Logs
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Matt Miranda
We should be able to know if anyone changes any store settings. We have a log for deleted customers, but cant track if changes were made to teams or other things.
Shelby Parker
Hey Matt Miranda, thanks for your feedback! I have a few more questions for you:
- What specific types of changes to store settings would you like to be logged?
- How frequently do you anticipate needing to review these logs?
- Who in your organization should have access to view these logs?
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Matt Miranda
Shelby Parker Hello!
- I think majority of settings within Store Settings. If someone changes a distributions, mentioning, deal doc, or user settings.
- I don't think we would review them necessarily, maybe once a month or couple times a year. But it would be nice to have them available by request.
EX: Some manager keeps deleting teams out of the Toyota Store. Whether its intentional or not, I'd like to know who it is so I can do some coaching because a some managers clearly does not know how the settings work.
- Only the "super admins" or "professional users" or whatever we call them, I always forget the name. But only the top top managers.
I'm sure some of my problem would be fixed if I dialed in permissions a bit more, but most of the Store Settings are grouped. So if I want a managers to be able to turn someone off leads, he is also able to change mentioning or deal docs.
Hope this helps, happy to explain more if needed.
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Matt Miranda
Shelby Parker Also track who has completed which DriveUniversity courses