Audit Trail
Open in CMSThe Audit Trail is a log of changes made to an agent's configuration and user data. Open it from the agent's Manage page with the Audit Trail tile; Back to Organization returns to the organization's Agents tab on the Organizations page.
Open the Organizations pageScope and Access
| Scope | Changes to one agent's configuration and user data. |
| Access | Owner and Admin only. Anyone else sees Access Denied. |
| Loading Records | Records appear once you press Apply or Reset. Your last filter is remembered while the browser tab stays open. |
Filter Audit Trail
| Entity Type | agent_configuration, user_data, content (documents, including those added or deleted through the Document Integration, where the actor is the API key) or document_integration (its switch and keys). |
| Action | created, updated, or deleted. |
| Actor Email | The email of the person who made the change. |
| Changed Field | The name of a field that changed, for example Name. |
| From Date | Earliest date to include. Must be on or before To Date. |
| To Date | Latest date to include. |
| Reset | Clears every filter and lists all records. |
| Apply | Lists the records matching the filter. |
Results Table
| Action | created, updated, or deleted, as a chip. |
| Entity Type | The kind of record that changed. |
| Actor | The person who made the change. |
| Timestamp | When the change happened. |
| Changed Fields | The names of the fields that changed. |
| Changes | Opens Changes Detail for that record. Shown when the record has field changes. |
| Pagination | 20 records per page by default; the page size can be changed. |
Changes Detail
| Record Summary | The record's action, entity type, actor, and timestamp. |
| Old Value | Each changed field's value before the change. |
| New Value | Each changed field's value after the change. |
| Back to Audit Trail | Returns to the list with your filter kept. |
Related guide: Audit Trail