When the Personalization window appears, select the Start tab to access the settings shown in Figure D. For example, A user without Accounting permission would not see that a Bank Reconciliation would have been started or a General Ledger transaction has been deleted, a user who does not have permission to see trust information will not see when a trust transaction is posted. After you launch Settings, select the Personalization tile. If a user does not have permission to see a particular part of Actionstep then updates concerning those will not appear either. This will also depend on a users permissions. Note: Some activity may expire sooner than the timeframe you choose. Click the button for how long you want to keep your activity Next Confirm to save your choice. Under 'History settings,' click an activity or history setting you want to auto-delete. We are constantly adding items to the feed, and currently it will show the following (depending on your permissions): On your computer, go to your Google Account.
RECENT ACTIVITY PLUS
Register or Sign in and your activity will be automatically recorded for up to 6 months, plus you will gain the ability to permanently store search queries and records. If you are an Administrator you can choose to hide some of these options using Menu Permissions under the Actionstep_Main_Menu option. Recent Activity shows searches and records for the last 8 hours.
The idea is that this will let you see what others are doing but should be more focused to actions that concern you.Īll will show all activity in the database that you have permission to see. Related will show activities for actions (matters) that you are either assigned to or a participant of. You can expand any listed activity to see location details and find out how the account was accessedusing a web browser, phone, or another method. Mine will show all activities that you have done recently in the system. The Recent activity page shows you when and where you've used your Microsoft account within the last 30 days. There are three options which you can filter the Activity Feed by. The Recent Activity Feed shows you what is happening in Actionstep in real time.
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