How Do I See Who Changed Something?

Change History is a permanent record of workspace changes. Entries can't be edited or erased. Private details are hidden.

Steps

1. Open Settings and choose Change History under Access & Security.
2. The Workspace Activity table lists each Event, who Performed By, the Record, and the Time, newest first.
3. Choose Details on an entry to see its source, the full record ID, request ID, IP address, and other recorded data.
4. To see everything connected to one action, choose the Correlation ID in the details. The list then shows related requests, background jobs, and payment provider events.
5. Choose Show All Activity to go back to the full list.

Good to know

• Performed By shows a person's name, or Background Job, Provider (for example, a payment processor update), or System when no person did it directly.
• Hover over the time to see the full date and time.
• The record column shows a short ID. The full ID is in Details.
• Use the page controls at the bottom to see older entries.
• Examples of what is recorded: ownership transfers, approvals, payments, and settings changes.
• Each workspace has its own history. Switch workspaces to see another one.

Related: Approval Rules, How Do I Change My Organization Name or Timezone?

Syndelo is in preview. eSign and investor payments require live provider setup; a demo or sandbox action does not complete a live transaction. Confirm availability for your workspace before relying on either.