View and manage a participant's profile
View and manage a participant’s profile
The profile panel is where you act on a single participant — manage their space access, check their purchase history, and activate or deactivate their account. It opens as a side panel from anywhere in upcoach.
Open a profile
Click a participant’s name or avatar anywhere in upcoach — the Members list inside a program, the Users page in your Admin Area, a channel message, a feed post, or a host card on a checkout page. The profile panel slides in on the right.
If you’re an admin viewing a participant, you’ll see action buttons in the sidebar and extra tabs (Purchases, Notes). On your own profile or another admin’s profile, the panel shows fewer tabs.
What’s in the sidebar
The left side of the panel summarizes who the participant is at a glance:
- Avatar, name, and role badge — the user’s organization role (Owner, Admin, Implementation Admin) or their space-level role badge when you opened the profile from inside a program
- Inactive badge — shown if the account has been deactivated
- Last Active — e.g., “Last Active: 2 days ago”
- Member since — the date they joined your organization
- Local time — their current time, calculated from their timezone, refreshed every minute
- Location — if they’ve added one to their About info
When you’re an admin viewing a participant, the bottom of the sidebar shows action buttons.
Action buttons (admin viewing a participant)
- View Reports & Progress — opens the participant’s Reports page. For Program Admins and Facilitators, this is scoped to spaces they share with the participant. See Track participant progress with reports.
- View As [First Name] — signs in as the participant in a new tab. Only appears for users with the Participant role. See View your program as a participant.
- More Actions — a dropdown with Add to space, Deactivate or Activate, and Delete User.
The action buttons that appear depend on your own role and what you have permission to do for this participant. Sponsors don’t see action buttons — the Sponsor role is read-only. Mobile profile views hide these buttons — open the panel on desktop to access them.
The About tab
The About tab shows the participant’s headline, website, social links (LinkedIn, Twitter/X, Instagram, Facebook), and bio. If they haven’t filled in their profile yet, you’ll see “Complete your profile to let others know more about you.”
You can only edit your own About details. On someone else’s profile, this tab is read-only. To update your own profile fields, see Update your profile.
The Spaces tab
The Spaces tab lists the programs the participant belongs to, along with their space-level role in each one. When you’re an admin viewing a participant, it shows a detailed table:
- Space — the program name
- Enrollment Date — when they were added
- Progress — percentage bar
- Last Active — relative time since they last engaged
- Time Spent — total time across activities
Add to a space
Click Add to Space at the top of the tab (or use Add to space from the More Actions dropdown). The Add to Spaces modal opens with a space picker.
When you add someone as a Participant from here, they skip payment for paid programs. If you want the participant to purchase a paid program first, send them the offer link instead — see Create an offer.
You can also pick a different space-level role from the modal — Program Admin, Facilitator, or Sponsor — if the person should be running or sponsoring the program rather than going through it as a learner. Some role changes use a seat. See Seats and billing for team roles.
Remove from a space
Click the three-dot menu on a row and select Remove from space. A confirmation appears warning that the participant will lose access to that program immediately. Their progress and responses are preserved if you re-add them later.
The Account tab
The Account tab shows the participant’s Email and Calendar Integration status. When you view another user’s profile, the Calendar section is read-only — you’ll see whether they’ve connected Google or Outlook and the address they connected, but you can’t connect or disconnect on their behalf.
On your own profile, this tab is where you manage your billing portal access (if you have a subscription) and your own calendar connection. See Connect your calendar and Manage your subscription and billing.
The Purchases tab
The Purchases tab lists every offer the participant has bought, with payment type (One-Time Payment, Installment Plan, or a labeled subscription interval), enrollment date, the spaces unlocked by each purchase, and a status badge.
This tab only appears when you’re viewing another user’s profile — you won’t see it on your own.
The Notifications tab
The Notifications tab lets you set which channels notify you and how. It only shows on your own profile. See Manage your notification preferences.
The Notes tab
The Notes tab is a private place for admins to track observations, follow-ups, and anything relevant to a participant’s progress. It only appears when an admin views a participant. See Use admin notes to track participant information.
Activate or deactivate a participant
From the More Actions dropdown, Deactivate revokes the user’s access without deleting their data. They can’t sign in or access programs until you reactivate them, and they’re removed from upcoming events and appointments. If they have active paid subscriptions, those are cancelled immediately.
If the user held a seat-consuming role, deactivation frees the seat. Reactivating later requires a seat to be available at that time. See Seats and billing for team roles.
The last Owner cannot be deactivated. Deactivating an admin goes through a confirmation modal rather than the Users list’s bulk actions.
To bring someone back, open their profile and choose Activate from the same dropdown.
Delete a participant
Delete User in the More Actions dropdown opens a confirmation modal. Deleting is permanent — use deactivation if you want to revoke access without losing the participant’s history.
You can’t delete the last Owner.
Stripe Connect access is Owner-only. If the participant whose profile you’re viewing has Stripe Connect connections, you’ll only see the option to manage those when you’re an Owner. Admins and Implementation Admins can’t reach Stripe Connect even from this panel.