Using the Learner Account Column Picker

With the August 2025 update, we've introduced the Column Picker - a tool that will help you stay in control of what information you see and is relevant to you when managing learner accounts.

To use the column picker, from the Learners page, you can click the button at the top-right corner of the table that says "Columns". From here you can remove columns, add them, or set it back to the default view.

Your column selection will save so that you don't have to set it each time you log into PlanSafe, and will not impact others' view of the platform.