Who can see it
Agency owners, admins and compliance staff can open Team → Audit log to see activity across the agency. Pro users on a personal workspace can see their own activity.
Filtering and exporting
Filter by action type (sign-in, clients, notes, team and more), resource, the person who acted, and a date range. Entries load 500 at a time, newest first.
Export CSV downloads the entries on screen. Free-text details such as names and messages are redacted in the export, and the export itself is recorded in the log. Audit entries are kept for seven years.