Audit Log | Help Center & Knowledge Base

The Caruso Audit Log provides a live record of all high-risk data changes across both the Manager Console and Investor Portal.

It enables full visibility of activity for compliance, security, and operational review.

The audit log will continue to expand over time to capture additional actions and user events.

Viewing Events

Manager Console users can access the global Audit Log at any time.

You can:

Use filters to search for specific events, such as changes made by a particular admin user.
Apply the Modified by filter to view all actions performed by a specific teammate.
Filter by investor account to view actions performed by an investor in the Investor Portal.
Filter by application, event type, and date range.

Viewing the detail of an event

Click any row in the audit log to open a detail panel alongside the list. The panel shows the request context for that event and a Changes table setting out exactly what was altered, field by field:

Where a value was changed, the old and new values are shown together.
Where a value was added, it is shown as set to the new value.
Where a value was removed, it is shown as cleared.

Changes made by the AI agent

Where a change was made through the Caruso AI agent rather than directly by an admin, the entry carries a via Agent badge. The admin who ran the agent session is still recorded as the actor, so agent-assisted changes remain attributable.

Reporting

To download a full history of audit events:

In the navigation pane, select Reports
From the Report dropdown, select Audit Log
Use the calendar field to select a Time Range (this step is required)
Click Download to generate the report

The exported CSV file includes detailed columns such as:

Column	Description
Event Date and Time	When the event occurred
Event Application	Where the event originated (for example, Manager Console)
Event Type and Associated Record	The action taken and the related entity (for example, account, fund, or investing entity)
Event Description	A short summary of the change (for example, “Impersonated investor” or “Account updated – email”)
Modified By (Admin User)	The name of the admin who made the change
IP Address	The IP address from which the change was made
Associated Record URL	A direct link to the relevant record in Caruso

Use spreadsheet filters to:

View all changes made by a specific admin user
Track changes for a particular fund, account, or investing entity
Review activity by date range, user, or IP address
Identify high-risk actions, such as investor impersonation, role changes, bank account updates, or allocation approvals

Tip: Use spreadsheet filters to analyse data by category, user, entity, or action type for your audit or compliance needs.

Audit Log Event Catalogue

The following table summarises the current types of audit events captured. This catalogue will expand as more actions are logged.

Manager Console

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
Holding	Log holding settings updates	Changes to a holding's bank account and distribution settings Includes: Distribution bank account Redemption bank account Distribution preference (including reinvestment)
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
Expression of Interest	Log EOI stage changes	Changes to an expression of interest, including movement through the pipeline stages
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
Settings	Log email footer changes	Edits to, and clearing of, the customisable email footer
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

Actions taken by investors in the Investor Portal are recorded against their account. Use the investor account filter on the audit log to review them.

Type	Event Type	Description
Account	Log sign in	When an investor signs in to the portal
Investing Entity	Log investing entity created	When an investor creates an investing entity through the portal
Application	Log application created	When an investor submits an investment application
Application	Log offer document terms accepted	When an investor confirms they have read the offer documentation as part of submitting an application. Timestamped to the submission and tied to the application
Document	Log document downloads	When an investor downloads documents in bulk from the portal's Documents tab. One event is recorded per document served
Bank account	Log new bank accounts	When an investor adds a bank account through the portal

Note: Document download events cover bulk downloads from the portal's Documents tab. Individual document links, including the offer document opened during an application, are served directly to the investor's browser and are not recorded as separate download events. For applications, the record that the investor confirmed reading the offer documentation is captured as the terms accepted event at submission.

If you have any questions or need help at any stage, please contact our Caruso Support team either by email or live chat.