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Task guides

See who changed what (audit trail)

Step-by-step task guide: Settings and security.

  • The audit trail records who did what and when in your firm. You can only read it: nothing in it can be changed or deleted, and reading it is recorded too.
  • Open Settings, then Audit trail.
  • The table shows Time, Actor, Action, Resource and Details. An actor can be a person, the agent, an API token, a rule or the system.
  • To narrow the list, fill in Actor (user id), Action, Resource type, Resource id, From or To, then choose Apply filters. Reset clears them.
  • Choose Load more to see older entries and Download CSV to save the list.
  • If your role is limited to one client, you see only your own actions.