Auditable users and invites

Auditable users, roles, and invitation history

Every person who can open a sale, approve a threshold, or export sensitive material should be identifiable and accountable. Platform is where you govern who has access, how they were invited, and what changed over time.

User management is not separate from compliance; it is part of the audit story. When a supervisor asks who could approve EDD last quarter, the invitation history, role assignments, and account audit trail should answer without a manual reconstruction.

Invitations with explicit roles

Invitations with explicit roles

Invite colleagues by email with a role chosen at send time. Resend when needed, track who accepted and when, and disable access when someone leaves without losing the history of what they did while active.

  • Named roles on every invitation
  • Acceptance dates and invitation status visible to administrators
  • Offboarding preserves audit history on past sales
Account and staff audit trail

Account and staff audit trail

User profiles carry an audit trail of account actions, including role changes, enablement, and other staff events, so governance questions about access at a point in time are answered from the system.

That trail complements sale-level audit logs in ProofMarked: Platform explains who could act; ProofMarked shows what they did on each purchase.

  • Role and permission changes logged with timestamps
  • Staff events visible to administrators and MLRO reviewers
  • Connects to training records for the same person
Team view and training alignment

Team view and training alignment

Administrators can review team members alongside their training posture, including who completed which competencies, when refresh is due, and whether external evidence is registered.

Roles and training together determine who is eligible for stage gates and sale approvals.

  • Team roster with role and training status
  • Assign competencies when someone joins or after policy change
  • Links to sale-level staff associations and gate rules

Training & records , how competencies snapshot onto sales.

How competencies attach to people and sales.

Training & records