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Understanding the customer dashboard

The customer dashboard lets customers view products, access the community, and manage their account settings.

Rodrigo avatar
Written by Rodrigo
Updated yesterday

The customer dashboard is the central hub where your customers can:

  • View all products they’re enrolled in

  • Access the community area (if enabled)

  • Manage their account settings, including:

    • Updating their name

    • Changing their email address

    • Resetting their password

    • Managing payment methods

Navigating the dashboard

Customers can access different areas of the dashboard using the left-hand sidebar or the profile menu.

Products

To view enrolled products:

  1. Click on the avatar icon in the top-right corner and select Products.

  2. Customers will then see a list of all their enrolled products.

  3. Click any product name to open the product viewer and access its content.

Community

If customers are member of a community, they'll have this option enabled on their end as well.

Here's how they can access it:

  1. Click on the avatar icon in the top-right corner and select Community.

  2. Customers will then be taken to their community Home Feed.

Account settings

Customers can also manage their accounts by:

  1. Click on the avatar icon in the top-right corner and select Settings.

  2. From the settings page they can:

    1. Update personal information

    2. Change their password

    3. Manage payment methods

    4. Edit their email or name


Looking for more guidance? 👉 Check out all of our customer guides here.

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