Managing the User Dashboard

Feature description: 

The User Dashboard is available for every end-user that is logged into your Elevate site. This page includes a full listing of all Products and Packages that the end-user has registered for, any site notifications that are active for the end-user, and is a location where end-users can access their transcription (stating credits earned), amongst other things. This is a hard coded page on each site, however Elevate admins have some flexibility as to what displays on this page for end-users. 

To access User Dashboard settings navigate to Settings > Users > User Dashboard. 

Section Visibility & Order

• Controls which Products and Packages will display for end-users, as well as the order in which they will display within the dashboard.
• You can optionally choose to turn on or off sections for Products with live events, On-demand Products, a listing of Packages, as well as Products end-users have favorited. See below for more information on turning on the ability for end-users to mark a Product or Package as a favorite.

Search Filters

• Controls the default status that registered Products and/or Packages will appear within the listing of registered items for an end-user. 
• While an admin can set the default status within this settings area, end-users are able to update this from their dashboard as well.

Transcript

• Allows admins to choose whether the user transcript will be available for end-users to view and download.
• Allows admins to choose whether to display total credits earned by an end-user, in addition to individual credits earned.

Favorites: 

If the "Allow Product Favorites" setting has been enabled, users will be able to mark Products and/or Packages as a favorite. Favorited Products and/or Packages will appear at the top of all product listings when the user is logged into your Elevate site. An optional "My Favorites" section can be added to the User Dashboard via the User Dashboard settings mentioned above.

To turn on the ability to favorite, navigate to Settings > Site Setup > General.

1. Navigate to the "Favorites" area of the general settings page.

2. Select the checkbox labeled "Allow Product Favorites."

3. Select which Favorite Icon you would like to display for end-users from the dropdown menu. Here you can choose either a star icon or a heart icon.

4. Select where you would like the Favorites Filter to display from the dropdown menu.

5. Once you have selected all settings, click the "Save" button.