---
title: "Customizing the Action Center in Ontraccr"
url: "https://help.ontraccr.com/en/article/customizing-the-action-center-in-ontraccr"
language: "en"
last_updated: "2025-06-08T16:24:31.290Z"
---

# Customizing the Action Center in Ontraccr

## 📄 **Customizing the Action Center in Ontraccr**  
 

The **Action Center** in Ontraccr’s mobile app gives users quick access to high-priority tasks and tools. Through customization, you can control exactly what appears in the Action Center for each user **role**, streamlining their mobile experience.

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## 🧭 **Where to Access Action Center Settings**

1.  Go to **Settings**.
2.  Click **Customization**.
3.  Select **Action Center**.

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## 🎛 **What You Can Customize**

You can configure **which Action Center items are visible** for each user role. The available toggles include:

| Action Center Item | Description |
| --- | --- |
| **Forms Viewed** | Shows recently viewed forms |
| **Manual Forms** | Allows launching forms manually |
| **Form Submissions** | Displays recent form submissions |
| **Clock** | Access to time clock functionality |
| **Schedule** | View field schedule |
| **Board Cards** | See project board tasks assigned to them |
| **Hide Board Cards** | Suppresses board task view (use if irrelevant for role) |
| **Tasks** | Task-specific action area |
| **Equipment** | Equipment assigned or nearby |
| **Time Cards** | Access to time card entries and submission |

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## 🛠️ **How to Configure Action Center Per Role**

1.  In the **Action Center** customization screen, choose a **user role** (e.g., *Site Foreman*, *Project Manager*).
2.  Toggle each item **on or off** depending on what that role should see.
3.  Changes apply immediately for users in that role.

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## 🧪 **Use Case Example**

For a **Field Technician**:

-   Enable: *Clock*, *Manual Forms*, *Schedule*, *Tasks*
-   Disable: *Board Cards*, *Form Submissions*, *Equipment* (if not applicable)

For an **Admin** or **PM**:

-   Enable: *Forms Viewed*, *Form Submissions*, *Board Cards*, *Time Cards*

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## ✅ **Tips and Edge Cases**

-   **Hide Board Cards** acts as an override—useful for roles where task boards are irrelevant.
-   **Keep Role-Based Needs in Mind**: Think about what each role actually does on-site and customize accordingly.
-   **Test Mobile Experience**: After configuring, log in with a test account for that role to preview the Action Center changes.

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