Admin Dashboard

The Admin Dashboard provides a powerful, centralized view for monitoring all user activities within the system. It serves as a comprehensive audit log, allowing administrators and owners to track actions performed on any record.

Feature Availability

The Admin Dashboard is exclusively available on the Professional and Enterprise tiers for users with Admin or Owner roles.

User Activities Log

The primary feature of the Admin Dashboard is the User Activities log. This detailed table provides a chronological record of all significant actions taken by users across the platform.

The log includes the following columns:

Column	Description
User	The name of the user who performed the action.
Activity	The type of action performed (e.g., Read, Create, Update, Delete).
Record Type	The type of record that was affected (e.g., Company, Lead, Claim).
Record	A link to the specific record that was accessed or modified.
IP Address	The IP address from which the user performed the action.
Date	The exact date and time the activity occurred.

Filtering and Exporting

To help you find specific information quickly, the User Activities log includes robust filtering options and an export feature.

Filtering Activities

You can apply filters to narrow down the activity log based on:

• Users: Select one or more users to see only their activities.
• Record Type: Filter the log to show actions on specific record types, like Claim or Lead.
• Date Range: Use the date picker to view activities within a specific time frame.

After setting your criteria, click the Apply Filters button to update the list.

Export to Excel

For external reporting, auditing, or analysis, you can export the currently filtered view of the activity log to an Excel spreadsheet by clicking the Export to Excel button.