Account History

Access

Access is for Administrators only.

Access path to the history is Account Settings > Implementation > History.

Retention

The account history is stored in the Certain database for one year.

Certain's data-cleanup routine deletes all account history records that are more than one year old.

Scope

This section includes a list of history records for the current account for the last 90 days.

The list of records may be a multi-page list.

Actions Tracked

The platform tracks actions related to user inactivity.

The platform tracks whether a 10-day warning email was sent.

The platform tracks whether the user is deactivated.

Fields

Each history record includes the following fields:

Date — The date/time the action took place.
Action — The action type: Insert, Update, or Delete.
User — The name of the user associated with the action.
Summary — A one-line summary of the action.

Display and Download

The section displays 25 records per page.

Click the Next button to view additional records.

Click a row for details of that record.

Download 1 year history (CVS file) — Click to download the history records for the last year for this account (in a CVS file).

The file includes the following fields: Date, Action, User, Summary, and Details.

The Details field contains the details of the action.

Details

Details describes changes made in the Administration area, including changes made on the following pages:

Implementation: Products page
Implementation: Security page
Administration: Users page
Administration: Account page
Administration: Sub-Accounts
Administration: E-commerce accounts
Administration: Profile Data page
Administration: Event Data page

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Agenda

Assigning User Types

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