User History Actions
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User History Actions

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Article Summary

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 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.updateA user enrolled or logged in for the first time

enroll_verify.create

Created user enrollment verification

external_account.destroy

User deleted an external account

external_accounts.create

User created a new external account to their account

external_accounts_verify_instant.create

User added an external account using instant 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.sentGenerated when a push notification is sent to a user when a staff member attempts offline verification
organizationusers.createA 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.createHolds 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; {device_type} can be emaildevice (web-only email address on file) totpdevice (time-based one-time password app, such as Google Authenticator), twiliosmsdevice (mobile or landline phone), or staticdevice (backup codes)

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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