Client Activity Logs

98 Aufrufe Markdown

Trace client and staff actions with the actor, time, IP address, and changed values to determine who did what with an auditable record.

Opening the Screen

Open a client and choose the Activity Logs tab: {admin}/users/detail?id={client}&tab=activity-logs

What Is on the Screen

User Who performed the action. It can be the client or a staff member, and it links to that record.

Description A sentence saying what was done. Long descriptions are shortened; the whole of it shows on hover.

Date When the action happened.

IP Address Where the action came from. The lookup button beside it shows the other records from that address.

Row detail The button at the end of the row opens the record's full data: the old and new values of each changed field, laid out to be read.

Who appears here

The list carries two sources together: what the client did themselves, and what staff did to this client's record. An administrator changing the client's group appears here too - deliberately, because the screen answers "what happened to this account".

What the client sees in their own panel is narrower: only their own actions, never staff work.

Tasks

Find out who changed something

Find the row that describes the change in the description column.
The user column says who did it; a staff member's name links to their record.
Open the row detail; the old and new value of the changed field are there.

Trace an address

Use the lookup button on the IP column.
The other records from the same address are listed - this is how you see whether an account is being shared.

Things to Watch

This list is wider than the client's own

The panel includes staff actions; the client does not see them in their own panel. If a record is here and the client says they did no such thing, look at the user column - the action was most likely taken by staff.

Records are pruned after a while

Activity records are cleared automatically according to the installation's retention period. Where a long history is needed, check that period on the Automation screen.

Records cannot be edited

These rows are an audit trail; they cannot be changed or removed from the panel. Where a record looks wrong, read the raw data in the row detail.

Required Privileges

The tab opens with the client record. The links in the user column depend on privileges: reaching a client record needs client access and reaching a staff record needs staff access; without them the name is shown without a link.

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