Purpose:
Provides a detailed, chronological log of virtually all significant actions performed by users within your Close Master
sub-account. Essential for security monitoring, troubleshooting unexpected changes, and tracking user activity.
Access:
Navigate to Settings
→ Audit Logs
.
Functionality:
- View Log: See a list of events including
Timestamp
,User
who performed the action,Module
/Section affected (e.g., Contacts, Workflows, Settings), and aDescription
of the action (e.g., "User Logged In," "Contact Created," "Workflow Updated," "User Permission Changed," "Contact Deleted"). - Filtering: Filter the logs by
Date Range
, specificUser
, orModule
to investigate specific incidents or activities. - Use Cases: Investigate who deleted a contact, track changes made to a workflow, monitor login activity, review permission changes.