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© 2026 Webbalances Solution (003096168-D). All rights reserved.Version 4.41.0

All guidesUsers & securitySee your workspace at a glance Set up your organisation Arrange account and contact forms Choose how record numbers look Start new records from a template Restore, retain and export your data Invite users Organise teams Roles and permissions Security policy Audit log See all your integrations Create an API key Send events with webhooks Create records from other tools

User Guide › Users & security

Restore, retain and export your data

Bring back records deleted in the last 30 days, decide how long the workspace keeps notifications, AI text, message bodies and the audit log, and download everything in one file.

For: Workspace admins

Steps

Open Settings → Retention & trash.
Under Trash, pick a record type to see what was deleted in the last 30 days, and select Restore to put a record back.
Under Retention, choose how long to keep each kind of data, or Keep. Records always stay; only the content listed is cleared, overnight.
Under Export all data, select Request export. You get a notification when the ZIP is ready; download it within 7 days.

Good to know

Minimums protect you: 30 days for notifications and AI text, 90 days for message bodies, 1 year for the audit log.
The export never includes passwords, keys or tokens; attachments are listed and can be downloaded from the app.
Only the person who asked for an export can download it, and every download is audited.

Related guides

See your workspace at a glanceSettings opens on the admin overview: what is left to set up, anything that needs attention, seats in use and AI usage.
Set up your organisationCompany details, logo, default language, time zone and financial year — used across the app, the customer portal, emails and PDFs.
Arrange account and contact formsGroup fields into sections, put them in the order your team works, hide what you don't use, and turn industry and tier into pick lists.
Choose how record numbers lookSet the prefix, whether the year is included, and how many digits case, lead, deal, quotation, order, invoice and receipt numbers have.

Still need help? Contact support

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