Audit

Use this function to see what records have been added, edited, deleted or what users are most active in a certain project

An Audit can only be run by the Administrator on the account. 

  1. Navigate to Admin Settings
  2. Under the drop down menu go to > Access & Security > Audit
  3. Select your Date Range by entering the date or selecting from the 'Date Type' dropdown list
  4. Choose the following;
    • Type of Record
    • Audit Description
    • Type of action
    • User
    • Individual record ID
  5. Click on Run Audit
  6. The Audit report will pop-up and can be reviewed, exported or printed

Audit report pop-up with review, export and print circled in red
Image description: Audit report pop-up with review, export and print circled in red