Added
See who did what with the activity log
Firm admins can review sign-ins, changes, automatic actions and downloads, for one company or the whole firm.
In this guide
Firm admins now have an activity log: a running record of what happened in the firm and in each company, who did it, and whether a person or an automatic task made the change.
Two places to look
Open Company settings → Activity for one company. Open firm Settings → Activity for the whole firm, which also covers sign-ins and team changes that belong to a person rather than a company.
Use Filter activity and search by file, person or company to narrow the list. Changes to settings, documents, sending to Juan, tax forms and team access are recorded, along with downloads, exports and documents opened. Ordinary page views are not.
What to expect
History from before the log began has been reconstructed and is marked as such, so older entries may carry less detail than new ones.
The log is for admins only. Members do not see it, and an owner's private company stays out of other admins' view. Entries cannot be edited or removed.