What is the User Dashboard and How Do You Use It?

The User Dashboard is the central place for managing users within Vygo. It allows administrators to view user engagement, filter and segment users, perform bulk actions, and access detailed user insights.

The dashboard combines user management and engagement tracking into a single workflow, helping institutions manage communication, support, and program participation more efficiently.

Accessing the User Dashboard

To access the User Dashboard:

1. Log into the Vygo platform
2. Select the Admin icon
3. Navigate to User Management

Your visibility and available actions within the dashboard will depend on your role and permissions.

Understanding the Dashboard

The User Dashboard displays user engagement information and management tools in a single view.

At the top of the dashboard, you’ll see engagement summary cards displaying metrics such as:

• Total users
• Messages sent
• Connections made
• Sessions completed

These metrics automatically update based on the filters applied.

For example, you can filter by:

• User role
• Programs
• Public tags
• Private tags

Customising Your Dashboard View

You can customise which columns appear in the dashboard by selecting the display settings icon.

This allows administrators to tailor the dashboard to suit their workflow and reporting needs.

Filtering Users

Filters help narrow down the users displayed in the dashboard.

Available filters may include:

• Roles
• Programs
• Public Tags
• Private Tags

For example, administrators may filter:

• Students in a specific program
• Users with a specific support status
• Students identified as at-risk
• Alumni users
• Institution staff members

Important Note About Program Filters

When filtering users by program, the engagement data displayed remains organisation-level engagement data.

This means the dashboard shows:

• The users who belong to the selected program
• Their overall activity across the organisation

It does not display program-specific engagement metrics only.

Creating Segments

Segments are saved groups of users based on applied filters.

For example, an institution may create segments for:

• At-risk students
• Pilot groups
• Specific support cohorts
• Students requiring follow-up

Once filters have been applied you are provided an option to save as a segment.

• Public Segment: Any admin can use that filter
• Private segment: only you can see and use that filter

Filters vs Segments

• Filters temporarily narrow the users displayed
• Segments save those filtered user groups for future use

Viewing User Insights

Selecting a user opens their User Insights profile.

User Insights includes:

• User details
• Public tags
• Private tags
• Engagement summaries
• Historical activity
• Notes and participation history

For more information, see:

Understanding User Insights

Performing Bulk Actions

The User Dashboard allows administrators to perform actions across multiple users at once.

To perform a bulk action:

1. Select one or more users
2. Open the Options menu
3. Choose the required action

Available bulk actions may include:

• Add to Program
• Connect to a Supporter
• Send Bulk Message

Available actions depend on your role permissions.

Add Users to a Program

Administrators can add selected users to an existing program directly from the dashboard.

This is commonly used when:

• Managing cohorts
• Assigning students into support programs
• Moving users between programs

Connect Users to a Supporter

Administrators can connect selected users with supporters in bulk (up to 10 at a time).

This helps streamline:

• Mentoring workflows
• Advisor allocations
• Student support matching

Sending Bulk Messages

Bulk messaging allows administrators to send personalised messages to multiple users simultaneously.

Messages can include dynamic fields such as the user’s first name to create a more personalised experience.

For detailed instructions, see:

Sending Bulk Messages to Students

Exporting User Data

The dashboard supports CSV exports for filtered user lists.

Administrators can export:

• User information
• Engagement data
• Filtered cohorts
• Program-based user lists

This can assist with reporting and operational workflows outside the platform.