This article explains the information and management options available in a user profile, whether the person is a member, coach, or administrator.
From the profile, you can view their personal information, track their activity, manage their courses and content access, review transactions and emails, and access other information depending on their role.
Accessing a user profile
From your CRM, locate the user whose profile you want to open.
Click the vertical ellipsis (⋮) to the right of their list entry, then select Open full profile.
The user profile is organized into several tabs, each containing a specific type of information.
User profile summary
On the left side of the profile, a summary panel displays the user's main information.
From this panel, you can quickly:
Generate a new password for the user
Add a note
Send an email to the user
Delete the user
Info tab
This tab contains the user's general information.
The Edit button allows you to update the user's main information, such as their contact details.
For all users
You can also:
Manually generate a password (if the user has access to a member or affiliate space).
Manage email notifications.
Edit additional information, such as the user's phone number, social media links, profile avatar, and more.
View and edit custom fields collected through your forms.
For administrators and coaches
Additional sections are available.
1. Administrator configuration settings
You can:
Change the user's administrator role.
Allow or restrict access to sensitive information, such as Learnybox subscriptions and invoices, payment methods, API keys, etc.
Choose whether to display certain important information, such as the total transaction amount.
2. Coach settings
You can:
Configure the coach's settings, including their cost and the courses they can access.
Configure their access to members. When the relevant option is enabled, the coach cannot create, edit, or delete members. They also cannot view members' personal information, such as their email address, postal address, transactions, etc.
Activity tab
This tab displays a history of the user's activity.
You can view:
Their progress in courses
Their sequence enrollments
Tag assignments
Other key activity events recorded on their account
Emails tab
The Emails tab centralizes the user's email information, including their email status, sequences, tags, and email history.
From this tab, you can:
View the user's email status
View the date and time the user was registered in your contact database
View the registration source (page the user signed up from)
View and manage the sequences they are enrolled in
View and manage their tags
View the emails sent to the user, including their subject, send date, and open date
Courses tab
This tab allows you to manage all of the user's courses.
You can:
View the courses they are enrolled in
Check whether their access to each course is active or inactive
View their progress in each course
Modify their access to courses
Reset their progress and coaching requests
Log in as the member
View their coaching requests
View their badges (and award badges manually if needed)
View their certificates
Access the documents available to them
Transactions tab
This tab brings together all information related to the user's purchases.
You can view:
Their lifetime value
Their transaction history
Their unpaid transactions
Their subscriptions
Affiliation tab
If the user is an affiliate, this tab displays information related to their affiliate activity, including:
Their commissions
Their clicks
Their affiliate links
It also serves as an affiliate management panel. You can:
Edit the affiliate's information
Create a commission payment record for the affiliate
Log in as the affiliate
Questionnaires tab
This tab brings together the user's responses to the questionnaires available in your account.
You can view:
Surveys they've participated in
Quizzes they've participated in
Evaluations they've participated in
Their final quiz or evaluation scores
Their questionnaire answers
Webinars tab
This tab displays the live webinars and automated webinars the user has signed up for, and participated in.
You can also manage their webinar registrations and quickly register the user for one or more live or automated webinars.
Customer Relations tab
This tab centralizes your interactions with the user.
You can view:
Their messages
Their support tickets
By understanding the different tabs in a user profile, you can quickly find the information you need and manage the account of any type of user from a single interface.