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Security, privacy and your data4 min read

The audit log: who did what, when

When a number is wrong, the first question is not how to fix it. It is what happened. The audit log answers that for every record in the workspace, and it cannot be edited from the app.

By the end of this pageYou will be able to find who changed any record, when, and from what to what — and know what the log will and will not show.
On this pageWhat is recordedWhat is notFinding what you needWho can read it
Reading the audit logWalkthrough
Settings › Automation › Audit logAudit log09:41Dana (Admin)invoice #2026-0812sent to Frank Santos by email09:38Dana (Admin)client Frank Santosphone changed 0917… → 0918…09:12Shane (Receptionist)gatevisitor logged: courier, 2E08:55Dana viewing as Shanestaff listView as started08:02systemrepeating invoices6 invoices raised for September02:00systembackupnightly snapshot 41 MB · okYesterday 18:20unknownsign-inlocked out after repeated failures · 203.177.x.x

What is recorded

  • Every create, change and delete of a record — with the field, the old value and the new one.
  • Every sign-in, successful or not, with the network address; every lockout.
  • Every "View as" session: when it started, what was done during it, when it ended — under both the viewer's and the viewed person's names.
  • Every export and every file download, with who and which file.
  • Every action the platform takes by itself: the nightly run, invoices raised on schedule, backups and their size, reminders sent.

What is not

Reading. Opening a page or looking at a record is not logged — the log would drown in it, and looking is not an action. Downloading a file is, because a copy has left the system.

Finding what you need

Settings › Automation › Audit log. Filter by person, by record (type a tenant's name, an invoice number, a unit), or by date. Every record's own page also has a History link that opens the log filtered to just that record, which is usually the faster way in.

Who can read it

Owner and admin roles see the whole log. A manager sees the log for records they can reach. Tenants do not see it; their portal shows them the status of their own invoices and tickets, which is the part of the history that concerns them.

Why it cannot be edited. A log that an admin can tidy is not a log. Lines are written by the platform as actions happen and there is no page, button or setting that removes one. It is backed up and exported with the rest of your data.

Related

Describes the platform as it is today. Something out of date? Tell us. · help 0.12.3