Compliance mode and the access log

Turn on compliance mode

Open Settings → Business Settings and find Compliance. Switch on PHIPA / HIPAA compliance if your organization handles personal health information. Only admins can do this.

Compliance mode changes three things:

• Push notifications, summary emails, and summary texts stop including call and message details.
• Every access to that information is logged.
• Emails your agent sends are logged too.

Compliance mode is permanent. Once enabled it cannot be turned off.

Review the access log

Settings → Access Log in the web app appears once compliance mode is on. Owners and admins can open it.

Filter by:

• Person — everyone, or one member.
• Action — opened, browsed, changed, or deleted a record; exported the log; or sent by email, SMS, WhatsApp, push notification, a connected app, or a service provider.
• Record type — conversations, calls, contacts, or the access log itself.
• Period — last 24 hours, 7, 30, or 90 days, or all time.

Select Export CSV to download the filtered log. The export is recorded in the log as well.