Guide to the Learner's Training Profile

Discover the information contained within Learner's Training Profile, including notifications sent, information about them, training history, recertification dates, and more!

What You'll Need

An EasyLlama admin account with permissions to access learner profiles

Access the Learner’s Training Profile

Go to the Learners tab in the dashboard.
Hover over any learner's name in the list.
Click on the name to open their profile overlay.

Note: The profile opens as an overlay on your current dashboard view, as shown below. Click the 'X' in the top-right to close it.

Profile Sections Explained

Action Buttons (Top Purple Bar)

Assign Trainings – Assign new courses to the learner
Assign Journeys – Enroll the learner in a Learning Journey
Notify – Send a reminder about assigned courses
Three dot icon - Assign documents, open the learner portal, archive user

Edit Profile (Pencil Icon)

Click the pencil icon in the top-right to edit learner details like email, role, location, and more. See Edit a Learner's Profile Information for detailed instructions.

Learner Details

Expand this section to view basic information about the learner (role, region, employment type, etc.).

Learning Journeys Section

Shows any Learning Journeys the learner is enrolled in, along with their progress. You can:

Click a Journey name to expand and see detailed information, like status or due dates
Remove the learner from a Journey if needed

Training Section

This section has three subsections (click headings to expand/collapse):

Current Assignments

Shows courses assigned but not yet completed
Displays progress percentage and due date
Click the three dots menu to:
- Notify the learner
- Open the training
- Change the due date
- Remove the course (if under 10% complete)

Upcoming Recertifications

Lists recertification dates for assigned or completed courses
Click the three dots menu to:
- Edit the recertification course or date
- Recertify now
- Choose not to recertify

Completed Courses

History of all courses completed by the learner
Shows completion date and approximate time spent
Click the three dots menu to download the certificate of completion

Phishing Campaigns

For those using the Phishing Simulator, the Learner's profile shows:

Data about the user - how many campaigns they were involved in, and the result of those campaigns
Expand Phishing Campaigns to reveiw individual campaigns assigned to the user, including thier status, and when the campaign will conclude.
Click the three dots icon to view the campaign

Documents

History of all documents assigned to the user
Shows the status, when it was signed, and when it was due
Click the three dots menu to download the signature, if applicable

Activity History

Under Notification Reminders, click See activity history to view a pop-up showing all email notifications sent to the learner.

Frequently Asked Questions

Can I see what emails were sent to a learner?

Yes. Click See activity history to view a log of all email notifications sent to that learner.

How do I remove a course that was assigned by mistake?

In the Current Assignments section, click the three dots next to the course and select Remove. Note: this is only available for courses under 10% complete.

How do I download a learner's certificate?

Go to the Completed Courses section, click the three dots next to the course, and select Download certificate.

Can I change a recertification date from the profile?

Yes. In the Upcoming Recertifications section, click the three dots next to the course and choose Edit recertification.

What does "Open the training" do?

It opens the course as if you were the learner, allowing you to preview the training content.

How do I see a learner's progress on a Learning Journey?

Expand the Learning Journeys section and click on the Journey name for detailed progress information.

Llama Fact: Llamas are known to be excellent listeners and observers—just like a Training Profile helps you keep a close watch on each learner's progress!