How to Use the My Team Dashboard
The My Team dashboard shows how your team is doing with their training. On screen, the page is titled Team Roster. This article is for managers. It explains how to open the page, read it, find who is behind, enroll someone in a course, and download the list.
Opening My Team
- Sign in to your portal.
- Click Analytics in the left menu.
- Click Team Roster in the row of report links at the top of the page.
If you do not see Analytics, your role cannot see your team’s progress. Contact your administrator.
Reading the Team Roster
The page is a table with one row for each person on your team. It shows active accounts only.
| Column | What it tells you |
|---|---|
| Member | The person’s name, with their email address under it |
| Assigned | How many courses they are enrolled in |
| Completed | How many of those they have finished |
| Overdue | How many are past their due date and not finished |
| Last activity | When they last signed in |
If your organization uses points and badges, three more columns appear: Points, Level and Badges.
A course is overdue when its due date has passed and the person has not finished it. A course with no due date is never overdue.
Finding Who Is Behind
The Overdue column is the one to watch. A person with at least one overdue course has their number in red, and their row is marked along the left edge.
To see which courses are overdue, click Manage at the end of their row. Their record opens, and the Course Enrollments table lists each course with its due date. Overdue ones are marked.
The page has no filter. To sort or filter the list, download it (see below) and open it in a spreadsheet.
Enrolling a Team Member in a Course
You can enroll someone on your team in a course yourself.
- On the Team Roster page, click Manage on their row.
- In Course Enrollments, click Enroll in course.
- Tick one or more courses. Only published courses are listed.
- Optional: pick a Due date (optional). It applies to every course you enroll them in at this step. The person gets a reminder before it, and again if it passes.
- Click the enroll button at the bottom. It shows how many courses you picked.
The person gets an enrollment notice. You can also change a due date later: click the date in the Due column of their Course Enrollments table.
You can only enroll people who are on your team. Removing someone from a course is not part of the Manager role. Ask your administrator if you need that.
Downloading the List
Click Export CSV above the table. A spreadsheet file downloads with one line per person and the same columns you see on screen, including their email address.
The file holds personal information about your team. Treat it as confidential.
Team Leaderboard
If your organization uses points and badges, a Team leaderboard appears under the table. It ranks the people you manage by points. People who chose to hide themselves from leaderboards are not listed there, but they still appear in the roster above.
Who Is on Your List
As a manager, you see your whole report chain: everyone who reports to you, directly or through other managers. It is based on the manager set on each person’s profile. You do not see anyone outside your team.
If someone is missing, ask your administrator to check the manager on their profile. If the person has left, their account may be deactivated, and deactivated accounts are not listed.
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Need more help? Contact your organization administrator or visit the EmbayLMS Help Center.