Audit

Most actions a user takes on the Moxo platform can be tracked in the audit module. These actions include messages, actions, meetings, and more granular information such as active user sessions and logins.

The audit functionality is especially valuable for organizations that have data retention or record keeping requirements.  

The audit log data also includes information about any deletion activity that may have taken place on the platform, such as deleted files or workspaces.  

 

Accessing the Audit Log

The audit module is only available to admin users or internal users who have been given permission to access the audit log. 

1. Click the “Manage” button on the navigation bar of your Moxo portal

2. On the left sidebar of the manage page, click the “Audit” option underneath the shortcuts sections. 

3. Once you click that button you will be taken to the audit page 

 

Using the Audit Log

Once you’re in the audit log there are three types of data that can be searched for: Messages, Meetings and Activity. 

In order to access each data type you will need to select them from the top bar within the audit log section.

 

Messages

Use the messages section to view specific message or to view all messages sent within a specific workspace.

1. Enter a date range to see all message activity during that period (up to 30 days). This is required.

2. Search for the user whose messages or workspace you want to view. A list of users will appear in a dropdown menu.

3. You have the option to sort by the type of workspace.

4. You also have the option to search for specific keywords. 

5. Once all search parameters are entered, click Search

6. Your search results will list out workspaces. The source column shows the type of workspace, the name of the workspace or participants, and if it was a flow workspace - the template that is being used. 

7. By clicking on a search result, you will have full visibility into that workspace. You will be able to see all messages sent. If it was a workflow, you will be able to see the business actions and any associated files uploaded. 

8. If you’d like to export the workspace, you can click the Export CSV or Export PDF in the bottom left corner of the pop up window. 

 

Meetings

Use the meetings section to look up specific meetings, you can see when a meeting occurred, who the participants were, the meeting duration, as well as a meeting recording (if available).

1. Enter a date range to see all meeting activity during that period (up to 30 days). This is required.

2. You can search for meetings based on the user who started the meeting. 

3. You can also search for a specific meeting topic, or a meeting ID number. 

4. Once all search parameters are entered, click Search

5. The search results will display all of the meetings that have occurred within the search parameters. Information displayed includes the meeting topic, the date, duration, who started the meeting, and any participants. 

6. Click on a specific meeting to view all of the participants as well as a meeting recording if available. 

 

Activity

Use the activities section to search for all non-message or meeting related data or metadata. This includes: audit searches, all business actions, meeting actions, reports generated, changes in user roles, user session data, user management data, and user permissions data. 

1. Enter a date range to see all activity during that period (up to 30 days). This is required.

2.  Enter the name of the user whose data you are searching for. Please note that this is also a required field in this section. 

3.  Select the specific activity type that you are looking for from the list. You can expand the dropdown menu to search for more granular data types. You can select multiple options. 

4. Once all search parameters are entered, click Search

5. The search results with your desired data will appear in the results section. 

6. For some data types, additional information is available. Click the down arrow under the ‘…’ column to view more details.