Required Roles: Workspace Manager
Required Permissions: Workspace Settings access
The Workspace Management Audit Reports track all configuration changes made in your workspace. Use this feature to monitor updates to your workspace settings, metadata, workflows, and task types.
Overview
Your workspace audit trail records every configuration change, including who made the change, what changed, and when it happened. Each audit entry shows the previous value and new value for updated settings, giving you full visibility into your workspace's configuration history.
Accessing Audit Reports
Step 1 – Navigate to Workspace Settings
Click the workspace name or settings icon in your workspace navigation and select Manage Workspace.
Step 2 – Open the Audits tab
In Workspace Settings, select the Audits tab to view your audit trail.
The audit trail displays all configuration changes, including:
Description updates
License configuration changes
Metadata settings created, deleted, or updated
Organization updates
Task type creation and deletion
Workflow configuration changes and step updates
Filtering your results
Step 3 – Apply filters
Use the available filters to narrow your results by:
User: Filter by the team member who made the change
Action: Filter by the type of change, such as Description Updated or Workflow Configuration Created
Record Name: Filter by the workflow or metadata field name that was changed
Date: Filter by when the change was made
Exporting audit reports
Step 4 – Export your audit trail
Select the Export button to download your audit trail as a file. You can export the full audit trail or filtered results. The export includes the previous and new values for each change, giving you a complete record of configuration updates.
