Read audit logs
The audit log is your organization’s compliance trail: a durable record of who did what, to which record, when, and from where. Use it for security investigations, change forensics, and auditor evidence.

What is recorded
Section titled “What is recorded”Each entry captures the actor (or “system” for automated jobs), the action, the affected record, a timestamp, the IP address, and the browser. Recorded events include, among others:
- Sign-ins, including failed login and failed 2FA attempts
- Member invitations, role changes, and removals
- Security setting changes (2FA enforcement, session policies, IP allowlist, permission matrix saves)
- API token creation and revocation
- SCIM provisioning events from your identity provider
- Data exports, imports, and plan changes
Browse and filter
Section titled “Browse and filter”-
Open Logs from the sidebar.
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Filter by member, action, resource type, IP address, or date range, or use the free-text search to find a specific record.
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Open any entry to see its full details, including the before and after values where they were captured.
Export for auditors
Section titled “Export for auditors”Open Organization Settings → Security & Compliance and go to the Audit Export sub-tab. Pick a date range (the export defaults to the last 30 days) and a format, CSV for spreadsheets and GRC tools or JSON for programmatic processing. The file downloads immediately.
Retention
Section titled “Retention”Audit entries are kept for one year by default. The retention policy in Security & Compliance controls this: choose a compliance preset or a custom window, including keeping logs indefinitely. Entries older than the configured window are purged automatically.
Can Portfolio Managers see the audit log? No. Audit data is restricted to Owners and Admins, both on the Logs page and in the export.
Are automated actions logged too? Yes. Background jobs, workflow automations, and provisioning events are recorded and marked as system actions, so you can distinguish them from human activity.
How do I prove a leaver lost access on a specific date? Filter the log by that member. Their deactivation event from SCIM or the manual removal is recorded with a timestamp, see Provision users with SCIM.
Is the export safe to open in Excel? Yes. Exported cells are sanitized so that values cannot execute as formulas when opened in a spreadsheet.
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