Sales Hub Tools

LLynch3
Mitglied

Tracking users non-sales activity actions

lösung

We've just let a contractor go. There was a lag between their termination and deactivating them in Hubspot. We can see that there was no sales-related activity after he was terminated, but we can also see that he logged into Hubspot several hours after being terminated. Is there any way to see what he did other than a logged sales activity? I'm wondering especially about downloading information, running reports, or deleting records.

 

Thanks!

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1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Tracking users non-sales activity actions

lösung

Hi @LLynch3,

 

HubSpot has just introduced more robust features for this! Here's the product announcement from yesterday:


What is it?

Super Admins can now view their account's security activity history through an in-app audit log.

 

Why does it matter?

Super Admins can now view an audit log of security-related actions that users have taken in the account, such as:

  • adding, removing, requiring, or removing the requirement for single sign-on (SSO)
  • exporting contacts
  • adding or removing users
  • deactivating or reactivating users
  • viewing, creating, or deactivating an API key
  • turning email tracking and attachment logging settings on or off
  • adding or removing email recipients from the Never Log list
  • performing a GDPR delete of a contact
  • installing integrations
  • sending manual registration emails or password reset emails
  • creating a payment account and updating information, account changes, or sending payment onboarding links
  • creating, syncing, or deleting sandboxes

Previously this information was an export-only feature which meant downloading a new .CSV file every time a super admin needed to review up-to-date data.

 

How does it work?

To view the log of security activity history:

  • In your HubSpot account, click the Settings icon in the main navigation bar
  • In the left sidebar menu, navigate to Account Defaults
  • Click the Security tab
  • In the Activity logs section, click View security activity history

Who gets it?

Available across all product tiers and plans.


Best regards!

 

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Antworten
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Tracking users non-sales activity actions

lösung

Hi @LLynch3,

 

HubSpot has just introduced more robust features for this! Here's the product announcement from yesterday:


What is it?

Super Admins can now view their account's security activity history through an in-app audit log.

 

Why does it matter?

Super Admins can now view an audit log of security-related actions that users have taken in the account, such as:

  • adding, removing, requiring, or removing the requirement for single sign-on (SSO)
  • exporting contacts
  • adding or removing users
  • deactivating or reactivating users
  • viewing, creating, or deactivating an API key
  • turning email tracking and attachment logging settings on or off
  • adding or removing email recipients from the Never Log list
  • performing a GDPR delete of a contact
  • installing integrations
  • sending manual registration emails or password reset emails
  • creating a payment account and updating information, account changes, or sending payment onboarding links
  • creating, syncing, or deleting sandboxes

Previously this information was an export-only feature which meant downloading a new .CSV file every time a super admin needed to review up-to-date data.

 

How does it work?

To view the log of security activity history:

  • In your HubSpot account, click the Settings icon in the main navigation bar
  • In the left sidebar menu, navigate to Account Defaults
  • Click the Security tab
  • In the Activity logs section, click View security activity history

Who gets it?

Available across all product tiers and plans.


Best regards!

 

 

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

LLynch3
Mitglied

Tracking users non-sales activity actions

lösung

Thank you for your help, Karsten. The timing is perfect--and good to know he did not download any contact names on his way out the door.