Kartra provides several tools to help you monitor activity and coordinate work between people accessing the same account.
You can review recorded actions, see which team members are online, and identify when multiple users are viewing or editing the same asset.
View team member activity logs
Each team member, including the primary account owner, has an activity log showing certain actions performed in the account.
To view an activity log:
Click your Profile avatar in the top-right corner of your Kartra account.
Select Team members.
Locate the team member whose activity you want to review.
Click the Activity log icon next to their profile.
Review the recorded actions in the pop-up window.
Activity logs display entries from newest to oldest. Dates and times follow the time zone configured under Settings > Account settings.
Search activity logs
Use the search field in the activity log window to find entries related to specific assets or actions. Searching by date is not supported.
Understand recorded activities
Activity logs capture supported actions performed within your account, including:
Account access and settings: Logging in, logging in as another team member, and editing profile or account settings.
Asset management: Creating, editing, deleting, and restoring supported assets.
Campaigns and integrations: Creating, editing, and deleting campaigns or integrations.
Team member management: Adding, editing, and removing team members.
Contacts: Creating, editing, and deleting contacts, as well as performing mass actions.
Subscriptions and payments: Editing or canceling subscriptions, issuing refunds, and recording chargebacks.
Domains: Creating, deleting, and restoring domains.
Supported asset types include:
Products, checkouts, and funnels
Pages, tracking pages, and tracking links
Lists, tags, and Sequences
Emails (broadcasts)
Forms and surveys
Memberships and portals
Videos, playlists, and files
Calendars and Helpdesks
Campaigns, simulations, and split tests
Important: Activity logs do not record every change made within an asset.
For example, certain Sequence management actions may appear in the log, but individual changes made within Sequence steps may not be recorded. An action missing from the activity log does not necessarily mean it never occurred.
Check team member online status
Online indicators help you see which other users are currently logged in to your Kartra account.
When another user is online, their avatar appears in a bubble at the top of the dashboard.
Hover over an avatar to see the team member's public username.
Online indicators appear throughout the main account sections.
Indicators update in real time without requiring a page refresh.
Your own avatar is not displayed among the online indicators.
Note: Online indicators show who is logged in, but not exactly where they are working within the account.
Editing alerts
When more than one user opens the same asset, Kartra displays an editing alert bar at the bottom of the screen.
The alert bar shows the avatar of the other user accessing that asset. Hover over the avatar to identify the team member.
Avoid simultaneous editing
The editing alert is informational. It does not lock the asset or prevent multiple users from making changes.
If you see another team member accessing the same asset:
Hover over their avatar to identify them.
Contact the team member to coordinate your work.
Ask them to finish their changes and exit the asset before you begin editing.
Once they have exited, check whether the alert has cleared before continuing.
Important: Only one team member should edit an asset at a time. Simultaneous editing may result in changes being overwritten.
Clear an editing alert
The editing alert bar disappears automatically when no other team members are accessing the same asset.
If the alert is displayed:
Hover over the avatar in the alert bar to identify the other team member.
Contact them and ask them to finish their work and exit the asset's builder or wizard.
Once the other team member exits, the alert bar disappears automatically.
Important: The alert bar does not prevent simultaneous editing. Always coordinate with other team members to avoid overwriting each other's changes.