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Security & account

See who did what (Activity & threats)

Owners: see who did what in your workspace, who is online now, and alerts about risky activity. Only you can see it.

Where to find it: Settings → Security → Activity & threats Workspace owner 3 min

Before you start

  • You are the workspace owner. Nobody else can open this page.
  • UK GDPR: you must tell your staff that activity is recorded. Step 3 shows how.

How it works

Messages, keystrokes and screens are never recorded.

How it works, step by step

  1. You (the owner) → Your staff: Tell your team that activity is recorded
  2. Your staff → CompanyFlowHQ: Use the app as normal
  3. CompanyFlowHQ: Records sign-ins, pages and records opened, exports
  4. CompanyFlowHQ → You (the owner): Only you can see the record

The steps at a glance

1Settings →Security2Open the page3Tell your team4Look around5Find who opened alead6Check the record
Step 1 of 6
  1. Tap Settings in the menu, then tap Security in the "Jump to a section" row (or scroll down to the Security box).

    companyflowhq.com/settingsCompanyFlowHQSEO deskAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KJump to a sectionLanguageSecuritySettingsJump to a sectionLanguageSecurity
  2. Tap the Activity & threats card.

    companyflowhq.com/settingsCompanyFlowHQSEO deskAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesSettingsSearch ⌘KActivity & threatsSee who did what, who is online now, and alerts about ris…SettingsActivity & threatsSee who did what, who is online…
  3. In Tell your team about this, tap Copy message and send it to your staff. Then tap I've told my team.

    Staff also see a short notice once, the next time they open the app.

    companyflowhq.com/security/activityCompanyFlowHQSEO deskAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesActivity & threatsSearch ⌘KTell your team about thisRecording staff activity is only fair and lawful when peo…Copy messageI've told my teamActivity & threatsTell your team about thisRecording staff activity is only…Copy messageI've told my team
  4. Use the tabs: Live now (who is online), People, Alerts, Search and Settings.

    companyflowhq.com/security/activityCompanyFlowHQSEO deskAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesActivity & threatsSearch ⌘KLive nowPeopleAlertsSearchSettingsOnline now3Open alerts0Paused accounts0Activity & threatsLive n…Peop…Aler…Sear…Settin…Online now3Open alerts0Paused accounts0
  5. Tap Search, choose Record, and type a lead's name. You see who opened it, and when.

    companyflowhq.com/security/activityCompanyFlowHQSEO deskAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesActivity & threatsSearch ⌘KLive nowPeopleAlertsSearchSettingsRecordInternet addressCountryName, email or phone number of a leadPriya ShahActivity & threatsLive n…Peop…Aler…Sear…Settin…RecordInternet addressCountryName, email or phone number of a leadPriya Shah
  6. Tap Check now. Why: every entry is sealed, so nobody can quietly change or delete it.

    companyflowhq.com/security/activityCompanyFlowHQSEO deskAutomationsEmail Market…Team & HRIntegrationsSettingsGuidesActivity & threatsSearch ⌘KRecord intact ✓Check nowActivity & threatsRecord intact ✓Check now

✅ How do I know it worked?

  • You see who is online, a list of people with their usual hours, and No open alerts. Everything looks normal.

⚠️ Common mistakes

ProblemA staff member asks what is recorded.FixSign-ins (time, place, device), pages opened and records opened, exported, changed or deleted. Never messages, keystrokes or their screen.
ProblemAn admin wants to see the record.FixThey can't. Only the owner can see it, on purpose.
ProblemYou never told your team.FixCopy the message now and send it. Recording people without telling them isn't fair or lawful.

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