Viewing User Management History

The History tab in User Management is your full audit log for everything that happens to users, invitations, and access requests in your organization. Every time a user is invited, a role is changed, or an access request is created, approved, or denied, an entry is added here — along with who made the change and when.

It's the first place to look when you need to answer questions like "Who approved this user?", "When did Jane's role change?", or "Did anyone act on yesterday's access request?"

🔐 Who can view this? History is intended for organization-level oversight and is most useful for Account Owners and Billing Managers. Standard Users typically don't need access to this view.

🧭 Getting to History

Step 1: Click the Settings ⚙️ icon in the bottom-left corner.

Step 2: You'll land on the Users area by default.

Step 3: From the top tab bar, click History.

You'll see a header that reads User Management History, followed by the subtitle "View all user, invitation, and access request activities."

📋 What You'll See in Each Row

Every entry in the History table includes:

Actor — the user who performed the action (with avatar and name)
Action — the specific event that occurred (for example, AccessRequest Created or AccessRequest Updated )
Context — a clickable link that takes you to the related area of User Management (e.g., the relevant Access Request or user record)
Details — a plain-language description of what happened, often with clickable email links to the affected user (e.g., "Approved access request for Sean Harvey (sean@brokerbuddha.com) for CustomerUser role")
Date — the exact date and time the action occurred, in your local timezone (e.g., "Mar 4, 2026, 2:50 PM EST")

📑 Common Action Types

History captures a broad range of administrative activity. The most common entries you'll see include:

Access Request activity — when someone requests to join your organization (AccessRequest Created ) and when an admin approves or updates that request (AccessRequest Updated )
User invitations — when a new user is invited via Manage Users & Products
Role changes — when a user is promoted or demoted between User, Billing Manager, and Account Owner
Account changes — when a user account is disabled or re-enabled

💡 If your organization is new, you may only see Access Request entries at first. As you invite users, change roles, or disable accounts, those events will start appearing here automatically.

🔗 Using the Context Link

The Context column doesn't just describe the entry — it's a deep link. Clicking it jumps you directly to the related area of User Management (for example, the Users tab or the Access Requests tab) so you can take action or see the current state of that record without having to search for it.

Entries are listed with the most recent action at the top.

At the bottom of the table you'll find:

Rows per page — change how many entries are displayed at once (defaults to 25)
Page navigation — first / previous / next / last page arrows, with a "Page X of Y" indicator

🔍 Common Things to Look For

History is most useful when you want to:

Confirm who approved or denied an access request and when
Investigate a role change — see who promoted or demoted a user
Audit invitations to verify that a new user was actually invited (and by whom)
Reconstruct a timeline during a security or compliance review
Verify that a disable or re-enable action was actually performed

💡 Best Practices

Pair History with Session History. History tells you what was changed about a user; Session History tells you when they signed in or out. Together they give you a full picture.
Click into the Context link rather than navigating manually — it's faster and less error-prone.
Review periodically, especially after onboarding or offboarding cycles, to make sure no unintended changes slipped through.
Check History before disabling or re-enabling a user to confirm the most recent admin actions on that account.