How to Monitor Staff Actions via Activity Log

1. Navigate to Activity.
2. Filter by event type 'Team' or search by staff member name.
3. Each entry shows the staff member's name next to the action they performed.
4. Look for: client assignments, billing access, portal setting changes.
5. If unexpected actions are found, address them with the relevant staff member.
6. Consider reviewing the Activity log weekly for management oversight.

💡 Good to Know: The Activity log does not show client-facing actions within a client's workspace (like invoice edits) — only portal-level actions.

💡 Good to Know: Regular Activity log reviews help you catch unauthorized changes early.

→ How to Read the Activity Log

→ Managing Team Members and Roles