User Activity Configuration

The platform records everything users do in a complete audit trail. This page covers the lists that organise that activity log, including the update reasons staff pick when they make a change. See User Management for how the log is used day to day.

The Activity Log

Every login, record change and bill generation is recorded in the user activity log with a timestamp and details, so you can investigate issues and demonstrate compliance. The two lists below classify those entries. The log is also available through the User Activity Log API.

Activity Types

An activity type categorises what a user did, such as Login, Customer Update, Bill Generation or Payment Received. Types let you filter the log and spot patterns, and they are colour-coded in reports for quick scanning.

Activity Type Name

This section defines the name and display characteristics of the activity type, including the type name, display class for styling, and position for ordering in lists.

Field	Description
Type	Name of the activity type
Type Display Class	CSS class name used for styling this activity type in displays
Type Display Position	Numeric position for ordering this activity type in sorted lists

Activity Classification

This section defines what type of activities this activity type represents, such as creation, modification, approval, or other database operations, along with security and integration settings.

Field	Description
Create Activity	Whether this activity type represents the creation of new records
Modification Activity	Whether this activity type represents the modification of existing records
Drop Activity	Whether this activity type represents the dropping (deactivation) of records
Reinstate Activity	Whether this activity type represents the reinstatement (reactivation) of records
Delete Activity	Whether this activity type represents the permanent deletion of records
Approval Activity	Whether this activity type represents the approval of records or transactions
Unapproval Activity	Whether this activity type represents the removal of approval from records or transactions
Reallocation Activity	Whether this activity type represents the reallocation of resources or assignments
Collection Activity	Whether this activity type represents payment collection activities
Cancellation Activity	Whether this activity type represents the cancellation of services or transactions
DPO Restricted
Security Rate Limited
Queue Webhook	Whether to queue webhook notifications when activities of this type are logged

Display Settings

This section controls how and where this activity type is displayed in the user interface, including display duration, visibility settings, and data retention policies.

Field	Description
Retain For Days
Display For Days	Number of days to display this activity type in recent activity lists
Always Display	Whether to always display this activity type regardless of other display settings
Display on Linked	Whether to display this activity type when showing activities for linked records
Hidden	Whether this activity type is hidden from normal users; only super users can see hidden types

Activity Reasons

An activity reason is a standard explanation staff choose when they make a change, such as “Customer requested change”, “Correcting billing error” or “Account review”. Recording the Update Reason consistently makes patterns clear and shows auditors that changes are properly justified. Set up reasons that match your processes and compliance needs.

Identification

Basic identification information for this activity reason.

No fields defined for this section.

Activity Reason Name

Name and display settings for this activity reason.

Field	Description
Reason	The name of this activity reason
Reason Display Class	CSS class for styling this reason in the interface
Reason Display Position	Display order position for this reason in lists

Activity Reason Availability

Availability settings controlling when this reason can be used.

Field	Description
On	Object types this reason is valid for
On Actions	Specific actions this reason is valid for
For Expert Mode Only	Whether this reason is only available in expert mode

Activity Reason Details

Additional configuration for reason requirements.

Field	Description
Require Reason	Whether additional reason text is required when using this reason
Require Reason (Expert Mode)	Whether additional reason text is required in expert mode
Is Create	Whether this reason is flagged as a create action
Is Modification	Whether this reason is flagged as a modification action
Is Drop	Whether this reason is flagged as a drop action
Is Reinstate	Whether this reason is flagged as a reinstate action
Is Delete	Whether this reason is flagged as a delete action
Is Approval	Whether this reason is flagged as an approval action
Is Unapproval	Whether this reason is flagged as an unapproval action
Is Reallocation	Whether this reason is flagged as a reallocation action
Is Collection	Whether this reason is flagged as a collection action
Is Cancellation	Whether this reason is flagged as a cancellation action
Queue Webhook	Whether using this reason queues the related webhook

User Management: users and the activity monitoring view.
Customer Configuration: the lists that organise customers.

Need a complete, well-organised audit trail for compliance? see how SAFE Billing Platform tracks every change