Caruso's audit log is a live representation of all high risk data changes across the admin app and investor portal. The audit log will be extended over time to surface more content.

Viewing events

Admin application users can reference the global Audit Log table at any time.

You can look for specific events by either filtering the table's results or downloading a CSV with all events.

For example in the table, you can quickly view all changes made by a specific admin user by updating the "Modified by" filter and selecting a specific teammate.

Reporting

To download a full history of events, go to Reports and select "Audit Log".

In the report, you can quickly view things like;

All changes for a specific investing entity - Simply filter by the Associated Record column
All changes on fund settings - Simply filter by the Type to see 'Fund" events

Catalog

The table below summarises the audit log events that are currently surfaced. These will expand over time as required.

Admin Application

Type	Event Type	Description
Prospect	Log new prospects	Any new prospects
Account	Log new accounts	Any new accounts
Account	Log account updates	Key updates to account details Includes: Email Phone number Preferred name Legal name
Investing Entity	Log new investing entities	Any new investing entities
Investing Entity	Log investing entity updates	Key updates to investing entity details Includes: Investing entity details Name Address Entity type Registration number (e.g. ACN) Business number (e.g. ABN) Client reference Payment reference Investing entity tax details Tax residency (Primary and Secondary) Tax number (Primary and Secondary) Tax rates Nature and purpose All nature and purpose questions Accounts Accounts granted access to an investing entity Key account updated Account communication preferences updated Bank accounts New accounts Approving or rejecting accounts Setting or updating a holding's preferred bank account
Fund	Log new fund	Any new funds
Fund	Log fund updates	Key updates to fund settings Includes: Name Fund manager Registration number Inception date Country Legal structure Asset structure Investor type Description Unit precision Unit redemption setting Secondary market setting Bank accounts Investor portal settings
Offer	Log new offer	Any new offers
Tasks	Log new tasks	Any new tasks
Tasks	Log task updates	Key updates to tasks Includes: Name Priority Due date Documents Notes Assigned Admin Assigned Team Setting a pinned note Completing a task Deleting a task
Admin users	Log new users	Any new admin users
Admin users	Log user updates	Any change to a user's permissions (team etc)
Admin users	Log investor impersonation	Any time an admin user impersonates an investor

Investor Portal

Coming soon

This will surface key updates made by investors on the investor portal.

Need help? Contact our support team for assistance.

Managing an investing entity

Managing an Account

Reports

How to redeem units

Caruso's Outlook add-in