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  • Dpo Details
  • Data Retention
  1. GUIDES
  2. Account Settings
  3. General

Data Retention

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Last updated 5 months ago

Dpo Details

The DPO officer information provided during the initial stages of your engagement can be found in the DPO section. In the event that any changes need to be made to the DPO officer's details, you can update the details directly within your account, avoiding the need to contact us.

Data Retention

The Data retention settings enable administrators to control how long client data is retained and determine when it will be archived or permanently deleted. By default, client data is retained for 8 weeks. During this period:

  • Auto-Archiving: Applications are automatically archived after 6 weeks (42 days).

  • Permanent Deletion: Archived data is permanently deleted after an additional 2 weeks (56 days total).

These settings are essential to ensure your platform complies with data protection regulations while securely managing sensitive client information. You can configure the data retention settings according to your business requirements.

Steps to configure data retention settings

  1. Delete date: As an admin, you can define the period for which the data will be retained. You can choose a retention period anywhere between 56 days (8 weeks) and 90 days. This determines how long data associated with applications will be stored before it is eligible for deletion.

  2. Automatic archive: You have the option to enable automatic archiving of applications. When this option is selected, all applications will be archived 14 days before the deletion date. Archiving allows you to retain a record of the data without keeping it in the active system.

  3. Delete and archive email: With this setting enabled, users assigned to applications or check records will receive an email notification three days prior to the archive or delete action. This helps ensure that user is informed before data is archived or deleted, giving them the opportunity to take action if necessary.

Configure the data retention settings