How to View and Manage User Details from the User Card

The User Card gives you a centralized, detailed view of each learner’s progress, activity, payments, and more. Whether you need to check course performance, update notes, or review subscription details, this page helps you personalize the learner experience and manage individual users more effectively.

In this article, we will learn how to view and manage user information through the User Card, as well as perform key actions such as editing user details, enrolling them in products, and more. 

User Card

To access the User Card, go to Users → All Users, then click on a user's name to open their user card. The User Card provides a comprehensive view of each learner’s journey, helping you better understand their activity, progress, preferences, and more. 

Here's a breakdown of what you’ll find in each section:

Overview

In the Overview, you’ll find key information that offers a snapshot of the user’s engagement with your school:

• Total Enrolled Courses & Programs – See how many courses and programs the user is registered in.
• Certificates awarded
• Average Score – Understand their overall performance based on their score in exams.
• Total Study Time & Session – Monitor how much time they’ve spent learning.
• Tags & Badges – View the tags assigned and any badges the user has earned.
• Lead Status – Check whether the user has been registered as a lead.
• See the User groups & Multiple seats that the users are a part of.
• Admin Notes – Add private notes to track special requests or context. These notes are visible only to admins and can be used to personalize communication or support.

Courses

This is your control center for managing a user's course enrollments and progress.

In this section, you can:

• Edit the expiration date for a course or program. Select a product, click on the three-dot menu, then choose Edit exp. date. You can either select a specific date or set a relative duration (e.g., 30 days).
• Unenroll a user from a product. Useful for removing access without deleting the user account.
• Re-enroll a user in a course. This restores access and allows you to:

• Edit the new expiration date
• Create a payment record
• Choose which emails to send (enrollment/payment confirmation)
• Mark the course as completed and send a completion email

• Update course progress. Either by clicking the Update progress button in the upper-right corner to manage all courses, or by selecting a single course from the list and using the contextual Update progress action.
• Check enrollment status. Use the Enrollment status column to see whether the user is currently enrolled or unenrolled. For the unenrolled status, you can hover over it and see how this happened (manually/course expired).
• Export progress (only for courses). You can export time spent by date/activity or based on score.

Payments

Monitor the user's purchase history:

• View a complete record of transactions, including payment dates, details, and amounts.
• Download user invoices.

Activity

Track recent platform interactions:

• View a chronological log of login and logout times.
• Export this data for deeper analysis or auditing purposes.

Attribution

Understand how users found and signed up for your school:

• First Click Attribution – Identifies the user’s first landing source (via UTM).
• Last Click Attribution – Shows the last page they visited before signing up.

Feedback

Gain direct input from your users:

• View their NPS® responses to measure satisfaction.
• Access Qualification form answers to better understand their needs or profile.

Billing details

To edit the billing information, click on Edit billing details.Note that updates to user billing details will only apply to future transactions. You can also view the payment method of your user. 

The Billing Details tab becomes visible under specific conditions related to your school’s financial settings and the user's purchase history:

1. When Billing Details are enabled in your Financial Settings 
   If a user had entered billing details before you had disabled the feature, the tab may still appear to show that previously saved information.

2. If the user has purchased a subscription or installment-based product and saved their card via their Account page.

User Actions

You can also perform most user management actions directly from the All Users page, without opening the User Card. Hover over the desired user, click on the three-dot menu, and select the action you need.

Here’s a quick reference list of all available actions: