Platform Setup Guide

Configure your institution settings and preferences

Proper platform setup ensures Foundly works seamlessly for your institution. Follow these steps to configure your settings and customise your workspace.

Setup Steps

1

Complete Institution Verification

After signing up at app.foundlyhq.com, complete the verification process. Provide your institution details, website, and any required documentation. Verification typically takes 1-2 business days.

2

Add Your Locations

Go to 'Locations' in your dashboard and add all your physical locations. This helps users report items accurately and allows you to track items by location.

3

Configure Notification Settings

Set up email and in-app notifications. Choose what events trigger notifications (new matches, item reports, etc.) and who receives them.

4

Customise Your Settings

Configure your institution preferences, including item retention policies, verification requirements, and dashboard display options.

5

Set Up Security

Review and configure security settings, including two-factor authentication, password policies, and access controls for your team.

Important Settings to Configure

Institution Details

  • Institution name and logo
  • Contact information
  • Website URL
  • Description and location details

Item Management

  • Default item retention period
  • Auto-archive settings
  • Match notification preferences
  • Verification requirements

Team Settings

  • Default role for new members
  • Location assignments
  • Permission templates
  • Notification preferences per role

Setup Tips

  • Complete verification first before configuring other settings
  • Add all locations upfront to avoid confusion later
  • Test notification settings with a small group before rolling out to everyone
  • Review security settings regularly, especially after adding new team members