In the User Actions dashboard, you can view all actions performed by an insured in the Policyholder portal.
View user actions
- Go to the User Actions dashboard.
- Scroll to view details of user actions.
- Action: Action logged.
- User Name: User name of the user who performed the action.
- Date/Timestamp: Time and date the action was logged. Date format is MM/DD/YYYY. Time format is HH:MM:SS AM/PM.
- Insured: Insured name on the account.
- Select the arrow on the last column to view additional details on each user action.
Sample user actions
Sample of user actions logged include the following:- Acknowledge Terms of Service: The action is logged after the user selects Acknowledge and continues from the Terms of Service screen.
- Added a bank account payment method: The action is logged after adding and saving a bank account payment method.
- Added a credit card payment method: The action is logged after adding and saving a credit card payment method.
- Attempted to add a duplicate bank account payment method: The action is logged when a bank payment method is entered that already exists as a payment method.
- Attempted to add a duplicate card account payment method: The action is logged when a card payment method is entered that already exists as a payment method.
- Auto enrolled user first login: The action is logged after the user logs using automatic enrollment credentials and after changing their temporary password.
- Changed payment plan: The action is logged after the payment plan is changed.
- Created a document folder: The action is logged when a new folder is created.
- Deleted a claim photo: The action is logged after a claim photo is deleted.
- Deleted a document: The action is logged when a document is deleted.
- Deleted a payment method: The action is logged after deleting a payment method.
- Deleted a property photo: The action is logged when a property photo is deleted.
- Deleted a user document or folder: The action is logged when a document folder is deleted.
- Dismissed all messages: The action is logged when the user dismisses all messages in the Message Center in the app.
- Downloaded a document: The action is logged when a document is downloaded.
- Downloaded E-Delivery Report: This action is logged after the E-Delivery report is downloaded from the E-Delivery dashboard.
- E-Delivery events processed: This action is logged after E-Delivery events have been processed.
- Filed a claim: The action is logged after user creates and submits claim.
- Made a payment: The action is logged after a payment is made.
- Make a combined payment: This action is logged after the user makes a payment to more than one policy at a time.
- Moved a document: The action is logged when a document is moved from one folder to another.
- Opened a document: The action is logged when a document is opened using Open.
- Renamed a document folder: The action is logged when a document folder is renamed.
- Set Payment Reminders: This action is logged when a user sets a payment reminder.
- Disable Payment Reminders: This action is logged when a user disables payment reminders.
- Updated a setting: The action is logged after a carrier staff changes a setting in Settings.
- Updated Auto Pay Method: The action is logged when a user accepts Automatic Payment Authorization.
- Updated contact information: The action is logged after updates to any of the fields are saved.
- Updated Delivery Type: This action is logged when the user updates their Go Paperless delivery option
- Updated password: The action is logged after password update is saved.
- Updated PIN: The action is logged after PIN update is saved.
- Updated autopay method: This action is logged after the user selects I accept in the Auto Pay Authorization pop-up.
- Updated username: The action is logged after username update is saved.
- Uploaded a claim photo: The action is logged when a photo is uploaded to an existing claim and updates claim.
- Uploaded a contact photo: The action is logged after a contact photo has been uploaded.
- Uploaded a document: The action is logged when a document is uploaded.
- Uploaded a property photo: The action is logged when a property photo is uploaded and saved.
- User browser info: The action is logged after a user has logged into the Policyholder portal.
- User logged in: The action is logged after user logs in.
- Visited Agent/Carrier screen: The action is logged when visiting the Agent/Carrier screen.
- Visited Documents screen: The action is logged when visiting the Documents screen.