View settings activity

Track information events associated with your organization’s settings. Audit a history of administrative updates made on your organization, including changes to users and permissions, workflows and integrations, customization options, and more.

What is tracked on settings activity?

The organization Activity page shows a history of updates to configuration settings for the selected organization, such as activity related to:

• Organization settings, including management of business units, authentication configuration, email notifications, and general settings for documents
• Management of groups and group membership, users and invitations, permissions and roles
• Inventory record settings, including management of inventory record types and record fields
• Artifact settings, including management of artifact types, severities, and fields
• Document settings, including management of document types, templates, and library blocks
• Governance settings, including management of regulations or polices and related assessments, as well as risk areas and validation guidelines
• Workflow settings, including workflow creations, publications, and deletions
• Integration settings, including integration setup and secret management
• Webhook settings, including webhook secret management

Prerequisites

• You are logged in to ValidMind.
• You are a Customer Admin or assigned another role with sufficient permissions to view organization settings activity.¹

¹ Manage permissions

View settings activity

To review settings activity for your organization:

1. In the left sidebar, click Activity.

2. Select the Settings Activity tab.

   Filter settings activity by category

   To narrow down settings activity by category:

   1. Click Filter to open the filter popover.

   2. Select the Event Types you want to filter by from the drop-down menu:

      • Artifacts to view activity related to creation of, updates to, and deletions of artifact types,² severities,³ and fields.⁴
      • Business Units to view activity related to business unit creation, updates, and deletions.⁵
      • Documents to view activity related to creation of, updates to, and deletions of document types,⁶ templates,⁷ and library blocks.⁸
      • Governance to view activity related to creation of, updates to, and deletions of regulations or policies,⁹ as well as risk areas and validation guidelines.¹⁰
      • Groups to view activity related to group creation, updates, deletions, and group membership changes.¹¹
      • Integration Connections to view activity related to integration connection creation, update, and removal.¹²
      • Integration Secrets to view activity related to integration secret creation, revocation, and deletion.
      • Inventory Records to view activity related to inventory record type¹³ or record field¹⁴ creation, updates, and deletions.
      • Organization Settings to view activity related to authentication configuration, email notifications,¹⁵ and general settings for documents.¹⁶
      • Permissions to view activity related to permission changes on roles.¹⁷
      • Roles to view activity related to role creation, updates, deletions, and user role assignments.¹⁸
      • Users to view activity related to user information updates and user invitations.¹⁹
      • Webhook Secrets to view activity related to webhook secret creation, revocation, and deletion.²⁰
      • Workflows to view activity related to workflow creation, publications, and deletions.²¹

   View more details about specific activity

   Click View Details to reveal more details about the activity when the option is available on an entry.

² Manage artifact types

³ Manage artifact severities

⁴ Manage artifact fields

⁵ Set up your organization

⁶ Manage document types

⁷ Manage document templates

⁸ Manage text block library

⁹ Customize ValidMind Document Checker

¹⁰ Manage validation guidelines

¹¹ Manage groups

¹² Managing integrations

¹³ Manage inventory record types

¹⁴ Manage inventory fields

¹⁵ Manage platform notifications

¹⁶ Managing documents

¹⁷ Manage permissions

¹⁸ Manage roles

¹⁹ Manage users

²⁰ Manage secrets

²¹ Setting up workflows