The Member Dashboard

Modified on Mon, 12 Feb 2024 at 09:47 AM

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 Customer Service 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.

This dashboard provides basic information about the member's activity within a course or courses; details related to their account; a history of messaging, notifications, and responses; and navigation to more specific insight into each category.

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. 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.

  5. 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. 


The To-Do page displays all the actionable tasks currently assigned to the member:


To assign a new To-Do, select the "CREATE NEW TO-DO" button. 


  1. Choose the to-do type: General items are those that are created individually for the member; Library content includes a list of all content that is enabled for the portal; Flow includes any flow that is enabled for the portal.

  2. If a flow or a library content piece is the chosen to-do, choose which resource to assign from the list. In our example, a flow was selected and the summary was auto-filled. When creating a general to-do, you will be prompted to fill in a summary and, optionally, a longer description.

  3. Then select the due date (this auto-fills for 8 a.m. one week ahead).

To-Do's assigned to a member will appear on their member dashboard.


This table on this page lists all goals assigned to the member:


  1. The member's wellness vision is a motivational statement that appears on the member dashboard.

  2. Assign a new goal by selecting this button (details just below).

  3. Filter the goals to view incomplete, completed, dismissed, and cancelled. 

Selecting the "ASSIGN GOAL" button allows a new goal to be assigned to the member from the goals existing in the portal:


  1. Choose whether the goal is a short-term or long-term goal. There is no specific time-range that defines short- and long-term goals, but as a general rule-of-thumb: Short-term goals are typically those that can be achieved in the span of about a week; long-term goals are those that can typically be achieved in the span of about three months. 

  2. Choose from the goals already existing for the portal (they are filtered by the selection of short- or long-term). 

  3. Create a goal by filling in a short goal summary (this is not necessary if the goal is chosen from the list of already existing portal goals).

How To-Do's, Goals, Messages, and Wellness Visions Appear for the Member

When a member goes to their dashboard, their goals, to-do's, messages, and wellness vision appear:


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