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What is Firm History?

Firm History provides Enterprise Admins a high-level audit trail for each firm under the enterprise license.

Any time someone logs into a Firm's account, the following information is logged:

  • Date & Time: The date and time a user logged in
  • User: The user who logged in
  • Email: The email of the user who logged in
  • Impersonate?: A yes or no status related to if the user who logged in was impersonating a user to access and modify the account
  • Action: The specific action that was taken
  • Page: The page where a specific action took place