Setup
You will need the Can change site configuration settings permission in your security group.
Click Permissions and Security Groups to learn more.
How to Configure Security Groups
For full instructions on creating and managing security groups and permissions, see Permissions and Security Groups.
How to Configure Single Sign-On
For full instructions on setting up SSO with your identity provider, see Setting up Single Sign-On (SSO) in Uptick.
How to Use the Account Device Audit
The Account Device Audit shows login history for the past 14 days across all user accounts in your workspace.
Navigate to Control Panel > Security & Access > Account Device Audit.
Review the following for each user:
Account — the name of the user.
Last access — the date the user last accessed Uptick.
Mobile Devices — the Workforce app version and phone OS for each device the user has logged in from.
Web Devices — the browser and operating system used to access the Uptick web platform.
A flag icon next to a user's name indicates their device has logged events without a GPS geocoding signature in the last 14 days. Follow up with these users to resolve any device or location issues.
Periodically review the Mobile Devices column to ensure all technicians are running the latest version of the Workforce app and phone software.
How to Use the System Log
The System Log (Event Log) records activity across your Uptick workspace. Use it to troubleshoot unexpected changes and audit user actions.
Navigate to Control Panel > Security & Access > System Log.
Click Add Filter to narrow down results:
Created After / Created Before — filter events within a specific date range.
Account — filter by the user account that performed the action.
Object Type — filter by the type of record affected (e.g. Task, Routine).
Object IDs — filter by specific record IDs.
Review the results:
Event ID — a unique identifier for the event.
Object — the record that was affected (e.g. Task 307, Routine 4484).
Created — the date and time the event occurred.
Account — the user who performed the action, or System Generated for automated actions.
Message — a description of what changed (e.g. "Task was created", "Due date was changed to...").
Click Download to export the filtered results as a CSV file.