View all user actions

In the User Actions dashboard, you can view all actions performed by an insured in the Policyholder portal.

View user actions

  1. Go to the User Actions dashboard.
  2. Scroll to view details of user actions.

The User Actions dashboard contains several columns, including:

  • 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.
  • 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.