Understanding the Estate page

The Estate page allows administrators to view the status of all activities, the users who are assigned to each.

A - Select product to view
B - Select 'active' or 'archive' to view
C - Click to view participants for the area
D - Export Excel summary of all activities
E - Click to archive (you can unarchive via the archived tab)





If an Administrator has permission to see the content of the activity they will be able to click on the title (the 1st column) of the activity. This will then open up the template in full.

Please note: Not all administrators automatically have access to see the full content of the activity. This depends upon your subscription level.

Updated on: 03/02/2023