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Effectively managing users is key to successful ethical training campaigns. This guide covers user management, progress tracking, and engagement optimization.

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Understanding User Lifecycle

Users in Dashboard Dilemas move through distinct stages:
Proactive management at each stage maximizes completion rates and learning outcomes.

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Accessing User Management

1

Navigate to Users Section

From the admin dashboard, click Usuarios in the sidebar.
2

Understand the User Table

The user table displays key information:
ColumnDescription
UsuarioName and email with avatar
ClienteAssociated organization with logo
DilemaLast dilemma played
FechaLast activity date
FinalizaciónCompletion percentage with progress bar
PuntajeTotal points earned
AccionesQuick actions (view details)
3

Use Filters Effectively

Filter the user list by:
  • Client: View users from specific organization
  • Dilemma: See who’s playing specific games
  • Search: Find users by name or email
Save time by filtering before exporting data or performing bulk actions.

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Creating and Inviting Users

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Individual User Creation

1

Add New User

Click “Agregar Usuario” (or similar button, depending on implementation).
2

Enter User Information

Fill in required fields:
  • Name: Full name of the participant
  • Email: Valid email address (verify no typos!)
  • Client: Select the organization
  • Area: Choose department/division
  • Status: Set to “Active” for immediate access
Email addresses must be unique. The system will reject duplicate emails to prevent confusion and data integrity issues.
3

Generate Access Credentials

Upon saving:
  • System generates a unique access code
  • Code is associated with the user’s email
  • User can log in with email + code or just code (depending on config)
4

Send Invitation

Click “Enviar Credenciales” to trigger email:Email Contains:
  • Welcome message
  • Unique access code
  • Link to dilemma platform
  • Getting started instructions
  • Support contact information
Users should receive the email within minutes. If not, check spam filters and server mail configuration.

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Bulk User Operations

For large user groups, prepare a CSV file:Required Columns:
name,email,client_id,area_id,status
"John Smith",[email protected],5,12,active
"Jane Doe",[email protected],5,12,active
Import Process:
  1. Navigate to Usuarios section
  2. Click “Importar CSV” or bulk import tool
  3. Upload your file
  4. Review the preview
  5. Confirm import
Post-Import:
  • Filter to show newly imported users
  • Select all via checkbox
  • Choose “Enviar Credenciales Masivas” to send invitations in bulk
To activate/deactivate multiple users:
  1. Filter users to target group
  2. Select users via checkboxes
  3. Choose bulk action from dropdown
  4. Confirm the change
Common Use Cases:
  • Deactivate users who left the company
  • Reactivate users for new campaign
  • Change area assignments after reorganization
To re-engage inactive users:
  1. Filter by completion rate (<100%) and/or last activity date
  2. Select target users
  3. Choose “Enviar Recordatorio” action
  4. System sends reminder email with:
    • Gentle nudge to complete
    • Link to continue where they left off
    • Deadline (if applicable)
    • Support information

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Tracking User Progress

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Individual User Detail View

1

Access User Profile

In the Usuarios table, click “Detalle” next to any user.
2

Review Summary Metrics

The user detail page shows:Engagement Metrics:
  • Total sessions started
  • Sessions completed
  • Last activity date
  • Days since last activity
Performance Metrics:
  • Overall completion rate
  • Average score across dilemmas
  • Total points earned
  • Performance trend (improving/declining)
Risk Indicators:
  • Questions answered incorrectly
  • Critical questions failed
  • Categories with low performance
3

Analyze Session History

View detailed session log:
SessionDilemmaDateDurationScoreStatus
#143Ethics 1012026-02-1518 min850/1000Complete
#142Compliance2026-02-10Started-Abandoned
Abandoned sessions indicate potential issues:
  • Technical problems (investigate)
  • Difficulty too high (review dilemma)
  • Lack of time (send reminder to complete later)
4

Review Answer Details

Drill down to individual question responses:
  • Which questions the user answered
  • Whether answers were correct/incorrect
  • Time spent on each question
  • Categories where user struggles
This granular data helps identify:
  • Specific learning needs
  • Training gaps
  • Areas for follow-up coaching

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Cohort Analysis

Compare groups of users to identify patterns:
1

Segment by Area/Department

Filter users by Area to see departmental trends:Questions to Ask:
  • Which department has highest completion rate?
  • Where are scores lowest?
  • Which area needs additional support?
2

Compare by Client

For multi-client admins:
  1. Filter by each client separately
  2. Note average completion rates and scores
  3. Identify best practices from top performers
  4. Share insights with struggling clients
3

Analyze by Dilemma

Filter by specific dilemma:
  • See who has/hasn’t started
  • Track completion rates
  • Identify drop-off points
  • Determine if dilemma needs adjustment

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Optimizing User Engagement

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Identifying At-Risk Users

Proactive intervention can save campaigns. Don’t wait until the deadline to address low engagement.
Users at risk of non-completion:
How to Identify:
  • Filter: Sessions = 0, Status = Active
  • Check days since invitation sent
Intervention Strategies:
  1. Timing Issues: Send reminder during typical work hours
  2. Technical Issues: Verify access code works, check email delivery
  3. Awareness: Work with client to re-communicate internally
  4. Motivation: Clarify benefits, deadline, and expectations
Action Timeline:
  • Day 3: First automated reminder
  • Day 7: Personal follow-up from client manager
  • Day 10: Final reminder with urgency
How to Identify:
  • Filter: Completion rate >0% and <100%
  • Sort by last activity date (oldest first)
Intervention Strategies:
  1. Dilemma Too Long: Consider breaking into shorter sessions
  2. Too Difficult: Review if questions are appropriate for audience
  3. Technical Interruption: Test for bugs or server issues
  4. Lost Interest: Improve gamification or incentives
Recovery Tactics:
  • Send “pick up where you left off” email
  • Offer to reset progress if they want to restart
  • Provide time commitment reminder (“Just 10 more minutes to finish!”)
  • Add deadline urgency if applicable
How to Identify:
  • Filter: Completion rate = 100%, Score < 60%
Intervention Strategies:
  1. Learning Gap: Offer remedial training or resources
  2. Didn’t Take Seriously: Encourage retake with proper focus
  3. Questions Unclear: Review if dilemma needs improvement
Follow-Up Actions:
  • One-on-one coaching from manager
  • Assignment of additional learning materials
  • Required retake of specific sections
  • Inclusion in focused training program
Low scores aren’t always bad—they reveal who needs additional support, which is valuable data for L&D teams.

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Engagement Best Practices

Timing Matters: Send invitations and reminders during work hours (9am-5pm) on Tuesday-Thursday for best open rates. Avoid Mondays (too busy) and Fridays (weekend mode).
Personalization: Use merge fields in emails to include user name, their specific dilemma, and their current progress. Generic emails get ignored.
Leadership Involvement: Campaigns with visible executive sponsorship achieve 40-60% higher completion rates. Ask client leaders to send kickoff message.
Gamification: Publicly recognize top performers (with permission) to drive friendly competition. Consider leaderboards, badges, or certificates.

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User Data Management

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Exporting User Data

1

Configure Export Parameters

Before exporting, apply filters to narrow data:
  • Select specific client(s)
  • Choose dilemma(s)
  • Set date range
  • Search for specific users if needed
2

Export to CSV

Click “Exportar Usuarios a CSV” button.Exported Data Includes:
  • User name and email
  • Client and area
  • Last dilemma played
  • Last activity date
  • Completion rate
  • Total points
  • Performance score
  • Risk index
3

Analyze in Excel/Sheets

Use exported data for:
  • Pivot tables and advanced analysis
  • Creating custom reports for clients
  • Integration with other HR/L&D systems
  • Presentation in stakeholder meetings

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Data Privacy and Compliance

GDPR/Privacy Compliance: User data contains personal information. Always:
  • Have legal basis for processing (employment, consent, legitimate interest)
  • Secure exports with encryption
  • Delete data when users leave organization or request removal
  • Limit access to authorized personnel only
  • Document data retention policies
When users request deletion (GDPR “Right to be Forgotten”):
  1. Navigate to user profile
  2. Review data to be deleted:
    • Personal identifiers (name, email)
    • Session data
    • Answer history
  3. Options:
    • Full Deletion: Remove all records (loses analytics value)
    • Anonymization: Replace name/email with “User #12345” (preserves analytics)
  4. Document the deletion in compliance log
Anonymization is often preferable as it maintains data integrity for reporting while protecting user privacy.

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Advanced User Management

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User Roles and Permissions

Dashboard Dilemas has two main user types:

Administrators

Access:
  • All clients and users
  • Full CRUD operations
  • Analytics across all organizations
  • System configuration
Use Case: Platform managers, L&D team, support staff

Client Users

Access:
  • Their own client only
  • View-only for users in their organization
  • Analytics for their company
  • Cannot create/edit content
Use Case: Client HR managers, department heads, client admins
Client users see a filtered view automatically—they cannot access other clients’ data. This is enforced at the code level for security.

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Managing Users Across Multiple Locations

For clients with multiple offices or countries:
1

Structure with Areas

Create separate Areas for each location:
  • North America - New York
  • North America - San Francisco
  • Europe - London
  • Europe - Berlin
  • Asia - Singapore
2

Assign Users to Locations

When creating users, assign to appropriate Area based on physical location or reporting structure.
3

Generate Location-Specific Reports

Use Area filters in analytics to:
  • Compare performance across locations
  • Identify regional trends
  • Customize content for cultural contexts
  • Report to regional managers

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Troubleshooting User Issues

Common Causes & Solutions:
  1. Wrong Access Code
    • Re-generate code in user profile
    • Click “Reenviar Credenciales” to email new code
  2. User Status is Inactive
    • Check status in Usuarios table
    • Change to “Active” and save
  3. Email Typo
    • Verify email address is correct
    • Edit if needed and resend credentials
  4. Never Received Invitation
    • Check spam/junk folders
    • Verify email address in system matches actual email
    • Manually resend invitation
    • Check server mail logs for delivery failures
Troubleshooting Steps:
  1. Verify completion status in user detail
  2. Check if user met certificate requirements (minimum score, etc.)
  3. Navigate to Certificados section
  4. Generate certificate manually if needed
  5. Send via email
Certificates may be issued manually or automatically depending on configuration. Check with your system administrator.
Possible Causes:
  1. Cache Issue: Clear browser cache and refresh
  2. Database Sync Delay: Wait a few minutes and check again
  3. User Assigned to Wrong Client: Verify client association
  4. Session Not Properly Saved: Check session table in database
If Issue Persists:
  • Check browser console for JavaScript errors
  • Review server logs for database errors
  • Contact technical support with specific user ID

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Reporting User Progress to Clients

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Weekly Progress Update Template

Subject: Weekly Progress Report - [Client Name] Ethical Dilemma CampaignBody:Hi [Client Contact],Here’s this week’s progress update for your ethical dilemma campaign:Participation:
  • 127 of 200 users started (64%)
  • 89 completed (45% overall completion)
  • 38 in progress (19%)
Performance:
  • Average score: 78/100
  • Average completion time: 16 minutes
  • Top performing area: Sales (avg score 85)
Engagement Actions:
  • Sent reminder to 75 non-starters
  • 15 users completed after reminder (20% conversion)
Next Steps:
  • Follow-up reminder scheduled for Tuesday
  • Offering 1-on-1 support for users struggling with specific topics
Attached is the detailed CSV export for your review.Let me know if you’d like to discuss any of these metrics!Best, [Your Name]

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Key Metrics to Track

MetricFormulaTarget
Invitation-to-Start Rate(Users Started / Users Invited) × 100>70%
Start-to-Complete Rate(Users Completed / Users Started) × 100>80%
Overall Completion Rate(Users Completed / Users Invited) × 100>60%
Average ScoreMean of all completed session scores>70/100
Re-engagement Success(Completed after Reminder / Reminders Sent) × 100>15%
Track these metrics weekly and share trends with clients. Showing improvement over time demonstrates campaign effectiveness and your proactive management.

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Next Steps

Use Reports & Analytics

Deep dive into user performance data and generate insights

Create Better Dilemmas

Design dilemmas that drive higher engagement and learning

Onboard New Clients

Add new organizations and their users to the platform

Master Admin Workflow

See the complete administrative process from onboarding to reporting

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