Admin Tools: Security Log
Overview
The Security Log in CustomBooks™ provides a detailed audit trail of all changes to the users and user profiles within an account. It allows administrators and authorized users to see who made the changes, what was changed, and when the activity occurred.
Security Logs track updates made to both users and user profiles, helping ensure transparency and data integrity across your organization.
What is the Security Log?
The Security Log is a system-generated history of user actions. It records important activities such as:
- Creating, editing, or deleting user records.
- Updating user profiles or permissions.
Each entry shows exactly which user performed the action and which record was affected.
How to Access the Security Log
- Navigate to Admin Panel
- Click Security Log
Security Log Filters
The Security Log includes powerful filtering options that make it easy to locate specific activities:
- Record Type - Filters the type of record that was changed (User or User Profile).
- User - Shows actions performed by a specific user on the account.
- Record - Allows you to search for a specific user name or email that was modified.
- User Action - Filters by the type of activity performed, such as:
- Created
- Changed
- Deleted
- System Processing
- Cleared Posting
- Search Records - Lets you search for keywords related to the record or change.
- Date - Filters results by a specific date or date range to review activity within a certain period.
Show Revision Details
Each user record in the Security Log has a revision number, which indicates the time or sequence the record was modified. You can click Show Revision Details for each record and compare them to see exactly what changes were made to that record.
Related Articles
Admin Panel: Security Settings
Overview Maintaining a secure and organized workspace is essential for any business. The Security Settings in the CustomBooks™ Admin Panel provide a centralized hub for managing who has access to your data and what level of permission they hold. The ...
Security Settings: Profiles and Permissions
Overview Access to modules in CustomBooks™ is controlled via User Profiles. Any number of User Profiles may be created containing the needed permission settings for a group of users. Once a profile is created, it may be applied to one or more users ...
AccountingSuite™ Product Perks: August 2023 - User Roles & Security
Welcome to the latest edition of "Product Perks," where we highlight innovative solutions from our ever-evolving software! This month we are introducing you to features and tools designed to boost security and provide you with more control than ever ...
Admin Tools: Data Import Wizard
Data Import Wizard If you are trying to import transactions into Cloud Banking, please see this article. The Data Import Wizard is a powerful tool and feature that enables users to efficiently bring external data into their system. With this tool, ...
Security Settings: Users
Users CustomBooks™ is a cloud-based accounting software application, this means that we offer a seamless way to manage your financial data. One of its key advantages is the ability to add new users without the need for additional software ...