The audit log is a record of the changes people make in your PocketPass account: who did it, what they changed, when, and from where. Use it to answer "who changed this?", to review what a teammate has done, or for your own compliance records.
Find it at Settings → Audit log.
Who can see it
You need the View the audit log permission. Owners and admins have it. You can add it to a custom role, for example for a bookkeeper.
What's recorded
- Team and security: invites, role and permission changes, owners added or removed, custom roles, two-factor turned on, off or reset, the team two-factor requirement, password changes.
- Sign-ins: each sign-in and sign-out, wrong passwords, wrong two-factor codes, and password reset requests.
- Settings: merchant, email, pass issuance, house-account, credit, statement, loyalty and referral settings, with what changed.
- Customers and balances: customers added, edited, archived or tagged, passes sent, balance adjustments, credit and limits.
- Shared and prize accounts: accounts created, members and limits, closing accounts, payouts and contributions.
- Integrations and API: connections, API keys and webhooks.
- Marketing and branding: push campaigns sent, segments, automations, geofenced locations, pass design, email content and the customer portal.
- Imports and exports: customer imports, CSV imports, and customer, pass, report and audit-log exports.
- Point of sale: the exceptions at the till: refunds to an account, reversed account payments, cards registered on file, discounts, prize contributions and payouts.
- Customer portal: golfers changing things the club cares about: a primary account holder adding or removing members or changing their limits, golfers saving or removing a card or changing autopay, and golfers sending money to each other.
- PocketPass support: every time our support team opens or leaves your account, and any account change they make for you.
Changes made by PocketPass support while helping you are marked Staff. Changes made through the API are shown as API, from the till as POS, and by golfers in the portal as Customer.
The log starts from when it was switched on, so changes made before then aren't in it.
Finding something
Filter by:
- Search: a customer's or teammate's name, an email address or an ID. Teammates show by name once they have one (see Team members and roles).
- Action: one kind of change, or a whole group such as "All team & security".
- Who: one teammate, PocketPass support staff, the API, the till, or golfers.
- From and To: dates in your club's timezone.
Click any row to see the details: who, when, the IP address and device, and a before and after table of exactly what changed.
Exporting
Click Export CSV to download the log with your current filters, for your records or an auditor. Exports are recorded in the log too.
What isn't in the log
- Secrets such as API keys, webhook secrets and passwords are never written to the log.
- Routine sales at the till (charges to an account, top-ups, check-ins) and golfers' own payments aren't logged here: they're in each customer's timeline and the house-account reports.