The Wheelhouse Menu refers to the panel of options for any user. Staff users have Your Courses and Dashboard tabs on their menu from which they can access their most recent training progress & courses into which they've been enrolled but haven't yet started. They also have access to their Certificates from their Dashboard.
Managers and Administrators have a Dashboard, Your Courses, Library, People, and Profile tab. The Dashboard allows them to review the most recent training progress of their team, while the Your Courses tab allows them to review their own training progress. The Library tab provides an overview of all available departments and courses available to seated users. From the Library tab, they can enroll the people they manage into courses, view a list of Lessons sorted alphabetically, and resources like course documents, training schedules, and study guides. The Profile tab allows a Manager/Admin user to adjust their contact information, update their password, and view their locations, product assignments, and departments.
From the People tab, Managers and Administrators can see an overview of who they manage, their departments, roles, and last login date/time. From this tab, they can also see a more granular view of each individual's training progress, including their current courses, completed courses, earned certificates, and contact information. They are also able to invite new users, seat their people in products, change their role, enroll them in courses, send them password reset emails, run their progress reports, change their contact information, or delete their user profile entirely.
The Account Representative's Menu differs from Managers and Administrators only in that it has an Account tab, from which the representative can add or suspend product subscriptions, change payment information, add or delete users, seat or unseat users, and add or delete locations.
Staff - Menu
Manager/Administrator - Menu
Account Representative - Menu