Student profile
The tabs of a student's profile, the sidebar actions, what the logs record and the difference between Log in as the student and Access as student.
The profile is a student's page in the dashboard. It shows the record, what the student can access and what they have done. From here you also act on them. To open it, click the student in Students → Students.
The most important rule: Log in as the student means acting as them, for real. A lesson you open there becomes complete for them. To only look at the area, use Access as student. The difference is at the end of this page.
How the page is organized
The page has two parts:
- The sidebar, on the left. It stays the same on every tab.
- The tabs, with the content.
The sidebar
The student's data
At the top of the sidebar are:
- the photo. Click it to Change photo;
- the name, the email and the document;
- the phone. It opens a WhatsApp conversation;
- the student's marks: Free registration, when they arrived for free, and their tags.
Expanding the details shows:
- the Source: how the record came in. If any, also the campaign that brought the student, such as utm_source and utm_campaign;
- the Tags, with the Manage button;
- a timeline with Last access, First access and Registered at;
- the Auto login link. It is an address that enters the student area without a password. You copy it and send it to the student.
Edit the student
Edit profile opens the Edit student form. In it you change:
- Name, Email, document and Phone;
- Profile photo;
- the Free registration mark;
- three permissions in the support channels: Comments, Questions and Support.
If you turn a permission off, that channel disappears for this student only. Access and progress continue. The form also has the Delete button, which moves the student to the trash.
The actions
The Actions block of the sidebar gathers:
| Action | What it does |
|---|---|
| Add delivery | Gives a delivery by hand. See Enrollments and access |
| Log in as the student | Opens the student area with their account, in a new tab. See below |
| Resend welcome email | Creates a new password and emails it. The current password stops working |
| Change password | Sets the password you type in New password and Repeat the new password |
Support
The Support block shows how many Comments, Questions and Support tickets the student has. It shows only the channels the account keeps on, and leads to each one.
The tabs
| Tab | What it shows | What you can do |
|---|---|---|
| Overview | The student's Custom fields. The Tracking: the Company and UTMs and ads data from the sign-up. The team's Notes | Edit the fields and the tracking. Write notes |
| Purchases | Each purchase or delivery given by hand. Shows the delivery, the date, the gateway, the amount and whether it is active | Add a delivery. Activate and deactivate. Schedule the access end. Delete a delivery given by hand |
| Products | Each product the student can access. Shows Released until, the Progress and the Release (scheduled or immediate) | Change the access time. Switch the release schedule or stop using it. Delete the progress. Open the performance report |
| Exams | Each exam taken: Exam, Date, Score and the status (Passed, Failed or In progress) | View answer sheet. Remove result |
| Certificates | Each certificate issued: Code, Issued on and Product. A badge marks a Reissue | Download PDF, Copy link, Validate certificate, Delete issuance |
| Scores | The points statement: Date, Points, Type and Source of each entry | Add Points. Delete points from a manual entry |
| Logs | The activity record: Date, Event, IP and Device | Export logs |
The Purchases and Products tabs are explained in Enrollments and access.
Notes
Notes are internal comments about the student, for your team. The student area never shows notes. Whoever wrote a note can edit or delete it. Another administrator can only read it.
Exams, certificates and points
- Remove result erases that exam result. The exam lesson goes back to not watched and the approval points are taken away. The student can retake the exam. A certificate already issued stays valid.
- Delete issuance takes the certificate away from the student. The validation link stops working. The number printed on the certificate is not used again.
- Add Points asks for a Description and the number of Points. A negative value takes points away. The entry shows up in the ranking right away and in the student's statement, with its reason.
- Only entries made by hand can be deleted. Points earned from lessons, exams and certificates cannot.
Logs
The Logs tab keeps what happened to the student's account, from newest to oldest. Each event carries the IP address and the device. Some events that get recorded:
- sign-in by password, through Google or by access link;
- first access to the platform;
- new device registered;
- device removed because the device limit was exceeded;
- password recovery requested;
- password changed by an administrator;
- access resent by an administrator;
- terms agreed to;
- certificate issued;
- progress reset;
- points adjusted;
- "an administrator signed in to the account".
The profile has no list of devices or open sessions. What you see about devices are these events in the logs. The device limit per student lives in Settings → Security → Authentication → Devices.
The report for one product
In the Products tab, click a product's progress or View performance. The Progress report opens for this student in that product. It shows:
- Current progress, Lessons completed, Points earned, Exams taken and Days with activity;
- the Progress over time;
- the Lessons completed per period;
- the Period comparison;
- the Timeline of everything they did in the content.
You can switch products without leaving the page.
Log in as the student and Access as student
They are two different things. Mixing them up is costly.
| Log in as the student (in the profile) | Access as student (in the dashboard menu) | |
|---|---|---|
| Who you become | The real student. You stay signed in as an administrator behind them | A preview student, the same for every administrator of the account |
| What you see | That student's access, release schedule and blocks. All as they see them | The whole catalog, as lifetime. Without anyone's enrollments or rules |
| Lessons and exams | Become complete for that student | Are kept only in the preview |
| Points, certificates and terms | Real, for that student | No points, no real certificate, no acceptance |
| Record | In the student's log ("an administrator signed in to the account") and in your administrator history | Only in your history |
- Use Log in as the student to see the screen they are seeing. Everything you do there counts as their action. An opened lesson becomes complete. An answered exam becomes a result. An issued certificate is real.
- Use Access as student to walk through the area and check a module or a text, without touching anyone.
Heads up: the acceptance terms change from one mode to the other. Access as student skips the terms screen. Log in as the student shows the terms the student has not accepted yet. If you accept there, the acceptance is recorded in their name.
Good to know
When a student forgets their password.
Resend welcome email and Change password replace the student's password. If they only forgot it, the sign-in screen has a forgot-password link. They get a link, and the current password keeps working until they finish.
Handle the login link with care.
The Auto login link signs in without a password. Send the link only to the student, through a channel that belongs to them.
Optional cards.
The Custom fields and Tracking cards only show up when the account uses those features.
Per-student permissions.
The comments, questions and support permissions in the form apply to this student only. To turn a channel off for the whole account, use Settings → Support.
Frequently asked questions
I logged in as the student to test, and a lesson became complete for them. Why?
Log in as the student acts as the real student. To look without touching anyone, use Access as student.
Where do I see the student's devices?
The profile does not list devices. See the device events in the Logs tab.
Can another administrator change my note?
No. Only whoever wrote the note can edit or delete it. Others can only read it.
Students
The student list in the dashboard: search and filter, create a student by hand, resend the welcome email, export, delete and restore, and the plan quota.
Enrollments and access
What an enrollment is, what each status does, until when access lasts, how to grant a delivery by hand, adjust one student's access, deactivate and delete.