Users Active Users

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Menu Item Client Tasks Arrow Head Active Users

 

To display a list of users actively working on a specific client,

 

Select Client (Filer, Entity) Management from the Module menu.
Locate the client of interest.
Select Active Users from the Client Task Bar or context menu.

 

All users actively working on the client will be displayed in a comma-separated list.

 

note Notes

 

When using the context menu, you must right-click directly on the client of interest.
A No Activity! message is displayed if no users are actively working on the client.
If you feel there is a discrepancy and need to verify the list of users, select Logged Users from the Module menu. This will display a list of all users actively working in Account Ability. The Verify button, displayed at the bottom of this list, can then be used to verify each user's session.