How to configure collaboration in the Insurance Tracker app?

The Insurance Tracker app of Apptivo allows you to manage the interactions carried out using the Activity bar. The Collaboration tools help businesses to customize the “Show” or “Hide” options in the Activities.

Steps to configure collaboration

• Log into your Apptivo account and go to the Insurance Tracker app from the App Header bar. Here, select Settings from the App Header.
• Go to General → Collaboration from the left navigation panel of the Settings page.

• Now, you can view the following associated activities in the Collaboration dashboard.

• News Feed
• Calendar
• Follow Ups
• Tasks
• Call Logs
• Emails
• Notes
• Documents

• You can also edit the name of the associated activities according to your preference using the “Edit Name” icon.
• By default, all associated activities are in the enabled mode. The Privileges dropdown helps to offer restricted access to the employees.

Note: The privileges for the employees are configured in the Employees app.

• To hide a particular activity, say “News Feed”, you can toggle off by sliding the toggle.

• Now, you cannot view the “News Feed” activity on the overview page of an insurance tracker.

Related Links

• View Insurance during their Expiry
• Insurance Tracker App Notifications