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Home > CRM > Auditing User’s Team membership in CRM

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.
Audit Log-Add User to Team

Audit Log-Add User to Team

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.
Audit Log- Remove User from Team

Audit Log- Remove User from Team

 

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.

🙂

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