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Use the audit log

The audit log lists every change to records in your business, newest first — documents, payments, people, Teams, settings, AI requests and agent requests. Use it to find out who did something, or why someone can or can’t do something. Entries can’t be edited or deleted.

  1. Open the audit log — In the sidebar, go to Team › Audit log.

  2. Filter it — Use From and To for dates, Person for who made the change, Record type (such as User, Team, AI request or Agent request) and Action.

  3. Read the entries — Each row has When, Who, Action, Record and Details. Press a record to open it. Changes made by a customer, such as accepting a quote online, or by Spine itself show “Customer or system”.

  4. Page through — The log shows 50 entries at a time, such as “1–50 of 312 entries”, with Previous and Next.

  5. Export it — Press Export CSV to download the entries that match your filters, for an accountant or auditor.

The Audit log page with the From, To, Person, Record type and Action filters, Export CSV and the When, Who, Action, Record and Details columnsThe Audit log page with the From, To, Person, Record type and Action filters, Export CSV and the When, Who, Action, Record and Details columns
The Audit log page with the From, To, Person, Record type and Action filters, Export CSV and the When, Who, Action, Record and Details columns

What’s recorded about people and Teams

Section titled “What’s recorded about people and Teams”
  • People — promotions, demotions, Staff and Field changes, deactivations and reactivations, transfers of primary ownership and passwords set by an Owner (never the password), as record type User.
  • Teams — created (and from which Team), renamed, people added or removed, permissions turned on or off, and deleted, as record type Team.

See a Team’s history

Section titled “See a Team’s history”

Open the Team from Team › Teams and choose the History tab. It lists the changes newest first, such as “Priya Raman turned on Reconcile accounts and View bank balances · 12 Oct, 10:42”. Press Open in audit log → for the full log filtered to this Team.

A Team's History tab listing who changed the Team and how, with Open in audit logA Team's History tab listing who changed the Team and how, with Open in audit log
A Team's History tab listing who changed the Team and how, with Open in audit log

Last updated with Spine 1.0.0-beta.2