Admins can see what happens with the firm's data in Settings › Activity.
What's recorded
- Data access: each dashboard a person opens (repeat views within 15 minutes count once), every question asked to Ask Dashmor, and every scheduled report or alert that's emailed.
- Sign-ins: sign-ins, password changes and resets, and any time the Dashmor support team opens your firm to help you.
- Changes: connections, syncs, dashboards, people, roles and access settings.
Find something
- Open Settings and scroll to Activity.
- Choose Data access, Sign-ins, Changes or Everything.
- Pick a person to see only their activity, and a period from today to the last 90 days.
Only admins and owners see Activity. People see only data their ERP access allows, so the log shows what they could see, not more.