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User Menu: An Overview of the User Account Menu in Learning Portal

Summary

This article explains how the Account dropdown menu works in Portal, including how student names are displayed and what each menu item does.

Introduction

The Account dropdown menu in Learning Portal provides quick access to essential student tools such as Account Settings, Calendar, My Progress, My Saved Lists, and Sign Out.

Requirements

Before using the Account dropdown menu:

  • You must be logged into Portal.

  • Your LMS profile should contain at least a username.

  • For LMS Admin Login to appear, your admin account must be correctly linked to a student account in the LMS, and you must log in with that connected student account.

Steps to Follow

1. Overview of the Account Dropdown Menu

  1. Click the profile icon in the upper-right corner of Portal to open the dropdown menu.

  2. The menu includes the following items (highlighted in orange):

  • Account Settings – manage your personal information

  • Calendar – view upcoming events and access schedules

  • My Progress – view points, awards, and leaderboard (if enabled)

  • My Saved Lists – open your saved course lists

  • LMS Admin Login (if applicable) – go to the LMS admin dashboard

  • Sign Out – log out of Portal

2. Student Name

The first line of the Account dropdown menu shows the student’s name based on the information stored in the LMS.

image-20251128-224842.png

3. Menu Item Details

Account Settings

  • Opens: Account Settings → Personal Information tab.

  • Use this page to view or update your personal information (where allowed by your organization).

image-20251128-224943.png

Calendar

  • Opens the Calendar page.

  • This page includes two types of records:

    • Events – scheduled training or sessions on specific dates

    • Access Schedules – time windows when certain courses or content are available

    image-20251128-224955.png

My Progress

My Progress page behavior depends on Leaderboard visibility settings:

  • If the Leaderboard is enabled

    • Redirects to My Progress → Leaderboard tab.

image-20251208-184333.png

  • If the Leaderboard is disabled

    • Redirects to My Progress → My Points tab.

image-20260302-183627.png

My Saved Lists

Opens the My Saved Lists page, where students can access course lists they have previously saved.

image-20251208-184427.png

LMS Admin Login (optional, only for admin+student accounts)

This menu item appears only if all of the following are true:

  • The student is linked to an admin in the LMS

  • The admin logs into Portal via a student account connected to them

Clicking it redirects the user to LMS → Dashboard

image-20251208-184638.png

Sign Out

Logs the student out of Portal and returns them to the Sign In page.

image-20251128-225414.png

Expected Result

Students can quickly access all essential functions from the Account dropdown menu. The displayed name follows the LMS name field logic, and each menu item redirects to the correct page.

Admin–student connected users who log in with the correct linked student account will see an additional LMS Admin Login option that leads to the LMS admin dashboard.

Troubleshooting

Problem

Cause

Solution

Name not updated

LMS profile changed while logged in

Log out and log back in

LMS Admin Login missing

Student not linked to admin or wrong admin account

Confirm admin-student linkage in LMS

Menu items not loading

Browser caching

Clear browser cache and reload

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