View Tracking on Entity Pages

Overview

View tracking records when supported entity pages are opened by users.

What this feature does

It can show which user viewed a record, when they viewed it, and related context such as IP address or device information where available.

Why it is useful

• It helps understand access to sensitive records.
• It supports investigations when a record was viewed before an important change.
• It adds context beyond create, update, and delete activity.

Who should read this?

RISE Admin, Security Officer, System Owner.

Where to find it

Rise Audit Pro → View Log, and supported RISE CRM entity pages.

How to use it

1. Open a supported entity page as a user.
2. Open Rise Audit Pro → View Log.
3. Filter by entity type, user, or date.
4. Review the view event details.

Example workflow

A sensitive invoice was viewed by multiple users before an amount change. The admin checks View Log to see who accessed it.

Screenshot

Common mistakes

• Treating view tracking as proof of malicious activity by itself.
• Ignoring privacy policies around view tracking.
• Assuming every custom page is tracked automatically.

Related articles

• View Log Overview
• Tracking Record Views
• Privacy Notes for View Tracking