Add Notes and View Activity

The admin dashboard provides two ways to track what's happening with an account: internal notes for team communication and an activity timeline for a chronological record of events.

Notes

Notes are internal-only text entries visible to all admins. They are useful for recording support context, tracking follow-up items, or leaving information for other team members.

Adding a Note

Open the account detail page.
Click the Notes tab.
Type your note in the text area.
Click Add Note.

Notes display the author's name, when it was created, and whether it has been edited.

Editing a Note

You can edit your own notes within 24 hours of creation. After 24 hours, notes are locked and cannot be modified. You cannot edit notes written by other admins.

Activity Timeline

The Activity tab shows a unified timeline of everything that has happened on the account in the last 30 days. Events are pulled from multiple sources and merged into a single chronological view.

Event Types

Templates — template creation and updates, shown with a blue icon.
Members — users joining the account, shown with a green icon.
AI — AI generation events with status and email type, shown with a purple icon.
Integrations — integration connections, shown with an amber icon.
Admin — admin actions (plan changes, feature overrides, impersonation), shown with a gray icon.

Filtering

Use the filter pills at the top of the timeline to show only specific event types. Click All to see everything.

Search and View Accounts
Manage Account Flags