Check who did what in the audit log
The audit log under Reports → Audit Log lists recorded actions in your organization, newest first, 25 per page, with the action, details, who did it, the source and the time. Filter by action, participant name and date range; admins can export it as CSV. It records participant adds, imports, invitations, status and plan changes, declines, deletions, exports, settings and team changes. Admins and viewers can both see it.
FirstSourceTeam keeps an audit log of actions taken in your employer portal, by participants through their decline link, and by its participant platform, and your HR team can read it directly under Reports → Audit Log. Entries are listed newest first, 25 to a page, and both admins and viewers can see them.
Open the audit log
- Go to Reports → Audit Log.
- Use Previous and Next at the bottom to move between pages. The page counter shows
Page N of Mand the number of matching entries.
Filter the log
Above the list:
| Filter | What it does |
|---|---|
| Action | Show one kind of action, for example Status changed or Data exported |
| Participant | Show entries about participants whose name contains what you type. "Jane Smith" matches first and last name together |
| From, To | Show entries from the start of From to the end of To, both days included. Days run midnight to midnight UTC |
Filters apply as you type. Clear filters removes them all.
What each entry shows
| Column | Contents |
|---|---|
| Action | What happened (see the table below) |
| Details | For an action on one participant, their name as a link to their page. Then what changed: for a status change, the old and new status; for other changes, each field as old → new. Then the note, if there is one. On a phone the details appear under the action |
| Actor | The name of the person who did it, or Participant (decline link), or Client Portal for the participant platform |
| Source | How it happened: manual (someone in the portal), bulk_import (a file upload), api (the participant's decline link or the participant platform) or system |
| Time | Date and time, for example Oct 27, 2026 at 2:15 PM |
Actions that are recorded
| Action shown | Recorded when | Extra detail stored |
|---|---|---|
| Participant added | An admin adds one participant | Plan, launch group, whether they have an email |
| File upload | An admin imports a file | File name, rows sent, added and skipped, default plan, start date, launch group |
| Invitations sent | An admin sends invitations | Numbers sent, failed and skipped |
| Status changed | An admin changes a participant's status | Old and new status, and the note |
| Program tier changed | An admin changes the plan for one participant or a selection | Old and new plan, and the recalculated service end date (for a selection, the new plan and who was changed) |
| Participant updated | An admin changes a participant's service start date, job title, level or launch group | Old and new values |
| Participant declined services | A participant declines with their link | Old status, whether a reason was given, the refund amount and fee |
| Refund issued / Refund failed | An automatic refund after a decline succeeds or fails | Refund amount and fee |
| Participant removed | An admin deletes a participant | Who deleted them |
| Data exported | An admin exports the participant list, the audit log or the status history | Which export, how many rows, whether the limit was reached and, for the audit log, the filters |
| Organization settings updated | An admin changes program defaults | Old and new values |
| Team member invited | An admin invites a teammate | The invited email address and role |
| Team invitation resent | An admin resends a pending or expired invitation | The email address, role, old and new expiry |
| Team invitation revoked | An admin revokes an invitation | The email address and role |
| Team invitation accepted | A teammate accepts an invitation (recorded under their name) | The email address and role |
| Team role changed | An admin changes a teammate's role | The old and new role |
| Team member removed | An admin removes a teammate | Which member, their email and role, and which of their pending invitations were revoked |
| Status update from FirstSourceTeam | FirstSourceTeam's participant platform reports activity for a participant | The type of event |
Any other action is shown with a plain-language label built from its category, for example "Billing: …".
Entries can't be edited or deleted from the portal. When a participant is deleted, their audit entries stay in the log, without the link to the participant.
A participant's own history
Each participant's page has an Activity section: their status changes, invitation and decline, with notes, dates and who recorded them. That's the participant's history, not the organization-wide log. See Participant details.
Exporting
Admins can select Export audit log at the top of the page to download the entries that match the current filters as CSV (up to 10,000 rows, newest first). The export itself is recorded in the log as Data exported. A separate Export status history on Reports → Overview downloads the participants' status history. See Exports.
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