Learn how to use the Audit Trail feature in Clinked
The Audit Trail feature in Clinked allows super admins to track all platform activities, including logins, logouts, document viewing, deleting, updating, and permission changes. Activities can be filtered by group, person, or event, and analyzed within specific date ranges, providing comprehensive visibility and accountability. This feature ensures full oversight, making it easier to monitor actions such as document uploads, edits, and permission changes.
This article will include:
- The key features of Audit Trail
- How to access the Audit Trail
- How to show results, save the results as CSV file & export all the results
What are the key features of Audit Trail?
With Audit Trail, administrators gain detailed insights into user activity and can utilize the following powerful features:
Track All Activities: Includes logins, logouts, document views, edits, deletions, and more.
Comprehensive Filters: Group-based, person-based, and event-based logs within custom date ranges.
Enhanced Security and Transparency: Provides complete history with timestamps for each event.
Real-Time Monitoring: View live updates as events occur on the platform.
Exportable Reports: Export activity logs for offline analysis or compliance purposes.
Detailed Change Logs: See a complete record of permission changes, file access, and edits.
How can I access the Audit Trail?
Only super admins have access to the Audit Trail functionality within the portal. To view it:
- Log in as a super admin.
- Navigate to the account menu from the left side of the page.
- Select the Audit Trail option from the menu.
- Use filters to search for specific events based on dates, users, or actions.
How to show results, save the results as CSV file & export all the results
In the Audit Trail, you have three options to filter logs. The first option is filtering by date range. The Date Range filter allows you to view logs within a specific time frame, helping you track activities over a selected period.
Please note that you cannot export data beyond three months at a time. You will need to split the monthly logs into multiple audit trail files. If you require a single file export for a period longer than three months, please contact us at support@clinked.com.
The Events filter allows you to select specific activities you want to track within a chosen time frame.
The Groups filter allows you to narrow down activity logs based on specific groups within your Clinked portal.
The Users filter allows you to track activities performed by specific individuals within your Clinked portal. This helps administrators monitor user actions such as logins, document access, and changes made by a particular person.
After selecting the desired filter, click on "Show Results" to generate a list of activities that match your chosen criteria.
Once the list is generated based on your selected filters, you can view detailed information about each log entry.
You can click on "Save as CSV" to download the filtered results as a CSV file to your computer. Alternatively, click the downward arrow to access the "Export All Results" option, allowing you to export the entire dataset.
If you need extra help with audit trail and such, please do not hesitate to contact us via our email address: support@clinked.com