Skip to main content

​
Overview

The Data Protection settings suite helps your organization adhere to privacy regulations, manage document retention, maintain audit logs, and export workspace backups.
Data Protection & Privacy Configuration Panel

Screenshot: Data Protection & Privacy Configuration Panel

​
Core Security & Compliance Features

  1. Audit Log Retention: Configure how long administrative activity logs and financial edit histories are preserved (e.g. 1 Year, 5 Years, Permanent).
  2. File & Attachment Encryption: Enforce server-side encryption for sensitive receipts, contract documents, and blueprints.
  3. Workspace Data Export: Generate downloadable ZIP archives containing all project financial ledgers, receipts, and user lists.
  4. Account & Data Anonymization: Tools to mask or purge inactive user personal data upon request to comply with data privacy regulations.

​
How to Manage Data Protection

1

Open Data Protection Settings

Navigate to Workspace Settings -> Data Protection.
2

Configure Retention & Security Options

Set audit trail retention periods or request a complete data export archive.
3

Save Security Settings

Click Update Protection Rules.