User History Actions
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User History Actions
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This table contains the possible Actions that may appear in the History section of the user's profile. To view Account History, from the Admin Platform, select Manage Users from the top navigation bar. Select a specific user from the list and then scroll down to the History section. These actions can be used as webhook events. For more information, go to Webhooks.
| Action (in resource.action syntax) | Definition |
|---|---|
accept_terms.create | User accepted terms of service |
accountapplication.create | A new account application is created |
accountapplication.update | A change has been made to an application |
accountbalances.update | Account balance of an account is updated |
accountbalance.update | Account balance of an account is updated |
account.destroy | Account removed from user |
accounts.create | Account added for user |
account_stop.create | Stop payment created |
account.update | Account information updated |
accountverify.create | Verification of external account via microdeposit created |
accountverifyinstant.create | Account verified using instant account verification (MX) |
ach.review | ACH transaction moved to review state |
address.update | User’s address was updated |
appauthorize.create | NAF app credentials added for user |
appauthorize.update | NAF app credentials updated for user |
applicant.create | A new applicant is created |
applicant.update | An applicant's information has been updated |
application.change_state | Account application state changed by a staff member (for example, force-pushing to "Rejected") |
backoffice_ach_transaction.destroy | User’s ACH transaction canceled by a staff member |
backoffice_ach_transaction.update | User’s ACH transaction updated/processed by a staff member |
backoffice_workflow_rule.create | New risk rule created |
backoffice_workflow_rules.create | New risk rule created |
| backupcodes.generate | Backup codes generated by a user |
billpay_credential.create | New bill pay credential created by a staff member |
billpay_credential.update | Bill pay credential updated by a staff member |
billshark.create | Billshark integration set up for user |
billsharkuser.create | Billshark integration set up for user |
deposit.create | Remote deposit capture (RDC) deposit created by user |
deposits.create | Remote deposit capture (RDC) deposit created by user |
deposits.update | Remote deposit capture (RDC) deposit updated by user |
| enroll_user.update | A user enrolled or logged in for the first time |
enroll_verify.create | Created user enrollment verification |
| estatements.create | User enrolled in estatements (paperless statements) |
| estatements.destroy | User un-enrolled in estatements (paperless statements) |
external_account.destroy | User deleted an external account |
external_accounts.create | User manually added an external account to their account |
external_accounts_verify_instant.create | User added an external account using instant account verification |
external_account.update | External account information is updated |
external_account.verify | User verified external account using microdeposit verification |
external_account_verify.create | User verified external account using microdeposit verification |
insurance_policy.create | Created Lemonade policy |
insurance_quote.create | Created Lemonade quote |
limits.update | User ACH or Remote deposit capture (RDC) limits were updated |
m2ms.create | Created a member to member transfer through the mobile application |
message.create | Secure message sent by a Digital Banking user |
message.delete | Secure message deleted by staff member |
messages.create | Secure message sent by a staff member |
| offline_verification_push_notification.sent | Generated when a push notification is sent to a user when a staff member attempts offline verification |
| organizationusers.create | A new sub-business user was added to a business |
password_reset_confirm.create | Generated when a password reset request is sent |
payee.create | User created a payee |
payee.delete | User deleted one of their payees |
payees.update | Updated billpay payee |
payee.update | Updated billpay payee |
payment.create | Created a billpay payment |
payment.delete | Canceled a billpay payment |
payments.update | Updated a billpay payment |
phone.update | User updated their phone number |
referralcodes.update | User profile’s referral code is updated |
| rdc.holds.create | Holds created as a result of remote deposit capture (RDC) |
saved_search.alert | User transaction alert sent |
saved_search.destroy | User transaction alert rule deleted |
saved_searches.create | User transaction alert rule created |
savedsearches.create | User transaction alert rule created |
scheduledtransfer.create | Created a scheduled transfer (either recurring or one time) through the mobile application |
scheduledtransfer.destroy | Deleted a scheduled transfer (either recurring or one time) through the mobile application |
security_devices.create | Generated when a user adds a new multi-factor authentication device |
security_devices.destroy | Generated when a user deletes a multi-factor authentication device |
session.create | New user session created |
thread.create | New secure message thread created by Digital Banking user |
thread.destroy | Secure message thread deleted |
threads.create | New secure message thread created by a staff member |
tokens.create | Login token for mobile app created |
tokens.destroy | Login token for mobile app deleted/expired |
transaction.update | Transaction updated by user |
transfer.create | Called when transfers.create is called and the scheduled transfer is for the current day |
transfer.destroy | Deleted a scheduled transfer (either recurring or one time) through a web browser, not the mobile application |
transfer.error | An error occurred during a transfer |
transfer.process | Scheduled transfer was processed |
transfers.create | Called when any transfer is being scheduled either recurring or one time on any type of device or mobile application |
transfer.update | Transfer updated by user |
user.create | A user is created |
user.email_confirm | User email verification completed |
user_email.create | User email entry was created |
user.email_update | User updated email |
user.emulate | Staff member emulated a user |
user.enroll | User enrollment completed |
user.lock | Generated when the user is locked out of Digital Banking by a risk rule or if a staff member manually locks the user (mobile and web). If Actor column displays the user, they triggered a risk rule. If the Actor column displays a staff user, the user was locked manually by staff. |
user.unlock | User account is manually unlocked by a staff member (mobile and web) |
user.login | Generated when a user logs in via web (not mobile) |
user.login_failed | User failed login via web or mobile with incorrect password; generated when an incorrect password is entered for a username |
user.login_with_password | Generated when a user successfully authenticates with their password via mobile |
user.password_change | A user changed their password from Digital Banking |
user.refresh_token | Mobile application authentication token refreshed |
user.remember_device | Generated when a user verifies 2FA and selects "Remember this device" via web |
user.request_email_update | Generated when a user resets their email. |
user.request_password_reset | Generated when a user or staff member requests a password reset |
| user.reset_password | Generated when a user changes their password via self-service or when they follow through on a Reset Password email request. |
users.create | A user is created |
user.verify | Generated when a user verifies their account (for example, after logging in on an unknown device) |
user.verify_{device_type} | Generated when a 2FA device is successfully verified via web or mobile; |
user.verify_with_existing_refresh_token | Generated when a user authenticates with an existing, non-expired refresh token via mobile |
verify.create | Create user verification |
wire.review | Wire moved to review |
wires.create | User initiated a wire transfer |
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