---
title: "View-Only User Dashboard & Profile Tabs"
url: "https://help.ontraccr.com/en/article/view-only-user-dashboard-profile-tabs"
language: "en"
last_updated: "2025-06-08T16:55:37.957Z"
---

# View-Only User Dashboard & Profile Tabs

## 👁️ **View-Only User Dashboard & Profile Tabs**  
 

When you click on a user in the **Manage Users** page (without choosing Edit), Ontraccr opens a **view-only profile dashboard**. This interface displays key information about the user across six organized tabs. This article breaks down what each tab includes, how the data gets populated, and what access implications exist.

* * *

## 🧭 **How to Access the User Dashboard**

1.  Navigate to **Staff > Manage Users**.
2.  Click on any user’s **card** (but **not** the Edit button).
3.  The **view-only dashboard** will open, showing six tabs across the top.

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## 🗂️ **The 6 Profile Tabs Explained**

* * *

### 1\. **General Info**

Displays the full set of core details captured during user creation or editing:

| Field Group | Includes |
| --- | --- |
| Personal Info | Name, Division, Union, Employee ID |
| Account Info | Username, Email, Time Zone |
| Position & Access | Role (Position), 4-Digit PIN |
| Contact | Phone Number |
| Financial | Hourly Wage (only visible if the viewer has permission) |
| Assignments | Projects, Teams |
| Integration Status | Shows whether the user is synced with QuickBooks, Sage, or Eclipse — and which one |

* * *

### 2\. **Labels**

Displays all custom labels assigned to the user (e.g., “Vancouver”, “Electrician”, “First Aid”).

-   Labels are created during profile setup or editing.
-   Multiple labels can be assigned to each user.

* * *

### 3\. **Files**

Lists any files attached to the user's profile.

-   Includes contracts, agreements, and other uploaded docs.
-   Viewable/downloadable from this tab.

🔐 Visibility Note: If the logged-in user can view profiles, they can also see the attached files.

* * *

### 4\. **Notes**

Used to store **internal notes** related to the user.

-   Examples: Attendance issues, behavioral flags, management reminders.
-   Text-based and flexible.

⚠️ Permissions Note: If a user has permission to view their own profile, they will see the notes section. There is no way to hide just the Notes tab from them.

* * *

### 5\. **Certifications**

This tab allows admins or managers to **track and manage user certifications**.

| Field | Description |
| --- | --- |
| **Type** | Name of the certification (e.g., “First Aid Level 1”) — required |
| **Acquired Date** | When the certification was issued |
| **Expiry Date** | When the certification expires |
| **Issuer** | Organization or authority that issued it |
| **File Upload** | Optional digital copy of the certificate |

📌 Why Expiry Matters: Ontraccr automatically emails:

The certificate holder, and

Admins

**90 days before expiry**.

📊 Admins can also run a User Certifications Report from the Reports tab to track:

-   Active
-   Expiring (within 90 days)
-   Expired certifications

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### 6\. **Assigned Forms**

Shows all forms currently assigned to the user via workflows.

| Actions Available | Details |
| --- | --- |
| **Search or Filter** | Filter form logs by status, trigger, etc. |
| **Cancel Assigned Forms** | Select one or more forms, click **Cancel Selected**, then confirm to remove them from the user’s queue. |
| **Click into Form** | View full form details, trigger info, and timeline. |

🧠 Common Use Case: If a worker reports being overwhelmed with forms, an admin can use this tab to cancel irrelevant ones from their assigned queue.

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## 📌 **Summary**

The user profile dashboard in Ontraccr gives admins and authorized users a clean, read-only overview of everything tied to a worker's profile — from contact and employment info to certifications, assigned forms, and custom labels. It centralizes everything needed to assess or assist an employee without making edits.