Documentation Index
Fetch the complete documentation index at: https://docs.deandesk.com/llms.txt
Use this file to discover all available pages before exploring further.
This guide covers institution-level account management at
deandesk.com. For school-level user accounts, see Add users.Identity list
Open Identities in the institution dashboard sidebar to see every identity in your institution. The list is a full-featured directory with backend-driven search, role filters, and customizable columns.Search
The search bar at the top of the directory matches against name, username, email, phone, address, and any custom metadata fields. Results update as you type.Role filters
Use the Role chips above the table to filter by one or more institution roles. Selecting multiple chips returns identities that match any of the selected roles.Customizable columns
The Columns dropdown lets you toggle which fields appear as table columns. You can show standard fields (name, email, phone, joined date) plus any custom metadata field configured under Settings → Metadata.Identity detail page
Click any identity to open their detail page, which surfaces:- Profile — name, email, contact info, joined date
- Metric cards — four at-a-glance metrics (e.g. Institution paid) summarizing financial and engagement activity
- Create a case for this identity — a quick-action card with a Create linked case button that pre-fills a new case with this identity’s name and email
- Memberships — current and historical institution memberships, if any
- Schools — every school where this identity has a linked User account, with their school-level roles
- Cases — cases where this identity is the contact (see Cases)
- Activity — recent activity across all of your schools
- AI Insights — an AI-generated summary of the identity’s activity, engagement, and any notable events
AI insights
The AI Insights panel reads the identity’s activity history (logins, course participation, payments, communications) and generates a plain-language summary. Use it to quickly orient yourself before reaching out to a member or resolving a case.Global search
The institution dashboard includes a global search that finds people across every school under your institution.Open search
Use the search bar embedded in the header of every dashboard page (Identities, Memberships, Cases, Metadata, and others), or go directly to
/dashboard/search for the full results page.Type a name or email
Start typing. DeanDesk returns matches across both Identities and school-level Users in real time.
Identities are institution-wide; Users are school-specific. A single person can show up as one Identity plus multiple Users (one per school). See Identities vs Users for the full picture.
Inviting identities
Identity roles
| Role | Access |
|---|---|
| Super Admin | Full access to the institution dashboard, schools, billing, and all settings |
| Admin (Read-Only) | Can view institution data but cannot change it |
| Member | Basic institution-level access |