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adminhelp:generalsettings:adminactionaudittrail [2019/02/08 05:34]
bdjordje
adminhelp:generalsettings:adminactionaudittrail [2019/05/06 05:28] (current)
dperic
Line 47: Line 47:
   * delete the default group   * delete the default group
   * copy settings from a user type   * copy settings from a user type
 +
 +==== Categories ====
 +  * add new category
 +  * change parent category
 +  * change category name
 +  * change system ID
 +  * change category description
 +  * change rank
 +  * select/unselect active status
 +  * change effective dates
 +  * change the **Redirect to url** field
 +  * change the category image
 +  * change the additional image 1
 +  * change the additional image 2
 +  * change the mobile only image
 +  * select **Visible to everyone**
 +  * select **Define permission groups who can see this category**
 +  * move permission groups to **Selected Permission Groups: User Types, Companies, Markets, Brands, Custom Permission Groups** and back
 +  * select/unselect tabular view
 +  * select/unselect list view
 +  * select/unselect custom view
 +  * create subcategory
 +  * delete category
 +  * delete subcategory
 +
 +==== Unit of Measurement ====
 +  * add new unit of measurement
 +  * change the measurement name
 +  * select/unselect the default unit of measurement
 +  * edit > delete a specific unit of measurement
 +  * import conversions
 +
 +==== Product Types ====
 +  * add new product type
 +  * change product type name
 +  * change product type system ID
 +  * change product type icon
 +  * change product type rank
 +  * delete product type
 +  * translate product type
 +
 +==== Sequences ====
 +  * add new sequence
 +  * change sequence name
 +  * change sequence description
 +  * select if sequence is global
 +  * change start number
 +  * change end number
 +  * change step value
 +  * select order
 +  * select alpha
 +  * change string list
 +  * select presentation
 +  * select sequence type
 +  * delete sequence
 +
 +==== SEQ Substitution ====
 +  * add new sequence substitution
 +  * change sequence substitution name
 +  * change sequence substitution description
 +  * select sequence
 +  * select sequence substitution attributes
 +  * delete sequence substitution
  
 ==== Workflow Permissions ==== ==== Workflow Permissions ====
Line 137: Line 200:
   *search for users   *search for users
   *search for customers   *search for customers
 +
 +==== Users (actions logged when performed in application and via SOAP API) ====
 +  * add new user
 +  * delete user
 +  * import user
 +  * **General**
 +    * change first name
 +    * change last name
 +    * toggle active status
 +    * change email
 +    * change username
 +    * change password (values are not tracked, just the change itself)
 +    * change user type
 +    * toggle administrator status
 +    * change company
 +    * select branding
 +    * change title
 +    * change federation ID
 +    * toggle **Must Change Password At Next Login**
 +    * toggle **Password Locked**
 +    * change expiration date
 +  * **Address**
 +    * change address 1
 +    * change address 2
 +    * change city
 +    * change province
 +    * change ZIP code
 +    * select country
 +    * select state
 +    * change phone
 +    * change fax
 +    * change territory
 +    * change ID code
 +  * **Date and Number Settings**
 +    * select date format
 +    * select date separator
 +    * select number format
 +    * select user time zone
 +    * select unit of measurement
 +  * **Additional Settings**
 +    * select option in **Show Quotes Within**
 +    * select default market
 +    * select default pricebook
 +    * select default dictionary
 +    * select approval parent
 +    * select managing parent
 +    * select ordering parent
 +  * **Custom Fields**
 +    * change date field
 +    * change attribute custom field
 +    * change free input custom field
 +    * change long text custom field
 +
 +==== User Types ====
 +
 +  * change group name
 +  * change user type system ID
 +  * change description
 +  * change start page
 +  * toggle **Display tree navigation**
 +  * toggle **Show fields in a Quote Search/Filter**
 +  * toggle **When creating new quote, require customer to be selected first**
 +  * select start category
 +  * select default category view
 +  * select not visible views
 +  * change **Visual styles (Shopping cart / Quotes)**
 +  * change **Visual Style (My Quotes)**
 +  * change **Visual Style (Checkout)**
 +  * change **Visual Style (Waiting For Approval)**
 +  * change **Visual Style (Place Order)**
 +  * change **Visual Style (Other Quotes)**
 +  * change **Visual Style (Preview)**
 +  * add new custom template
 +  * delete custom template
 +
 +==== User Import ====
 +
 +  * import (all fields in the excel file are logged)
 +
 +==== Bulk Import/Export ====
 +  * **Users**
 +    * import (all fields in the excel file are logged)
 +
 +Furthermore, the system tracks the actions that users perform in the **User Menu > Manage Users** and displays them in the **Admin Action Audit Trail**.
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