Account
Data, roles and privacy
Who can see what in a workspace, how to export your data, and what happens when you leave.
On this page
Your workspace is separate
Each workspace is isolated from every other. A customer's conversations, your documents and your products are visible only to people you add.
Roles
- Owner. Everything, including billing and the business type.
- Admin. Manages settings, channels, knowledge, services and team members.
- Agent. Works the inbox and tickets.
Invite people from Settings, Team. You cannot change your own role or remove yourself.
Audit log
Changes to settings, documents, team members and billing are recorded with who made them and when. Open the Audit log to review them.
Export your data
Request an export from Settings, Data export. You receive one file with conversations, messages, customers, tickets, the knowledge base, templates, agent configuration and the audit log. It takes a while for a busy workspace, and the file expires after 7 days.
Leaving
If you cancel, the workspace keeps working until the end of the period you paid for. Data is deleted 30 days after cancellation. Export first if you need a copy.
Customer data
Meta's data-deletion and deauthorisation requests are handled automatically. For the legal terms, read the Privacy Policy and the Terms of Service.
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