisors will be able to differentiate and recognize the groups that pertain to their areas of interest.

As soon as a group name is selected from the list, Foundry will search and present all users associated with the group. 




Filter for active / inactive status



If your search results in a list of multiple users, you can export this list into a spreadsheet for easy all-at-once modification of their settings. To generate the spreadsheet with users, click on the 'Export Selected' button at the bottom of the screen.



Edit Selected Users


Editing a Foundry User is done through the use of a popup panel. Access this panel through clicking on the pencil to the right of the individual user to be edited. 




To edit multiple users simultaneously, follow these additional steps:

  1. Narrow your list of Users to edit by using one or a combination of filter options.
  2. Select the Users to be edited by checking the box in front of their names.
  3. Click on the 'Edit Selected Users' option above the list of Users.




Editing of Multiple Users is described in more detail here - click to review!


Add a Transfer Record for a Student 


Note: This section of the Knowledge Base is currently undergoing revision due to recent updates to our software. It will be republished soon.


If you need assistance with this feature, please contact us by sending an email to support@foundrydeeperlearning.com. Thank you for your patience!

Suggested Reading:

Note: Articles linked here under "Suggested Reading" are chosen by Foundry Support team members for their relevance and are updated as needed. The articles listed here may differ from those on the right side of the page, where the Knowledge Base AI lists "Related Articles." 


Add new Users

Edit Multiple Users


Labels: users, export, Search, Students, Advisors, Coaches,
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