Audit Log

The Audit Log lets you review important actions recorded in your workspace in chronological order. When investigating a change, you can use the action type, the related record and the date information together.

For example, when a team member's role changes or an action is taken on a document, you can search the relevant records in this section.

Which Actions Can You Review?

Among the actions that generate a record are these types:

Sign-in and session events.
Setting and configuration changes.
Document upload, deletion and training actions.
Team member invitations, role changes and member removals.
Actions related to integration connections.

You can check the records generated in your account from the action type filter. The Audit Log shows the recorded events; not every action in the panel should be expected to appear here as a separate record.

How to Read the Record List

Field	What does it show?
Action	The type of action taken.
Related record	Which record — a customer, document, team member or other — the action is associated with.
Details	A short display of any additional information recorded about the action.
IP address	The connection address recorded during the action, if any.
Date and time	The time the action was recorded.

Some records may not have additional detail or an IP address. When investigating an action, evaluate the available information together rather than a single field.

Filter the Records

Open the Audit Log

Open the Audit Log section in the panel.

Show the filters

Show the Filters area.

Select the action type

Select the action type you are looking for.

Record and user

If needed, select the related record type and the user.

Date range

Narrow the list by setting the date range.

Review the results

Review the results; if there are many records, go to the next pages.

To investigate a specific person's actions, use the user filter. The name of the person who performed the action is not shown as a separate column on each row.

Example: Finding a Team Role Change

Select the action type related to a team member update. Narrow the period you think the change was made with the date filter. If you know who performed the action, also add the user filter. In the results, check the relevant team member and the recorded details.

The Summaries at the Top and the Record List

The summaries at the top of the screen show the general action distribution. The filters you apply to the list may not change these summaries in the same way. When investigating a specific user or date range, rely on the filtered record list.

If the Record You Are Looking For Does Not Appear

First check that you are in the correct workspace. Then widen the date range or clear the action, record type and user filters.

Not finding a record does not by itself indicate that the action was never performed. Also check the current status in the relevant section. If you need to request support, state the action you are investigating and its approximate time.

To adjust team access, use Roles and Permissions; for options to protect your account, use the Security guide.