This article outlines how to include another user's activities in your Homebase.  This is often required if you are covering another user while they're away or if you work as part of a larger team collaboratively.  If you need access to another user's activities, please speak with your manager to submit a request to support@insureline.com.



How to view other employee's activities/tasks in Homebase

  1. From Epic Homebase, click Customize View.
  2. On the View Other Employee's Activities tab in the Customize View window, tick the box next to the user's name that you wish to include in your Homebase.  If the user's name is not shown in this list, have your manager submit a request to support@insureline.com. 
  3. If you also want to see your own activities in your Homebase as well, tick the Include my activities in view tick box.
  4. If your office assigns tasks to people, you can also set the View Other Employees' Tasks tab settings.
  5. Click Finish.  You should now be able to view the other employee's activities/tasks in your Homebase.