Understanding the Members Section

Modified on Fri, 17 May 2024 at 09:58 AM

The Members section allows admins with member roles (view member and manage member, of which the latter has a greater permission set) to view data and account details for individual members. (Note that both member roles require special permission capabilities to be enabled.)


To get to the Customer Service section, select it from the menu at the top of the page on the admin dashboard: 



member image.png


 

The Members section allows you to:

  1. Search for individual members.
  2. View the member dashboard where you can see course activity and progress, member details, customer service notes, a history of changes to the account, and all notifications sent to a member.
  3. Update certain information related to the member.
  4. Fill out flows and assessments for the member to record information.
  5. Assign goals and to-do's to the member so they appear on the member dashboard.


 See the article on Member Section Roles to see permissions related to the section. 


 


 

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