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View the Change History of a Permission Template

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Objective

To view the change history of a permission template in the Permissions tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' level permissions on the Permissions tool. 

Steps

  1. Navigate to the Permissions tool.
  2. Select the 'Company Permissions Templates' tab to view the change history for a Company level permission template, 
    OR
    Select the 'Project Permissions Templates' tab to view the change history for a Project level permission template.
  3. Locate the permission template you want to view the change history for.
  4. Click the Actions menu next to the desired template. 
  5. Select Change History from the menu.  
    • Date. The date and time the change was made. 
    • Action By. The user who performed the change. 
    • Changed. Details what changed.
    • From. The permission level or granular permission configuration prior to the change. 
    • To. The updated permission level or granular permission configuration as a result of the change.
       
 Note
  • Adjusting certain permissions can impact others. For example, providing a user with 'Admin' level permissions to the Company level Directory tool automatically assigns them 'Admin' level permissions to all company tools.  
  • You might see some rows of permissions appear in the change history with a blank value in the 'From' field. If the 'From' field is blank, a change was NOT made to that particular permission or granular permission. It is possible that a change was made to a related permission, which caused related permissions to be logged in the change history with no evidence of change.