Audit Trail
Audit Trail is the durable, append-only record of sensitive changes in your organization — not the same as application logs.
Who can view
Open Audit Trail in the top nav when you have audit.view (or are Organization Admin). Admins get it automatically; grant the key on officer roles (Board, Treasurer, …) when those hats should review history.
There is no product update or delete API for audit rows — events are written once and kept for review.
What is recorded
Expect audit events for mutations that affect:
- Identity / security — sign-in success/failure/lockout, password set/reset, invite accept/create/revoke
- Org access — membership create/update/deactivate, Admin flag, role grants, membership types, organization create
- Billing / money — estimate→invoice, invoice send/void/pay/refund, offline payment, provider webhook status changes
- Documents — upload, delete/purge, folder ACL, retention / legal hold
- Terms — Terms accept / re-accept
Each event includes actor, action, organization, entity type/id, and small structured detail — never passwords or file bytes.
How to use it
- Confirm your role has
audit.view(or use an Admin account). - Open Audit Trail from the primary nav.
- Review recent events when investigating access changes, billing disputes, or document ACL questions.
See also
- Members & Access — roles and the Admin flag
- Billing — financial actions that appear in the trail
- Documents — folder ACL and file mutations