PlatformSecurity & Privacy

Audit Log

Track and review all significant actions in your workspace.

Audit Log

The Audit Log provides a comprehensive record of all significant actions in your workspace for security monitoring and compliance.

audit log

Screenshot needed � add an annotated image showing this UI

What Is the Audit Log?

The audit log records:

Who performed an action
What was done
When it occurred
Where it originated (IP address)
How (user agent/device)

Accessing the Audit Log

Navigate to Settings > Data & Privacy > Audit Log.

Audit log access requires Admin or Owner permissions.

Logged Events

9 Event Types

Event Type	Description	Example
user.login	User authentication	"john@example.com logged in from 192.168.1.1"
user.logout	Session termination	"Session ended for john@example.com"
user.invited	Team invitation sent	"Admin invited jane@example.com as Member"
user.role_changed	Permission modification	"john@example.com role changed from Member to Admin"
record.created	New record created	"Contact 'Acme Corp' created by john@example.com"
record.updated	Record modification	"Deal 'Enterprise License' updated by jane@example.com"
record.deleted	Record deletion	"Ticket #1234 deleted by admin"
settings.changed	Configuration change	"AI provider changed from OpenAI to Moonshot"
export.requested	Data export initiated	"GDPR export requested by owner"

Log Entry Details

Each log entry includes:

Field	Description
Timestamp	When action occurred (UTC)
Actor	Who performed the action (user ID, email)
Action	Type of action
Target	What was affected (record ID, type)
IP Address	Source IP (partially masked)
User Agent	Browser/device information
Changes	Before/after values (for updates)
Workspace	Which workspace

Filtering and Search

Filter	Description
Date Range	Specific time period
User	Actions by specific person
Event Type	Category of action
Resource Type	Contacts, deals, tasks, etc.
Resource ID	Specific record

Search

Full-text search across:

User emails
Record names
Action descriptions
IP addresses

Retention

Default Retention

Audit logs retained for 2 years.

Exporting Logs

For compliance or analysis:

Apply desired filters
Click Export
Choose format:
- CSV (spreadsheet)
- JSON (machine-readable)
- PDF (human-readable)
Download

Using the Audit Log

Security Monitoring

Regular checks:

Failed login attempts
Unusual access patterns
Privilege escalations
After-hours activity

Compliance

Demonstrate:

Data access controls
Change tracking
User accountability
Policy enforcement

Troubleshooting

Investigate:

Who made a change
When data was modified
What was deleted
How an error occurred

Alerting

Configure Alerts

Get notified for:

Event	Alert To
Multiple failed logins	Security team
Admin role changes	Owner
Bulk deletions	Admin
Settings changes	Admin
Export requests	Compliance officer

Setting Up

Go to Settings > Data & Privacy > Audit Alerts
Add alert rule:
- Event type
- Threshold
- Recipients
Save

Best Practices

Regular Review

Review audit logs:

Weekly: Failed login summary
Monthly: Role change report
Quarterly: Full access review

Incident Response

If suspicious activity:

Filter logs for timeframe
Identify affected records
Check user access patterns
Take corrective action
Document findings

Compliance

For audits:

Export logs quarterly
Archive securely
Maintain chain of custody
Prepare summary reports

Privacy Considerations

Who Can Access

Role	Access
Owner	Full access
Admin	Full access
Member	No access
Viewer	No access

Data Minimization

Audit logs contain:

Necessary identifiers
No password data
No sensitive content
IP addresses partially masked

Next Steps

Data & Privacy — Privacy settings
Security Overview — Security documentation
GDPR — Compliance information

GDPR Compliance

Data export, deletion requests, and privacy rights.

CRM

Manage contacts, deals, companies, and campaigns with AI-powered insights.