Last updated: 2024-10-16

Source: https://support.freshdesk.com/support/solutions/articles/235745-track-changes-using-audit-log

Track changes using Audit Log

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Communicating changes made in your Freshdesk can be very easy when your team is small with a single Admin managing it. You can email the changes made, or even verbally convey it to your team. Some of these changes could also be related to financial and/or security policies within your company. As and when your team grows, keeping track of all those changes is going to be tedious. You can have multiple Admins who will have access to setting up or modifying existing workflows to improve productivity.

Changes made to a specific module should be easily trackable so every Admin is aware of the changes made by the other. Audit Log helps Admins oversee these changes made in the account. This feature focuses on

  • What the change was
  • Who made this change and
  • When it was made

    • These logs will now assist Admins or Super Admins to go back to an older working setup if the latest changes, made by another Admin, doesn’t work too well.

    Note: Reversing the changes automatically is not possible. Admins will have to manually reset/change the setting as per requirement.

    Audit Log will assist you in viewing changes made to these modules:

  • Account Subscription
  • Agent
  • Authentication
  • Automations
  • Knowledge base

    • The type of changes logged for each module, in detail, are below:

    ModulesChangesType of change
    Account SubscriptionBilling cycleChanges in monthly/quarterly/half-yearly/annual billing (this is only applicable in case of credit card payment) under Admin > Account > Plans & Billing(on Freshdesk) and Admin Settings > Account and Billing > Plans and Billing (on Freshdesk Omni)
    PlanChanges made to account plan
    CurrencyChanges in payment currency (example: INR/USD/EUR)
    Card detailsChanges in the associated card number and expiry date
    Number of agentsChanges to the number of agent seats under Admin > Account > Plans & Billing(on Freshdesk) and Admin Settings > Account and Billing > Plans and Billing (on Freshdesk Omni)
    Agent<br>(under Admin > Team >  Agents)Agent and AdminCreation and Deletion
    Email addressChanges made to the email address of the agent
    TypeOccasional / Full-time
    Roles and ScopeChanges made to the Role and/or Scope of the agent
    Round Robin AvailabilityAutomatic ticket assignment toggle - ON/OFF
    AuthenticationLogin/LogoutMonitors agents' login/logout status and captures the originating IP address associated with each event.
    AutomationsRules that run on ticket creationCreation, Deletion, Modification, Reordering, and Activation/Deactivation
    Rules that run on hourly triggers (FKA time triggers)Creation, Deletion, Modification, Reordering, and Activation/Deactivation
    Rules that run on ticket updatesCreation, Deletion, Modification, Reordering, and Activation/Deactivation
    Knowledge baseCategoriesCreation, Updation (Name and Description) and Deletion
    FoldersCreation, Updation (Name, Description, Category change, Visibility and Article ordering) and Deletion
    ArticlesCreation, Updation (Title, Description, Publish, Unpublish, Add or Remove tags, Status change, Author change, Reset likes and dislikes, and Folder change) and Deletion

    A quick guide to using Audit Log:

    1. Log in as an admin

    2. Navigation:

    - For Freshdesk, go to Admin > Account > Audit Log

    - For Freshdesk Omni, go to Admin Settings > Data and Security > Ticket Audit Logs 3. The list of changes performed, across the mentioned modules, by the Admins will be displayed

    4. The ‘ Performed by’ column will give you the name of the Admin who performed the action, the time and date when the action was performed, along with their IP address

    5. Clicking their name will take you to their agent profile

    6. The ‘ Event’ column will give you details on the type of action performed — Created, Updated, or Deleted.

    7. The ‘ What changed’ column will give you details of the change along with a link to that module.

    8. If an update was made to an existing automation rule, you will have an option to ‘ View Changes’

    9. Clicking ‘ View changes’ will open out the slider, displaying in detail the original setup along with what was changed, in two distinct grids

    Click the ‘ Filter’ option to narrow down the changes made:

  • during a specific time period
  • by a specific Admin
  • to any specific module

    • By default, the latest change made across these modules will be displayed first in the list.