Activity History
Introduction
The activity history tab provides a comprehensive overview of events within the platform's history. The following types of activities are visible:
- Changes to organizations data
- User invitations
- Permission assignments or removals
- Subscriptions
- Changes to existing subscriptions
- Terms & Conditions acceptance
- Partner Prices (at distributor level)
In this article:
Overview
Activity history contains a chronological record of activities along with timestamps, encompassing the addition, modifications, adjustments, and erasures of records on the platform, executed by platform users or external systems.
For example, when selecting the subscription name in question, you will be redirected to the subscription.
Types of entities
The Activity History allows you to choose which types of entities you want to see:
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All
- Includes every available entity listed below.
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Organizations
- Activities relates to changes of details of a specific organization, for example, the address or legal details (those activities are also visible on the profiles of organizations) but also custom properties for organizations
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Subscription
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- Activities related to creation or changes of subscriptions (those activities are also visible on the subscription profiles).
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Partner Prices
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Activities on distributor level such as:
- Creating new Partner Prices section for sellers
- Adding, updating, or removing markup configurations in a price tier associated with one or multiple sellers
- Moving a seller organization from the Price Tier 1 to the Price Tier 2.
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Activities on distributor level such as:
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Vendor T&C
- Vendor's terms & conditions, accepted by the customer
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Partner T&C
- Seller's terms & conditions, accepted by the customer
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User
- Activities related to a specific user, for example, granting permissions or adding an email address to the user's profile.
Period
Types of actions
There are two types of actions that you can see in the Activity History:
- Added - when a specific activity is adding a new detail to an entity (for example, a name has been added in the previously empty name field).
- Modified - when a specific activity is changing or deleting a detail related to an entity (for example, a price tier has been changed or an email address has been removed).
Displaying activity history
To adjust which entities to show in the activity history, follow these steps:
1. Log in to the platform using your credentials:
2. Go to the Activity tab by clicking on it in the top menu:
3. Click on the Entity selection field.
4. Choose either All or select specific entities:
5. Select a period for which you want to see activity history:
6. Select a specific time frame using the calendar:
7. Click on Show results to display activity history for your selected entities in the specified period:
8. You will see the results in the table:
Visibility of activity history on organization profiles and subscription sections
The history of some activities is not only visible under the Activity tab. Activities related to such entities as Organization and Subscription are visible on their sections as well.
Tracking of organization custom fields
The Activity History allows you to track changes done in such custom fields such as:
- Legal address
- Primary contacts
- Account manager
- Billing contact
- Service desk
- Preferred currency
- Invite and login option
- Industry details
- Custom properties
Thanks to this feature of the Activity History, it is easier for you to manage custom fields and changes that happen in them. Such changes are logged in the Activity History and can be reviewed later.
Visibility of custom properties
The tracking of custom properties changes in the Activity History is related to specific permission restrictions set on the custom property template level. For example, only Seller Admins can see certain properties that are not meant for other users for security and privacy reasons.
Summary
The Activity History tab allows you to track all the important platform events, such as user invitations, permission adjustments, subscription changes, and acceptance of Vendor or Partner terms and conditions. All those activities can be presented together in a table under the consolidation tab. Selecting specific entity types and date ranges allows you to track both user-initiated and system-based actions with timestamps and a responsible author or party. The activities listed in the table under the Activity History can come with links if a specific activity relates to subscription, organization, or terms and conditions. Thanks to the records that reach back to August 2022 and are updated on a daily basis (but with no same day changes), the Activity History gives a transparent and chronological activity log that helps you review any change or modification made on the platform.
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