Gen 2


Gen 3


Download user actions

In the User Actions dashboard, you can download a list of all actions performed by an Insured in the Policyholder portal.

To download a list of user actions:

  1. Go to the User Actions dashboard.
  2. Select the Download Enrolled User List button
  3. Selecting will download an xls file that will contain the following columns:
    1. Action
    2. User Name
    3. Date / Timestamp (EST)
    4. Insured
    5. Details