Audit logs

Introduction

The audit log is a running record of every action that has happened on your team. You see who joined, who left, who moved roles, and what settings changed. The log is for admins only. Members see the read-only Team page, but not the audit log.

This page covers what the log tracks, how to find an entry, and what each entry shows.

Getting to the audit log

As an admin, open the audit log from the Team section of the sidebar. The log shows the most recent events first.

What the log tracks

Events fall into two groups.

Member events

• An advisor is invited to the team, one at a time or in bulk.
• An advisor accepts the invite and joins.
• An advisor declines the invite.
• An advisor is removed from the team, or reactivated after removal.
• A removed member’s data is deleted.
• A member’s login is blocked.
• An advisor leaves the team on their own.
• A member is promoted to Admin, or an admin is demoted to Member.
• Clients only that advisor managed are reassigned to the removing admin, or detached from the firm, after a member leaves or is removed.

Settings events

• The team is created or deleted.
• The team name is changed.
• The billing contact is changed.
• The subscription status changes (cancellation, reactivation, seat count adjustments).
• Team deletion is scheduled or cancelled.

Finding an entry

The audit log has two ways to narrow the list:

• Action filter: pick one action, such as Removed member or Team name changed, to see only those entries. Choose All Actions to clear it.
• Search: type a name or email to find the changes a specific person made. Search matches the person who did the action, not the person it affected.

Every entry includes a timestamp. Recent events show relative times (for example, 2 minutes ago or 1 hour ago), and older events show the full date.

What an entry shows

Each entry has four columns:

• Done by: the team member who triggered the action.
• Action: what happened, such as Invited member or Team name changed.
• Affected: the person the action applied to. For a team name change, it shows the old and new names.
• Date: the timestamp.