The activity log is the corporation's audit trail. Every action that changes the record — issuances, transfers, certificate revocations, share-class amendments, member invites and revocations, resolution edits, dossier generations — is logged with the user who did it, when, from which IP, and what entity it touched. The log exists on every plan; the queryable view turns on at Growth.
What's logged
- Share certificates — created, transferred, revoked, reissued, PDF regenerated
- Cap table — share class created/edited, SAFE created/converted, option granted/exercised/cancelled, warrant created/exercised/cancelled, scenario saved/edited/shared
- People & registers — directors / officers / board members appointed and end-dated, shareholder records added or edited
- Minute book — folder created/moved, document uploaded, resolution created/edited, meeting minutes added
- Compliance — reminder created/completed, compliance task assigned/completed, dossier generated
- Team — member invited, invitation accepted/cancelled, role changed, access revoked
- Security — 2FA enabled/disabled per user, corporation-level 2FA enforcement toggled, recovery codes regenerated
- Login activity — sign-in events for the corporation's team
Step-by-step
Open the activity log
From the corporation's workspace, open Activity log. The newest entries appear at the top, paginated at 25 per page. Each row shows when it happened (in your timezone), who did it, the entity type and reference, and a human-readable description.
Filter to find what you need
The filter bar at the top of the page accepts:
- Entity type — certificate, shareholder, director, document, scenario, etc.
- Action — create, update, delete, login, archive, exercise, transfer, revoke, generate
- User — restrict to a single team member's actions
- Date range — from / to, in your timezone
- Search — free-text match on the description column
Filters combine; pagination preserves them so you can browse without losing context.
Drill into an entry
Each row links to the entity it references — clicking the entity ID jumps to the certificate, the resolution, the option grant, or whatever else the action targeted. This is the fastest way to answer "what changed about this certificate and when."
Export an activity log excerpt (Scale)
Apply the filters you want and click Export CSV. The export is available on Scale and Portfolio Licensing as part of the Advanced Audit Exports feature. The CSV contains every row matching your filter with the same fields shown on screen.
For diligence, the relevant activity-log excerpt is also bundled automatically into the compliance dossier.
Retention by plan
Octelligence logs every action on every plan; the difference is how long entries are visible and queryable. Free retains 7 days. Starter retains 30 days. Growth retains one year. Scale and Portfolio Licensing retain seven years.
Beyond the retention window, entries roll off and aren't queryable from the UI. If you need long-horizon retention for an audit or a legal hold, export the entries you care about before they age out.
What the log is for
- Diligence. Investor counsel will ask "show me the history of this certificate" or "who issued these options and when?" The log answers in seconds.
- Audit. External auditors confirm that material transactions had board authorization by matching the activity log against the minute book. Same actor, same date, same entity — that's the chain they're looking for.
- Investigations. If something looks wrong — an unexpected change, a missing record — the log tells you who touched it. Use this rather than asking the team to remember.
- Compliance. Demonstrating consistent record-keeping practice is itself a soft form of compliance. The activity log is the evidence.
Best-effort logging. The activity log uses a best-effort writer — if the database is briefly unreachable, the failure is captured in error logs but doesn't block the underlying user action. In practice, this means the log is reliable but not absolutely complete; for legal certainty on a specific transaction, also rely on the structured record (the certificate, the resolution) which is written transactionally.
Common gotchas
Sharing logins on lower plans. The log attributes every action to the account that performed it. Two people sharing one login means the log can't tell them apart. Invite each collaborator with their own email — the activity log is one of the main reasons.
Letting entries age out without exporting. On Free and Starter, the window is short. If a key historical action matters (the founding share issuance, the first SAFE), export the relevant log excerpt while it's still queryable, or upgrade.
Confusing the activity log with login history. Sign-in events are in the log, but most entries are record-changing actions. If you need a focused login audit (security review), filter by action = login.