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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?

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.

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