Table of Contents

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  1. Preface
  2. Document Processing
  3. Operation Console
  4. Partners and Profiles
  5. On-Boarding Checklists
  6. Managed File Transfer Web Users
  7. Managed File Transfer Connections
  8. Endpoints
  9. Events
  10. Event Monitors
  11. Reconciliations
  12. Event Resubmission
  13. Audit and Authorization
  14. Advanced Exception Handling
  15. Dashboard and Reports
  16. Service Level Agreement Management
  17. Glossary

Audit and Authorization Overview

Audit
and Authorization
Overview

When operators perform certain actions within the Operation Console, the organization may need to track
or authorize
these operator actions to accommodate business or legal needs.
B2B Data Exchange
creates an audit trail to track actions that operators perform on objects in the Operation Console or the command line utilities, such as creating or editing
a partner or an account
. Operators with audit trail viewing privileges can view the audit records that correspond to the actions in the Operation Console and monitor object changes or troubleshoot issues with the objects on which the operators performed the actions.
Specific objects or specific actions that operators perform in the Operation Console may directly impact the business flow in the organization, and therefore may require approval before B2B Data Exchange completes the action. Similarly, when Portal users change message profile or endpoint settings in the Partners Portal, these changes require approval.
In such cases, operators with authorization privileges can review and approve or reject the actions. For example, operators that are responsible for specific partners might need to approve edits to the partners that other operators in the team perform, or updates made in the Partners Portal. Actions that B2B Data Exchange receives from the command line utilities or an API do not require approval.

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