The Member Dashboard

This article is about the member dashboard which can be viewed by admins with the View and Manage Member roles. 

To get to the member dashboard:

• Go to the Members section in the admin website by selecting the option from the top menu on the admin dashboard and use the Member Search tool to find the member you are looking for.

When you click on the member listing, you'll be delivered to the dashboard page of the member's account which provides some of the most elemental, basic info related to the member's account.

Tiles and Functions on the Member Dashboard

1. Navigation: From this navigation row, you can view more in-depth details about the member's account and history of communications; you can also set and send To-Dos, Goals, Messages, Responses to forms, and course activity. See below for more information on each tab.
2. Notes related to the member are listed in order of most recently created. To see a complete history of notes related to the account, select the Notes option from the top menu row. You can add a note by clicking "Add Note" above the display.
3. Messages are listed in order of most recently sent, including any email and system notifications. To see a complete history of messages, select the Messages option from the top menu row.
4. Here you can view the history of data feeds related to the member's activity, you can login as the member, and you can delete the account.
5. The Account Info (or Member Details) tile displays data specific to the member (certain data that individually identifies the member is only displayed for admins with special PII permissions). For convenience, member details can be edited on this tile for the following fields: first and last name (separate boxes for each), email address, phone number, date of birth, gender, language, time zone, custom fields (enabled in the Portal Settings section), expiration date, portal group, and is active. Edit these fields by hovering over the entry, clicking, and entering the updated data; then select the checkmark to save the new information. *
6. Tracker entries are listed here for admins who have PHI enabled in their account (the most recent entries are listed by default). By clicking on the tracker, you can view the entries from most recent. New entries can added in this space by clicking the plus symbol to the left of the tracker listing; existing entries can be edited or deleted.

* To see more details for the member account, select the Member Details option from the top menu row.