Use the users table and activity log to review access, investigate user-management changes, and support internal audits.

Use cases

• Export a list of users and their access.
• Review changes made to a user account.
• Confirm when an invitation was sent or a user’s access changed.

Export the User List

1. Log in to the TabaPay Portal
2. On the left panel under My Organization, select Users.
3. Apply any search, filter, or sort options you want reflected in the export.

Note: Seat-Limited Features have permissions available to a limited number of users. For example, the Insights Hub Dashboard has a limited number of seats that can be assigned to users.

The export may include user names, email addresses, roles, permissions, status, and last-login information when those fields are available in the table.

View a User’s Activity

1. Open the Users page, as shown in the previous Export the User List section.

1. Select a user row, or open the row’s Actions menu and select View User Details.
2. Select Activity Log.

Download a User’s Activity Log

1. Open the user’s Activity Log.
2. Select the activity log options menu.
3. Select Download Activity Log.

The activity log downloads as a CSV file. The file includes the activity fields shown in the activity log.

Audit Guidance

Review the following regularly:

• Active users who no longer need access.
• Users with permissions beyond their current job responsibilities
• Users with access to sensitive data.
• Invitations that are expired or remain unused.
• Changes to roles, permissions, MFA settings, and user status