Auditing User’s Team membership in CRM
Recently we got a requirement to track Team membership of a User (i.e., Log when a User gets Add/Remove from a Team).
We checked whether the OOB Audit feature would fulfill this requirement.
Audit feature does logs an entry every time we add/remove a User from Team but as separate events.
Add User to a Team – Audit
- An entry with Event name ‘Associate Entities’ gets created in Audit History
- On double click on the entry you get below window with details of Team that User added to.
Remove User from a Team – Audit
- An entry with Event name ‘Disassociate Entities’ gets created in Audit History
- On double click on the entry you get below window with details of Team that User removed from.
More Info
- Audit feature provide details of User’s Team membership, but not in a detailed manner.
- Also ‘Associate Entities & Disassociate Entities‘ event’s will get logged in ‘Audit History’ every time you perform Associate\Disassociate operations with your N:N related entities.
- If the details provided in Audit does not give you more details, You can go for a Plugin to log more details when User gets Add/Remove from a Team.
🙂
Categories: CRM
Associate, Audit, CRM, Disassociate, Team Membership
Hi, we want to monitor adding and removing member from queues. I see the Disassociated event but not the Associate one. Is there any way to add/configure this?
Thanks,