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Overview of the Manage Dashboard

This article confirms the admin rights to be able to access the dashboard and what the dashboard displays.

Updated over a month ago

This article explains the admin rights required to access the dashboard and provides an overview of what the dashboard displays. The Manage dashboard provides a clear summary of your Portal activity, helping you manage users and monitor learner progress efficiently.
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Who Can Access the Dashboard?

To access the dashboard, your account type must be one of the following:

  • Owner

  • Manager

If you are unable to access the dashboard, please contact the Owner of your portal for assistance.

What Does the Dashboard Display?

The dashboard presents three main charts, each offering a snapshot of key metrics within your Portal. You can select the buttons beneath each chart to view more details and access management tools.

1. Manage Users

This chart shows:

  • The number of active users

  • The number of users who have been sent an invitation

  • The number of archived users

  • The number of available seats for new users

Select Manage users to view and manage user details.

2. Assign Courses

This chart displays:

  • The number of completed assignments

  • The number of pending assignments

  • The number of overdue assignments

Select Manage assignments to assign courses and monitor progress.

3. Training Records

This chart shows:

  • The number of completed courses (including in-depth and microlearning)

  • The number of incomplete courses

Select View training records to review detailed training data for all users.

Tips

  • Use the dashboard regularly to monitor user engagement and course completion.

  • Select the buttons under each chart for quick access to management tools and detailed reports.

Limitations

Note:

  • Only users with the appropriate account type can access the dashboard.

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