Activity and audit
Activity and audit records the important actions in your organization: who took them, when and on which record. The activity log lists what your team, your clients in the portal and the Assistant did, and you can filter by person or by type of action to find what you need.
- Who, when, which action and on which record
- Filters by person and by type of action
- Includes sign-ins and the Assistant's actions
The AgentticCRM Activity log inside Settings, with fictitious data: the filters by person and by action, the search, and the table with the When, Who, Action and Detail columns. Ten entries from one morning, newest first: a project credential opened, a proposal the client accepted in their portal, a role change, an Assistant action a person approved, a confidential send created, a ticket moved to in progress, sign-ins, a failed attempt and a recovery point the System verified.
The activity log is read-only: nobody can edit or delete an entry from AgentticCRM, and restoring a recovery point doesn't change it either.
What gets recorded
Each entry shows when it happened, who did it, the action and a detail.
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Account access
Sign-ins and sign-outs, failed attempts and changes to each person's two-step verification.
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Team changes
Invitations, role and permission changes, deactivations and roles created, edited or deleted.
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Sales and billing
Status changes on proposals and invoices, recorded payments and credit notes issued or applied.
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What your clients do
When a client accepts or rejects a proposal, confirms a task or uploads a file from the client portal.
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Sensitive information
Every time someone reveals a credential stored on a project or downloads a shared file.
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The Assistant and connected agents
What was proposed, what was approved or rejected and what was reverted, next to the person who asked for it.
Find a specific change
The log shows the most recent entries first, in When, Who, Action and Detail columns. Filter by one person or one type of action, search by name or by a word in the detail, and sort by the column you prefer.
Actions on a record link to it, such as the client, the invoice or the ticket, and each name leads to that person's profile. Your filters, columns and sort order are saved for next time.
How to look into a change
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Narrow it down
Pick the person or the type of action, or type a word from the detail.
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Read the entry
Check when it happened, who did it and what the detail says.
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Open the record
Click the action to see the current state of the affected client, invoice or ticket.
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Put it right
Adjust a permission, revert an agent's change when the action allows it or, if the damage is broad, go back to a recovery point.
Frequently asked questions
Who can see the activity log?
Only people with the permission to view activity. You grant it through their role or their individual permissions, like any other permission.
Is what ChatGPT, Claude or other connected agents do recorded?
Yes. Each agent action appears under the person it worked for, with the agent's name in the detail, so you can tell it apart from what that person did by hand.
What does “System” mean in the Who column?
They are actions AgentticCRM takes on its own, such as generating an automatic recurring invoice or creating a scheduled recovery point.
Are failed sign-in attempts recorded?
Yes. Every attempt with a wrong password is logged against the affected account, together with successful sign-ins.
Is it meant to measure my team's productivity?
No. The log records important actions to clarify changes and protect information; it does not measure time or performance. To see how much time your team spends, use Tasks and time.
Activity and audit across AgentticCRM
- Organization administrationThe roles and permissions you set there decide who can open the log.
- AssistantThe Assistant's proposals, approvals and reversals are recorded.
- Organization recoveryEvery point created and every restore, completed or rolled back, leaves an entry.
- Client portalProposals your clients accept or reject in their portal are logged.
- ProjectsRevealing a credential stored on a project always leaves a record.
- File transfersEvery download of a shared file is recorded.
See AgentticCRM working with your team's day-to-day
Ask for a demonstration and we will show you how these features fit the way you already work: your clients, your projects and the way you get paid.