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The activity log

Who did what inside your company, what it changed, and how far back the record goes.

3 min read

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What it records

Settings → Activity is your company's own record of itself. Every action that changes something is written down as it happens: a booking edited, cancelled or moved to another customer; a milestone recorded, corrected or removed; a quote created, sent or answered; an invoice issued, paid, marked overdue or voided; a customer, partner or staff account added, edited, switched off or switched back on; a role's permissions changed; an invite sent and accepted; and the company settings themselves.

Three things that are not edits are recorded too, because they are the ones asked about afterwards. Sign-ins, successful and failed. Password changes, whether made from the profile page or through an emailed reset link. And document downloads — the one act of reading that is written down, because a file leaving the building is a different kind of event from a page being looked at.

Reading is otherwise not recorded. A log with a row for every screen anybody opened would be a great deal larger and answer nothing you would think to ask it.

What a row says

Each row names four things: what happened, who did it, which record it was about, and when — with the address the request came from underneath the time. Where a field actually moved, the row shows the old value and the new one beside each other, so "edited a booking" is never the whole story.

The record's name is the one its own screen uses — a booking reference, an invoice number, a customer's name — and it is stored on the row rather than looked up. That is deliberate: the log still reads after the record it describes is gone, which is exactly when somebody is reading it.

Where the record still exists and has a page, its name is a link.

Filtering it

Three pickers: the action, the kind of record, and the person. Each option carries the number of entries behind it, counted over your whole log rather than over what is currently on screen — so choosing one filter never empties the list of options you would use to choose differently.

A person who has since left is still listed if their account is still here. Once an account is deleted, their entries stay and keep their email address, but there is no longer a name to filter by.

What nobody can change

There is no way to edit an entry and no way to delete one. Not for your staff, not for an administrator, and not from the Shipina side. The only thing that removes an entry is age.

How far back it goes

Your plan sets how many days are kept, and a sweep deletes what has passed that. The sentence at the top of the page says both halves: the window your plan allows, and the date your log actually starts from — which is the earlier of the two for any company younger than its own window.

Nothing is ever refused because of this limit, unlike the seat and storage limits on your billing page. Recording an action is not something the system may decline to do; a shorter window simply means older entries are gone.

Who may read it

The activity log names every customer, partner and colleague your company has dealt with, so it is held more closely than the rest of Settings.

Only your own staff can open it — never a customer or partner portal login, whatever the permission table says. Among staff it is granted to Company Admin alone by default, as a read-only permission on Settings → Roles & permissions, where you can grant it to another role if somebody else needs it. The other three checkboxes on that row do nothing: nothing writes or deletes an entry on request, so there is nothing for them to allow.