Users

This section describes different types of dashboard users and their corresponding roles and permissions. It will also touch on access management, and a way to view the Skill Display through your users' eyes.

Project's Users

User Progress Table

Easily track user progress in a specific project by visiting the User Progress Table, accessible via the Project -> Users Page. This table provides a comprehensive overview of user performance, including:

• User: Display user ID, first name, and last name (if available)
• Progress: View total points earned, overall percent complete, and current level achieved
• Recent Activity: See the date and time when points were last earned by each user

Filters, Sorting And Export

The User Progress Table offers filtering, sorting, and export capabilities to help you analyze user performance. You can:

• Filter by user ID, first name, and last name using the User Filter
• Filter by minimum and maximum user progress percentage using the User Progress filter
• Sort any column by clicking its header
• Export table data to Excel by clicking the Export button in the top right

Users Archive

Users can be archived and restored in batches or individually. Archived users are excluded from project visualizations, metrics, and tables.

To archive a user, follow these steps:

• Navigate to the Users page under a project.
• Select one or more users in the users table.
• Click the Archive button.

The archive can be viewed by clicking the User Archive button, located on the top-right, above the users table's components.

To restore an archived user, simply click the Restore button for that user.

Performed Skills

To see a history of a user's performed skill events please visit Project -> Users -> Select a User -> Performed Skills.

Project administrators have the ability to remove individual, selected or all skill events.

• To delete a single skill event: click the delete button on the specific skill event row
• To delete ALL skill events: click the Delete All button on the top right of the table.
• To delete multiple skill events, select them and click the Delete Selected button

Individual User Skills Display

You can see what the skills profile and progress display would look like for a particular user by navigating to a specific user page in the dashboard - Project -> Users -> Select a User -> User's Display. This will allow you to see the project from the trainee's point of view. These displays depict the project skills profile and user's points at that exact moment.

If your gamification profile is utilizing Skills Versioning then you can view what the Skills Display would look like for a specific version by selecting a different version in the drop-down located on the top-right of the page.

Overall Progress

The Overall Progress page provides a comprehensive overview of user performance across all projects, quizzes, and surveys that you administer.

To access the Overall Progress page, navigate to Projects -> Users.

At the top of the page, you will find metrics about the Projects, Quizzes, Surveys, and Badges that you are currently an administrator for.

This is followed by a table of users and their overall progress. Each row in the table represents a user and their overall progress across all projects, quizzes, and surveys.

The table can be sorted by all columns. Each row can be expanded to view the details about that user's progress. The expanded row will show each project that the user made progress in, followed by all of the user's quiz and survey runs.

Configuring Included Projects and Quizzes

There are times where you may have a number of projects, quizzes, and surveys that you do not want to include in the overall progress page, metrics, and quizzes pages.

There is a very easy way to include or exclude projects and quizzes from your view. Please note the configuration buttons within the projects and assessment information cards at the top of the page.

Clicking on the settings button will open a modal where you can select the projects and quizzes that you want to include in the overall progress page, metrics, and quizzes pages.

For example, for quizzes and surveys:

Select one or more items to exclude or include, then use the controls in the middle to move the items between inclusion and exclusion lists.

User Roles

Default User

All SkillTree Dashboard users are assigned a default user role, which provides the following permissions:

• Take self-paced training hosted in the SkillTree Dashboard
• Access Progress & Ranking pages, Project Catalog, and personal Preferences pages
• Create new Projects (training profiles)

Furthermore, when a user creates a new project, they are automatically granted the Project Admin role for that project. This role allows them to manage project access via the Access page, providing control over who can view and interact with the project.

Project Admin

Project Administrator's can modify all aspects of a Project, up to and including deleting a Project. The initial creator of a Project will automatically be assigned as the Project Administrator, however, any number of Project Administrators may be assigned. A Project Administrator role is necessary to approve self-reported Skill requests. Depending on the installation mode, a user may need to have a dashboard account before being added as a Project Administrator.

Please visit Project's Access Page in order to learn how to add/remove project's roles.

Project Approver

Project Approvers are assigned to a particular project. The Project Approver role is allowed to approve and deny Self Reporting approval requests while only getting a read-only view of the project. For example users with an Approval Role can only view but not edit subjects, skills and badges.

Please visit Project's Access Page in order to learn how to add/remove project's roles.