Branch access and the audit log

Limit someone to certain branches

1. 1

   Step 1: Change their access

   Choose Change access on their row. Under Branch access, untick All branches, tick their branches and choose Save access.

   Where to find it

   1. Settings
   2. Users & Permissions
   3. Members

• They see records in their branches, plus records that don’t belong to any branch.
• They can’t save a record into a branch they don’t have access to.
• Their dashboard’s branch filter lists only their branches.

Check the audit log

1. 1

   Step 1: Open the audit log

   Owners and admins can see it. Each entry shows when, who, what happened and the IP address. Expand an entry to see the fields that changed.

   Where to find it

   1. Settings
   2. Audit Logs
2. 2

   Step 2: Narrow it down

   Use Search activity and the Record type filter, for example to see every change to members, roles or branches.