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Quick Guide to Your Team Dashboard

Managing the engagement and activity on your team

Welcome to your Team Dashboard! Here’s a quick overview of what you can do 👇

📊 What you can view

From your dashboard, you can easily track:

  • Remaining sessions

  • Session completion

  • Missed or cancelled sessions

  • Team member status (onboarding, active, or graduated)

  • Recent activity (scheduled, completed, or forfeited sessions)

  • Individual learning plans


⚙️ What you can manage

Depending on the learner’s status, you can take the following actions:

👤 Active learners:

  • Allocate more credits

  • Graduate a student (remove remaining credits)

  • Move to a different team

  • Delete a student

  • View their learning plan

🟡 Onboarding learners:

  • Resend invitation

  • Allocate or retract credits

  • Graduate a student

  • Move to another team

  • Delete a student

🎓 Graduated learners:

  • Allocate more credits

  • Move to a different team

  • Delete a student

  • View their learning plan


See it in Action

✉️Please reach out to us at accounts@talaera.com for any questions or needs as you use your team dashboard.

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