User Management: Setup Reminders for No Account Activity

As a SAM admin, you can make the task of user management easier on your self by setting up auto-actions around the SAM usage data.

In this example, I’ll create an auto-action that sends an email when a SAM user has not logged in for two months. This could indicate that they no longer use their account, and should be disabled for the time being.

If you’re brand new to auto actions, this guide is helpful, otherwise follow the steps below:

  • Navigate to Settings > Auto Actions

  • Create a new auto action and give it a memorable name. You will want this to execute more than once per record in case a staff member has several occasions of inactivity, or you ignore the first notification (we all get busy!)

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  • This should be a scheduled auto action. That way SAM will look every week or month for users who haven’t logged in. I set it up to happen every Monday morning.

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  • Here’s the filter I used to narrow the auto action down to people who have not logged in within 2 months:

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  • My auto action will send a template email to me. I set up a very simple template based on the Person table:

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  • Here’s the full auto action setup:

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