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The Account history page helps you track important changes made to your account over time. It shows when and what was updated, such as approval policy changes, user permission updates, card status changes, and other administrative actions.
Required permissions:To access the Account history page, you need both the Add/edit/terminate administrator and Edit business settings & apps permissions. See Setting Administrator Permissions on All Programs for how to grant these.

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View account history

1

Log in to the Dashboard

Sign in at https://dashboard.pexcard.com.
2

Open the Account security menu

Click the Account security icon (the shield) in the top-right corner of the page, then select Account history from the drop-down menu.
The Account security drop-down menu in the top-right of the PEX Dashboard, showing Login activity, Security checklist, and Account history options.
3

Review events

On the Account history page, you can review events such as:
  • Approval policy updates
  • User permission changes
  • Card status changes
  • New admin user created
4

Open an event for details

Click any event to see more details, then click GET AI analysis for a detailed AI-generated description of the event.
The Event Details panel showing the event name, actor, timestamp, and a Link to share field.
Tip:Use the Link to share field to copy a direct link to the event so you can share it with a colleague. Only users with the Add/edit/terminate administrator and Edit business settings & apps permissions can open the shared link or access the Account history page.
Last modified on May 14, 2026