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.