As an admin or manager, knowing what your team members see helps you guide them through training and ensure nothing gets missed. While you can’t log in as a reader or preview their exact dashboard, Waybook gives you all the tools you need to confidently manage their experience.
What Readers See on Their Dashboard
Waybook is designed to provide a streamlined, focused experience for readers - showing only the content they need, when they need it.
Here’s what’s included:
“Start Here” Widget
This smart widget helps readers prioritize:
Learning Paths that require completion
Documents with upcoming deadlines
Other incomplete Documents that require completion
Readers always know what to focus on next, reducing overwhelm and supporting steady progress.
💡 Deadlines are dynamic when set using Learning Paths or Relative Due Dates, and vary based on when each member was granted access.
Only the Content They Need
Readers only see content they’ve been explicitly given access to via:
Group membership
Individual Subject or Document permissions
Content outside of their permissions is completely hidden, keeping their dashboard clean and distraction-free.
Progress Tracking
Readers can view their own:
Completion status for each Document and Subject
Overall progress across all required content
Remaining items that need their attention
They can’t view team-wide progress or edit any content.
Bookmarked Documents
Readers can bookmark documents for quick access. These appear in a dedicated section on their dashboard - perfect for referencing important materials.
Recently Viewed Documents
Waybook helps readers pick up where they left off by showing their most recently viewed content - great for uninterrupted learning.
Search
Readers can use the search bar to find:
Keywords, steps, and titles within assigned content
Results update in real-time for fast, intuitive lookups
Search is context-aware, so results are limited to content the reader has permission to view.
Waybook Ask (AI Assistant)
Waybook Ask empowers your team with quick answers - without needing to ask a manager.
Readers can ask questions in natural language
Responses are generated from your documented knowledge
This helps reinforce learning and reduce repetitive questions
How to Check What Readers See
While you can’t log in as a reader, here’s how to review and manage their experience:
Progress Matrix - Go to Reports → Progress Matrix to:
See which documents a user has access to
Check their completion status
View what’s reference-only vs. requires completion
Exit Edit Mode - Toggle out of edit mode to preview documents as a read-only member would see them. This helps you review layout and step formatting.
Need help reviewing reader access or setting up Learning Paths?
👉 Check out this guide on assigning content or learn how to build a Learning Path.