Using the Audit Log and Advanced Features in Mastt
Use the Mastt Audit Log, snapshots and project settings, manage branding, archive and duplicate projects from the admin page, and set up multi-factor authentication.
This guide covers the tools that help you stay accountable and in control: the Audit Log, snapshots, project settings, and managing your projects and security.
The Audit Log
The Audit Log records who made each change in the system. It gives you accountability and transparency.
Click Audit Log in the sidebar navigation to see changes across your project. You can also open the audit log for a single record:
| Where | How to open its audit log |
|---|---|
| Budgets, Variations and Forecasts | Click the three dots next to the record and select Audit Log |
| Contracts | Open the Contract Overview and use its audit log |
| Variation Overview and Payment Overview | Use the audit log on the overview page |
Search and filter
- Search: enter search terms to find a specific record.
- Record type: filter by Adjustments, Budget, Cash Flow, Contract, Forecast, Payment, Risk or Variation.
- Date range: use a preset or set your own range. The default view shows the most recent month.
Each entry shows what was changed, who changed it, when, and the details of the change. See also How to Use the Audit Log.
Snapshots
A snapshot saves a copy of your project at a point in time. Use snapshots to create period-end reports, compare your project's status over time and keep a historical record.
Take a snapshot
- Click Snapshots in the sidebar navigation.
- Click + Take Snapshot.
- Enter a title, for example Month-end Report.
- Set the Current as of date. This is for reporting only and doesn't change the data that's captured.
- Click Create.
Work with a snapshot
- Click a snapshot's name to open it in a new tab. The interface turns orange so you know you're in a snapshot.
- Changes you make in a snapshot don't affect the live project, and changes to the live project don't affect existing snapshots.
- To return to the list, click Back in the top left corner, or close the snapshot tab.
See How to Create and Manage Snapshots.
Project settings
Click Settings at the bottom of the sidebar navigation to open Project Settings. Some settings need administrator permissions.
| Tab | What you can do |
|---|---|
| Name & Photo | Change the project name and upload a photo |
| Project Information | Check your workspace, enter the project number and add the point of contact |
| Location | Enter the latitude and longitude, or type an address and let Mastt fill them in |
| Brand | Upload logos, and set the look of your letters (see below) |
| User Management | Add users from other workspaces, or invite people who don't have a Mastt account yet. See How to Add a User to a Project. |
| Custom Columns | Set up custom columns that Mastt Support has configured for your workspace. To add or remove custom columns, contact Mastt Support. |
Click Save after you make changes on a tab.
The Brand tab
- Client Logo: click Upload Image. Project administrators and workspace administrators can do this.
- Workspace Logo: click Upload Image. Only workspace administrators can do this.
- Branding: customise the colours and fonts on your payment letters, and the colours on your variation letters. A project uses the workspace default unless you set its own.
- Difference Report: turn on the Difference Report page for this project's payment letters. See Managing Payments in Mastt.
In the Customise Branding window you can set:
| Setting | Options |
|---|---|
| Font | The font used on your letters |
| Number font and Number size (px) | The font and size used for numbers |
| Presets | Ready-made colour schemes: OG, Batman, Lemon Lime, Hot Pepper, Tangerine and Big Business |
| Fine Tune | Your own colours for Totals, Sub-Totals, Table Headers, Backgrounds, Highlights and Labels |
A preview of a payment letter updates as you make changes. Click Save Branding when you're happy with it. See How to Customise Brand Colours for Letters.
Workspace settings
Workspace administrators manage the whole workspace from the admin page. Click your name in the top right corner and select Admin. The menu on the left has:
| Page | What it's for |
|---|---|
| Workspace Details | Your workspace name and locale, the default brand preset for your letters, the Difference Report default, and security settings such as MFA (see below) |
| Projects | Archive, enable and duplicate projects (see below) |
| Programs | Manage your programs |
| User Management | Invite users and see everyone in your workspace, with their role, projects, programs, status and last login |
| API Keys | Manage your API keys |
| Plan & Billing | Manage your plan and billing |
| Dashboard Templates | Manage your dashboard templates |
Archive, enable and duplicate projects
- Open Projects in the admin page. The cards at the top show your project licence quota and how many projects are enabled, available, archived and in total.
- The table lists every project with its status (Enabled or Archived), its users and the date it was created.
- Click the three dots next to a project to choose what to do:
- Edit – change the project's details.
- Duplicate Project – copy an existing project's structure, settings and configuration into a new project.
- Archive – hide a project from Home, the Projects page and the projects dropdown, which keeps your workspace uncluttered. The archive confirmation explains what archiving does.
- Enable – bring an archived project back.
Archived projects still appear in their program, and you can still take snapshots of them when you take a program snapshot. See How to Archive and Enable Projects and How to Create or Duplicate a Project.
Multi-factor authentication (MFA)
Multi-factor authentication adds a second step when you sign in. Workspace administrators set it up on the admin page, in Workspace Details under Security.
- Turn on Require multi-factor authentication (MFA).
- Choose when it starts:
- Immediately – everyone must use MFA straight away.
- From a date – members are prompted to set up MFA now, but it's only enforced from the Enforcement date you pick.
- Decide how often people need MFA:
- By default, MFA is required again if it has been more than 30 days since someone's last MFA sign-in. Change Days before MFA is required again to set a different number of days.
- Turn on Require MFA on every sign-in to remove that gap, so MFA is required every time someone signs in.
- Click Save.
See How to Set Up Multi-Factor Authentication (MFA).
Troubleshooting
| Problem | What to try |
|---|---|
| I can't find a change in the Audit Log | Refine your search terms or widen the date range. |
| A snapshot shows the wrong data | Take snapshots at the right time. A snapshot is a fixed copy. |
| I can't see some settings | Some settings need administrator permissions. |
| My changes in a snapshot aren't saving | Snapshots are independent of the live project, so changes there don't carry over. |
| An archived project has disappeared from my project list | Archived projects are hidden from Home, the Projects page and the dropdown. Enable it again from the admin page. |