Track each person on your team

Team lists everyone in the workspace, with the people who still owe training at the top. Click anyone to open their training file: what they owe, how far they got, every answer they gave, and what you can do for them, from a reminder to a leave of absence.

Find who is not done

The list is grouped so the people most at risk come first:

Section	Who is in it
NOT STARTED YET	Owes training and has not started.
VALIDITY EXPIRED — RETAKE	Completed a training whose validity has run out.
IN PROGRESS	Started, not finished.
TO CONFIRM	Saw everything but left a question unanswered, so it is not recorded as complete.
DATE MISSING — VALIDITY UNVERIFIABLE	Completed, but with no date on file, so the validity cannot be checked.
COMPLETED	Done with everything they owe.
WAITING TO JOIN	Invited but never signed in, or asked to join. Not scored.
ON LEAVE · NOT SCORED	On leave. Not scored.
OUTSIDE THE SCORE	All their roles are excluded from the score.

Read a training file

The left side shows what the person owes and how they answered. The right side holds their contact details, history and the actions for leave and removal.

Part	What it shows
Header	Name, roles, and since when they are on the team.
Verdict	Where they stand, such as IN PROGRESS "1 of 3 trainings completed.", and what is left.
Score tiles	FINAL SCORE (SCORE — PROVISIONAL until they finish), TIME INVESTED, LAST ACTIVITY.
PUBLISHED TRAININGS · REQUIRED	Each training they owe and its status, such as "In progress — 4 of 10 questions answered".
ANSWER REGISTER	Per training: every question with its time and result. Scores under 70% are under TO REVIEW, skipped questions under UNANSWERED. Show all lists everything.
CONTACT	Email and phone, and when each was last used to sign in.
FULL HISTORY	First activity and each completion with its score.
LEAVE AND DUE DATE	At work or on leave, and any personal due date.

Send a reminder

On the verdict, click Send a reminder (Resend the invitation for someone who has not joined). You see "Reminder sent · just now". The email names a training they still owe and links to your portal. Replies come to you. The button shows only while they have something to do, and never while they are on leave.

If you see "A reminder was already sent in the last 24 hours.", you or the agent wrote to them in the last 24 hours. Try again after that.

Change the role or contact details

• Role. Click the roles under the name, or Assign a role, and tick the roles they hold. Changes save on their own, and what they owe follows.
• Contact. In CONTACT, click Edit, change Name, Email or Phone, and click Save. An email or phone already used to sign in is locked: "Already used to sign in — cannot be changed."

Merge duplicate records

When two records look like the same person (same email, phone or name), a line above the list names both. Click Merge. The dialog marks the record with more progress KEEP and the other ABSORB. Click the other card to keep it instead, then click Merge. Progress, roles and contact details move to the record you keep, and the other one leaves the team and frees its seat. Two different people? Click Not the same.

Put someone on leave

Use it for parental leave, sick leave or any long absence. While on leave, the person receives no messages at all: nothing from the agent, no reminders from you, no reminders to join. They keep their seat, roles and portal access, and anything they complete still counts.

Give someone more time

In LEAVE AND DUE DATE, click Extend due date, pick the PERSONAL DUE DATE and click Save. Their reminders and late status follow that date. It only gives more time than the team's due date: a date on or before the team's date, or their start-date due date, has no effect. Saving a new personal date replaces the previous one. It never moves an external source date set on the Training needs page. To undo it, click Edit on the same row, then Remove personal due date.

Remove someone from the team

At the bottom of the file, click Remove from the team, then Confirm removal. The person loses portal access, leaves the list and frees a seat. Their leave and personal due date are cleared, but their file and answers are kept. Adding the same email again brings them back with their history.

Good to know

Early on, the list leads with progress. While no due date is within 7 days and nobody is late, IN PROGRESS comes first, and people who have not started show under JOINED · NOT STARTED YET, not in red.

A personal due date stays after a leave. After an open-ended leave, extend the due date if they need more time.

Manual reminders are not listed in the agent's SENDS list, and the Team list does not show who was reminded.

Not the same is remembered per browser. On another computer, the pair can show up again.

The two counts differ. The number under the Team title counts people who have joined. The one next to Team in the sidebar includes people waiting to join.

Next steps

• Read your Dashboard
• Turn on automatic follow-ups
• Add people to your team