Roles, audit and email logs

What this video covers

1. Control who can do what. In Setup, under Team, open Users and roles. Each person has a role, such as admin or recruiter. Recruiters can't change billing or delete the account.
2. Who changed what, and when? The activity and email log keeps a record of every action in your account.
3. Each row shows the date, the action, a short summary, and who did it.
4. Search the log, filter by type, or pick a date range to find what you need.
5. Open the Emails tab for the email log: every email sent from your account, with its status, so you can check if it was delivered.
6. Other tabs show actions by the AI agent, and queued messages. That's the end of Module four. Next, automation and AI.