What is Rise Audit Pro?
Overview
Rise Audit Pro is an audit trail, security monitoring, reporting, and compliance plugin built for RISE CRM. It helps administrators understand what is happening inside their CRM by recording important user actions, authentication events, record views, security signals, reports, and compliance-related activity.
What this article explains
This article gives a high-level explanation of the plugin, the main problems it solves, and how it fits inside a RISE CRM installation.
Why it is useful
- It helps system owners know who changed, viewed, deleted, or accessed important records.
- It gives administrators a central place to review activity, authentication events, security risks, and compliance tools.
- It makes investigations easier because changes can be filtered, exported, reviewed, and connected to users, dates, IP addresses, and entities.
Who should read this?
System Owner, RISE Admin, Security Officer, Support Manager.
Where to find it
After installation, the plugin appears inside the RISE CRM sidebar as Rise Audit Pro, depending on the permissions assigned to the current user.
How to use it
- Install and activate the plugin inside RISE CRM.
- Open Rise Audit Pro from the sidebar.
- Start with the Dashboard to review the overall system activity.
- Use Activity Log, Auth Log, Reports, Settings, and Security pages as needed.
Example workflow
A system owner wants to know who changed an invoice amount yesterday. Instead of checking multiple places manually, they open Activity Log, filter by invoice entity and date, then review the recorded change diff.
Screenshot
Capture from: Rise Audit Pro → Dashboard
Common mistakes
- Assuming the plugin can create logs for actions that happened before installation.
- Giving all staff members full access to audit and compliance tools.
- Treating audit logs as a replacement for backups.
Related articles
- What Rise Audit Pro Tracks
- Activity Log Overview
- Auth Log Overview
- Dashboard Overview
