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Track Changes in Point of Sale CMS with Audit Logs

Track who modified critical configurations in Point of Sale CMS to areas such as app configurations, layouts, and server settings.

Some examples of the resources include:

  • App Configurations
  • Layouts
  • Feeds
  • Field Mappings
  • Notifications
  • Server Settings
  • POS Store Settings
  • Order Number Range Configurations

Accessing & Filtering Audit Logs

  1. Go to Audit Logs.
  2. Under Resource Type, select the type of resource (for example feed).
  3. Under Action, select the action performed on the resource (for example created).
  4. Under User Role, select the CMS role (for example CMS Admin) assigned to the user who performed the action for the specified record in the audit log.
  5. Under IP Address, enter the IP address of the user who performed the action.
  6. Under User ID(s), enter CMS user IDs associated with the actions you want to review. You can input multiple user IDs to filter records for specific individuals or teams.
  7. Configure the Date Range and Time Zone to narrow down the results to a specific time.
Resources Types
Resources Description
App Configuration Actions related to app settings and configurations. For more details, refer to this article.
Associates Actions performed on store associates’ profiles by CMS users, such as updates to roles or personal details. For more details, refer to this article.
CRM Config Changes to CRM-related configurations that impact customer relationship management functionality. For more details, refer to this article.
Copy Tool Actions related to duplicating CMS configurations, layouts, and more between merchant environments and regions/locales. For more details, refer to this article.
Custom Connectors Config Modifications to API connectors managed through CMS. For more details, refer to Point of Sale API, SPI, and Webhook Specs.
Custom Transformation Changes to data transformation rules for feeds and external systems. For more details, refer to this article.
Cycle Count Adjustments and tracking of inventory cycle counts. For more details, refer to this article.
Email template Updates to email layouts used for customer communications. For more details, refer to this article.
ERP Config Changes to Enterprise Resource Planning (ERP) configurations for data integration. For more details, refer to this article.
Export Job Modifications to export job settings for extracting data from CMS. For more details, refer to this article.
Feed Adjustments to data feeds in CMS. For more details, refer to this article.
Field Mapping Updates to mappings between CMS fields and external system fields. For more details, refer to this article.
Gift Card Configurations related to gift card integrations in CMS. For more details, refer to this article.
Inventory Adjustment Changes to inventory adjustments, such as stock corrections. For more details, refer to this article.
Inventory Config Modifications to inventory settings and parameters. For more details, refer to this article.
Inventory Receiving Actions related to receiving inventory into the system. For more details, refer to this article.
Layout Adjustments to layouts in CMS, including UI design and arrangement. For more details, refer to this article.
CMS User (Merchant Account) Actions performed on CMS user accounts, such as role updates or access changes, typically by CMS Admins. For more details, refer to this article.
Order Number Range Updates to the configuration of order number ranges for order tracking. For more details, refer to this article.
Offline Config Changes to offline settings for system functionality without internet connectivity. For more details, refer to this article.
OMS Config Modifications to Order Management System (OMS) configurations. For more details, refer to this article.
Payment Gateway Changes to payment gateway configurations (Adyen, Verifone, and so on) in CMS for handling transactions. For more details, refer to this article.
Promotion Updates to promotional campaigns and rules. For more details, refer to this article.
Promotion Config Adjustments to promotion settings in CMS. For more details, refer to this article.
Return Policy Changes to settings related to returns and exchanges in CMS. For more details, refer to this article.
Search Config Modifications to search configurations, such as indexing or filters. For more details, refer to this article.
Reason Code Updates to predefined codes used for various actions on CMS and POS app. For more details, refer to this article.
Recommendations Config Changes to product recommendation settings. For more details, refer to this article.
Register Adjustments to POS register settings. For more details, refer to this article.
POS Store Settings Modifications to settings specific to POS store operations. For more details, refer to this article.
Store Session Changes to store sessions on the POS app, till operations, and more. For more details, refer to this article.
Tax Exemption Updates to tax exemption configurations. For more details, refer to this article.
Tax Gateway Modifications to tax gateway integrations. For more details, refer to this article.
User Logs CMS login actions by non-Pred

Viewing Updates and Changes

For several key resource types, you can view what changes were made on an Updated action.

  1. Select the vertical three-dot menu for a log entry for an Updated or Deleted action.
  2. Select View Change.

You'll be shown the Previous Version Value and the Updated Version Value. The Previous Version Value is the value before the update occurred. The Updated Version Value is the value after the update occurred.

Restoring Deleted Resources

For app configs, it's possible to restore a configuration from a previous state (Deleted or Updated).

  1. Select the vertical three-dot menu icon for a log entry for an Updated or Deleted action.
  2. Select Restore Resource.

For a resored app config, the settings for active platform will be stripped. Also, the app config token value won't be set.

Exporting Audit Logs

Audit Logs can be exported by configuring an Export Job. With this feature, the job will run according to the schedule defined in the configuration and transfer to your specified destination. You can also select to export the data as a CSV or TSV file. The exported file will contain details including date, user, action, resource, resource name, and resource ID.

  1. Go to Feeds > Export Jobs.
  2. Select +.
  3. Select Audit Log Data Export.

Configure the fields by referring to this article.

Resource-specific Audit Logs

You can view Audit Logs specific to a particular resource, like Field Mappings or App Configs. For resources where this is supported, Audit Logs shows in the top right.