Project User Role Audit Report

The Project User Role Audit Report shows the history of user role changes on a project during a selected date range. When filtering to a specific date range, the report tells you who held roles during that time period and what roles changed.

The following users can access this report:

All Enterprise Administrators
All Local Administrators
Regular Users assigned to a project.
Notes:
- Title Companies and Owners can also generate this report. Contact your Textura representative for more information.
- Available for all user types with a role on the project.

Format

Sort Order

Project Name
Last Name
First Name
Date (ascending within the same user)

Filter

Field Name	Available Selection
Roles During Date Range	Date range filter - From Date and To Date

Report Output

Segment ID
Project Number
Project Name
Date
First Name
Last Name
Inactive
Project Manager
Compliance Manager
Parallel Signatory Approver
Serial Signatory Approver
Invoice Approver
Authorizer
Authorizer payments on all projects
Signer
Owner Funding Manager
Disburser
Disburse Enterprise Wide Funds
User Who Made Change
Project Manager Updated
Compliance Manager Updated
Parallel Signatory Approver Updated
Serial Signatory Approver Updated
Invoice Approver Updated
Authorizer Updated
Authorize payments on all projects Updated
Signer Updated
Owner Funding Manager Updated
Disburser Updated
Disburse Enterprise Wide Funds Updated

How Records Appear on the Report

A record appears only when a user is added to or removed from a project, or when the user has a role on the project. Actions such as toggling Show All Users or adding a user to a project without assigning a role do not create a report record.
If a user existed before the selected date range, the report includes a baseline record that shows the user’s roles at the beginning of the date range. The baseline record has a time of 00:00:00.
Subsequent records show changes to the user’s roles within the selected date range. A row can contain multiple role changes because a row is created when the user’s roles are updated and saved.
When a role is enabled, the applicable role column shows Y. When a role is disabled, the applicable role column shows N. The corresponding role update columns show Y to indicate that the role changed on that record.
If a user is deactivated, all data columns are empty and the Inactive column shows Y. If a user is activated, the report shows the roles assigned to the user at the time of activation.
Conditional role, group, and level details are not available in this report. A record appears when the user has an approval role; however, details such as serial-approver levels are not included.

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