Audit Trail, verification sessions and compliance evidence

Filter audit records by account

Choose All accounts or one permitted account and apply the filter.

Audience: Administrators, compliance officers and authorised auditorsPermission: Administrator or Audit Trail capabilityModule v1.0.0 · 2026.07.30-r20.5

Exact navigationAdmin Area → WhatsApp → Audit Trail

Before you begin

Confirm the module is active and select the intended WhatsApp account before changing any operational record.
Use an account with the stated native CRM capability and per-account access.
Test with controlled customer/contact data before relying on live verification, email or CRM automation.

What this guide covers

Choose All accounts or one permitted account and apply the filter. These instructions follow the supplied r20.5 controller, model, view, installer, connector and automation flow.

Exact step-by-step process

Open Admin Area → WhatsApp → Audit Trail.
Select the correct account, conversation, customer, staff member or session before you filter audit records by account.
Complete the visible fields and confirmation prompts exactly as described below.
Select the available action once and wait for its success or validation response.
Verify the result in the operational record and, where applicable, in Audit Trail or the linked native CRM record.

Fields, choices and supported possibilities

AccountAll or one accessible account

StaffAll or one staff member

Action containsAction contains

General audit rowsup to 500

Verification sessionsup to 250

Code-backed validations and workflow rules

Audit visibility is restricted by account access for non-administrators.
Sensitive context keys such as secrets, tokens, passwords, authorisation, QR/base64 and message-body values are redacted.
Raw submitted verification email is represented by a one-way hash in audit context.
Choose All accounts or one permitted account and apply the filter.

Expected result and verification

The requested action completes without a permission, validation, connector or native CRM error.
The selected account or conversation shows the expected state without changing another account’s data.
Where the action creates evidence, confirm the message, native record, verification event, portal history or audit entry is present.

Security, privacy and troubleshooting checks

Never expose connector tokens, loopback ports, authentication directories or raw customer verification replies.
Use the supported Connections, Access Control, Settings and Audit Trail pages rather than editing runtime or database records directly.
If the expected control is missing, verify both native capability and per-account permission before treating it as an installation fault.