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Training - Member Profile Introduction

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Summary

This module introduces the Member Profile pages and demonstrates how to use them as both a Practitioner and as an Administrator.

Sample Scenario

http://training.learningbuilder.com

This training module makes use of two members in the training database:

  • Chewy Jones is a friendly, frenetic, and somewhat orally-fixated Jack Russell Terrier that just recently earned his Certified Office Dog credential. You'll use Chewy's account to explore the Member Profile features from the "front end".

  • Arlene Admin is one of the administrative users at the American Society of Office Dogs. She sometimes handles customer support calls, and you'll use her account to explore the Member Profile features from the admin area.

Step 1: Explore the front end as Chewy

Steps

  1. Log in as TheNominator@example.com, with password "Passw0rd". (The data security team tells us this is the worst password in the world, but we thought making our trainees type in a random, 32-character alpha-numeric string was a bit much, so we insisted. You're welcome.)

  2. By default you'll probably land on the Application List page first, so click "My Account" in the upper-right hand section of the page.

  3. The "My Account" link takes you to the Account Details page, which is the hub of all account-related stuff in LearningBuilder. From this page you can view and edit your account details, view the Roles that have been assigned to your account (often representing credentials you've earned), and begin new application paths.



  4. Go ahead and click around to explore the page. You can change the password, edit the name and demographic details, view the payment and communication history, etc. (Yes, that's a cop out on our part, but do you really need us to hold your hand for those things?)

Related Content

If you haven't already seen it, the training module on Reviewing an Application provides some background information on how doggos come to be certified in the first place.

Step 2: Explore the admin area as Arlene

Steps

  1. Log in as admin@example.com using that same super-secret Passw0rd to log in as Arlene.

  2. Navigate to Admin → Members and run a search for "Chewy"


  3. Click the "edit" icon to view Chewy's account details. Note that as an administrator, you have access to way more functionality than Chewy did himself. Membership has its perks, eh?


Role-specific functionality

This is a common pattern in LearningBuilder, where different users have access to the same user interface, but where different features are enabled based on user permissions.

Technically speaking, each Role is associated with a set of permissions in the system, and the Roles assigned to a user govern the things that user can do in different parts of the site.

We'll cover this in more detail in a later module.

What's Next?


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