Getting started
Dashboards by role
On sign-in, each member lands on a dashboard tailored to their role: admin, trainer or learner.
Updated on June 14, 2026 Read: 3 min
On sign-in, each member is directed to the dashboard that matches their role. Not everyone sees the same thing, and that’s by design.
Admin dashboard
An overview of the organization: key compliance indicators, revenue summary, upcoming sessions, and quick access to trainings and billing. It is the control room of your quality process.
Tip: pin the widgets you consult daily to the top of your dashboard using the customisation mode.
Trainer dashboard
The trainer finds their upcoming sessions (the ones they are assigned to), a reminder to fill in their NDA if it’s missing, and their personal documents (CV, diploma). See Build a trainer file.
Important: if a trainer’s NDA is missing or expired, a warning appears in their dashboard. This is a tracked indicator for Qualiopi compliance.
Learner dashboard
The learner sees their learning path: their sessions, their status, and the signature button that appears at the right moment, when a session is open and within its time window.
Why this separation?
Giving each person the right view reduces mistakes and speeds up onboarding. The admin keeps a grip on compliance; the trainer focuses on their sessions; the learner on their path.
What’s next?
- Customise your dashboard : add and reorder widgets to your liking.
- Invite members and understand roles : set the right role for each person.
Frequently asked questions
- Why can't a learner see compliance?
- Each role only sees what concerns them. Compliance, billing and member management are reserved for admins.
- Can I customise my dashboard?
- Yes. Each member can add, remove and reorder widgets in their dashboard to display the metrics that matter to them. See Customise your dashboard.
- Can the same person have two roles?
- Each account has one active role in an organization. If someone is both a trainer and an admin, create them as an admin, the admin role includes everything a trainer sees.