Audit trail

Who this is for

Owners and Administrators who need a record of who changed what and when across their agency’s Koffyr account. The audit trail is not visible to Members — role permissions restrict it to Owners and Administrators, so members will not see the Audit trail tab in Settings at all.

Before you start

You must be an Owner or Administrator on your agency. If you are not sure of your role, ask your agency owner.

Step-by-step

Click Audit log in the main left sidebar (it is a top-level entry, not under Settings).
Use the search bar to filter by actor name, email, IP address, action type, or resource label.
Use the date-range picker to narrow results to a specific window.
Click Filters to open the filter panel flyout and select event types, actors, or resource types.
Active filters appear as removable chips above the table; click the × on a chip to remove that filter.
To save your current filter set for future use, click Save view, enter a name, and confirm. Your saved views appear in the dropdown next to the filter button.
Page through results (15 entries per page).
Click Export CSV in the page header to download a snapshot of the log matching your current filters.

What happens next

The log is append-only — no entry can be edited or deleted. Exported CSVs are a point-in-time snapshot of whatever your current filters show. Downloads are safe to share with an E&O carrier or regulator as a record of activity in your agency.

Troubleshooting

“I can’t see the Audit log link in the sidebar” — Your role is probably Member, not Owner or Administrator. Ask your agency owner to update your role. See [Invite your team](../Getting started/invite-your-team.md) for details on roles.
“My export has no rows” — Your date range may be too narrow. Widen it or clear the date filter, then export again.

Invite your team — roles determine who can read the audit trail

Last verified: 2026-05-28