Skip to main content

New: Request Limits Pop-Over

Monitor and manage your associates’ request limits, the Requests Limit Pop-Over - Request Tally

Marianela Davalos avatar
Written by Marianela Davalos
Updated over a month ago

This new view provides a quick snapshot of how many days each associate has taken, along with details about their current requests, all in one place.

How It Works

  1. Go to the Associates Tab
    From the Organization Level, open the Associates tab.

  2. Select an Associate
    Click on any associate’s name, then select the three dots (⋯) to Edit.

  3. Access Request Limits
    In the edit view, go to the Requests Limits section.

  1. View the Pop-Over Window
    You’ll now see a new tab under “Days Taken.”

    • Click on the blue icon to open the pop-over window.

    • On one side, you’ll see detailed information about the associate’s request history.

    • On the other, you’ll find a list of their current active requests.

Did this answer your question?