The Details page of end user gives you important information about their account details, payment and email history, content access, and more.
To view the details of an end user, open the three-dot menu for their account and click Edit:
Overview of the Details Page
On the Details page for end user, you can find the following information:
About
See response to custom checkout field
Create and view private Admin notes
See the user's email and whether or not they have confirmed it
Invoices
The Invoices card shows you the invoice history of an end user, including date of the invoice, the invoice status, and amount paid.
Activity
The Activity card shows you information such as when an end user signed in, any admin changes that have been made to their account, coupons redeemed, and more.
Emails
The Emails card shows the full email history for the end user, including total emails sent, the date and time they were sent, and when they've been opened.
User Profile
The User Profile card gives you information about the end user:
Segment
Status
Creation date
Payment information
Last active date
Next invoice date & amount due
Coupons redeemed
Depending on the segment that an end user is a part of, their profile card will update with information that is relevant to that segment:
Active member: See which subscription plan the active member is on
One-time buyer: See the Last Purchase at a glance
Lead: See the Lead Source at a glance
Churned: See the Churned Reason (taken from reason provided through the Reduce Churn feature) at a glance
Trialing: See which plan the end user is trialing on
Edit Customer Name
You can change your customer's name by either impersonating their account and editing their name from their dashboard or by instructing the customers to edit their own name via the dashboard.
Click on More Actions
Impersonate
Navigate to the dashboard
Edit their profile name
Click Save
Watch History
The Watch History card shows you an at-a-glance view of the end user's recent watch history.
Bundle Access
The Bundle Access card shows you which bundles an end user has access to and gives you the ability to assign or take away bundle access.
Content Access
The Content Access card allows you to assign access to specific pieces of content to the end user:
