Read the audit log
See who changed what in your workspace and its CRM, including what the assistant did and who approved it.
Updated · Admin
On this page
What you'll need
- An owner or admin account.
Open Audit
In the sidebar, choose Audit. The page opens on the Changes tab, newest first, grouped by day.
Read a row
Each row is one sentence, such as who captured a lead or added a note. Select the arrow at the end of a row to see its details. Where it applies, a link opens the capture or the record in your CRM.
Switch tabs for other kinds of entry
Data access lists CRM searches and lookups. System lists automatic steps.
Narrow the list
Use All categories, Anyone, Any outcome and Date range to filter. Choose Clear to start again.
Page back through history
At the foot of the list, choose Older entries. Latest entries takes you back to the newest.
Result: you can see what happened, who did it and whether it succeeded.
Outcome labels
A plain success has no label. Everything else carries a word.
- Failed: the action did not complete.
- Denied: the action was not allowed.
- Rejected: a person chose Reject on an approval.
- Not decided: an approval was asked for and nobody has answered.
- Decided later: the request is inside the dates you chose, but its answer falls outside them.
When RareMachine support acts on your workspace, the entry says so under Done by, in the category RareMachine support.
Frequently asked questions
Who can see the audit log?
Owners and admins. Anyone else sees “Only workspace owners and admins can view the audit log.”
Where are CRM searches and lookups?
On the Data access tab. The Changes tab lists only what changed.
What does Not decided mean?
The assistant asked for approval and nobody has answered yet. Nothing was written to your CRM.