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Activities - Tasks and Expenses

  • Jul 15, 2026 5:15 PM UTC
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Varsity I
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Does anyone know why as an Admin I cannot see al the user activates within the company? I am trying to then assign workgroups for department leads to review team activity but step1 - I cannot see them myself. Thanks 

 

 

Best answer by Samvel Petrosov

Have you configured the Company Tree? Your employee record has to be higher in the tree to access the tasks/activities of other employees.

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Samvel Petrosov
Jr Varsity III
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Have you configured the Company Tree? Your employee record has to be higher in the tree to access the tasks/activities of other employees.

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Samvel Petrosov | Acumatica MVP since 2019 | ERP Consulting and Custom Development https://www.certusforge.com | samvel@certusforge.com | https://www.linkedin.com/in/samvel-petrosov
    Varsity I
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    • JReppard
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    • Varsity I
    • Jul 15, 2026 5:24 PM UTC

    @I have started - but still missing something then. The other employees are also assigned to the workgroup

     

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    Samvel Petrosov
    Jr Varsity III
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    @I have started - but still missing something then. The other employees are also assigned to the workgroup

     

    Is the employee record linked to your current user? 

     

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    Samvel Petrosov | Acumatica MVP since 2019 | ERP Consulting and Custom Development https://www.certusforge.com | samvel@certusforge.com | https://www.linkedin.com/in/samvel-petrosov
      Varsity I
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      • JReppard
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      • Varsity I
      • Jul 17, 2026 3:31 PM UTC

      ​@Samvel Petrosov Yes I added - under the default workgroup I added the Customer Service Group

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      Varsity I
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      • JReppard
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      • Varsity I
      • Jul 17, 2026 3:33 PM UTC

      I found the issue - the activities didn't assign the group as shown below. This worked.

       

       

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