Data & Privacy
GDPR data export, data deletion requests, retention policies, and audit logs.
Workestra takes data privacy seriously. This guide covers how to export your data, request deletion, and review audit logs.
Data & Privacy settings require Admin or Owner permissions.
GDPR Data Export
Export all data associated with your workspace for compliance or backup purposes.
What Gets Exported
The export includes:
| Data Type | Format | Contents |
|---|---|---|
| Contacts | CSV/JSON | All CRM contacts and companies |
| Deals | CSV/JSON | Pipeline data, activities, notes |
| Candidates | CSV/JSON | Recruiting data, applications |
| Tasks | CSV/JSON | Projects data, time tracking |
| Tickets | CSV/JSON | Support data, conversations |
| Invoices | PDF/CSV | Finance data, line items |
| Documents | Markdown | Knowledge Base documents |
| Users | CSV | Team member list (emails, roles) |
| Activity Log | CSV | Full audit trail |
Requesting an Export
- Navigate to Settings > Data & Privacy
- Click Export Data
- Select export format:
- Full Export — Everything in original formats
- GDPR Package — Structured for data portability
- Click Request Export
Export Processing
| Workspace Size | Processing Time |
|---|---|
| Small (< 1GB) | Minutes |
| Medium (1-10GB) | Hours |
| Large (> 10GB) | Up to 24 hours |
You'll receive an email when the export is ready. The download link expires after 7 days.
Exports may contain sensitive data. Download securely and store appropriately.
Data Deletion Request
Request complete deletion of your workspace data.
Types of Deletion
| Type | Scope | Use Case |
|---|---|---|
| Workspace Deletion | Entire workspace | Closing business, migrating |
| User Deletion | Specific user's data | GDPR right to be forgotten |
| Selective Deletion | Specific records | Data cleanup |
Requesting Workspace Deletion
- Go to Settings > Data & Privacy
- Scroll to Danger Zone
- Click Delete Workspace
- Complete the verification steps:
- Confirm workspace name
- Enter Owner password
- State reason for deletion
- Confirm
Deletion Timeline
| Phase | Timeline | Status |
|---|---|---|
| Grace Period | 30 days | Workspace marked for deletion, read-only |
| Soft Delete | 30-60 days | Data hidden, recoverable by support |
| Hard Delete | 60+ days | Permanent, irreversible deletion |
This cannot be undone. After the grace period, your data is permanently deleted and cannot be recovered.
Individual User Deletion
For GDPR "Right to be Forgotten" requests:
- Go to Settings > Team Members
- Find the user
- Click Remove
- Select Permanently Delete Data
- Confirm
The user's personal data is anonymized or deleted within 30 days.
Data Retention Policies
Active Workspaces
| Data Type | Retention |
|---|---|
| Records | Until deleted by user |
| Activity Log | 2 years |
| Deleted Records | 30 days (recoverable) |
| Emails | Until account disconnects |
| Files/Attachments | Until deleted by user |
Deleted/Cancelled Workspaces
| Phase | Retention |
|---|---|
| Active cancellation | 30 days full access |
| Read-only | 30 days |
| Soft delete | 30 days (support recoverable) |
| Hard delete | Permanent |
Backups
- Daily backups retained for 30 days
- Backups are encrypted and geographically distributed
- Backup restoration requires support contact
Audit Log
Track all significant actions in your workspace.
Viewing the Audit Log
- Navigate to Settings > Data & Privacy
- Click View Audit Log
- Use filters to narrow results
Logged Events
The audit log captures 9 event types:
| Event Type | Description | Example |
|---|---|---|
| user.login | User authentication | "john@example.com logged in from 192.168.1.1" |
| user.logout | Session termination | "Session ended for john@example.com" |
| user.invited | Team invitation sent | "Admin invited jane@example.com as Member" |
| user.role_changed | Permission modification | "john@example.com role changed from Member to Admin" |
| record.created | New record created | "Contact 'Acme Corp' created by john@example.com" |
| record.updated | Record modification | "Deal 'Enterprise License' updated by jane@example.com" |
| record.deleted | Record deletion | "Ticket #1234 deleted by admin" |
| settings.changed | Configuration change | "AI provider changed from OpenAI to Moonshot" |
| export.requested | Data export initiated | "GDPR export requested by owner" |
Audit Log Details
Each log entry includes:
- Timestamp — When the action occurred (UTC)
- Actor — Who performed the action
- Action — What was done
- Target — What was affected
- IP Address — Where the action originated
- User Agent — Browser/device information
Filtering and Search
Filter the audit log by:
- Date range — Specific time period
- User — Actions by specific team member
- Event type — Category of action
- Resource — Specific record or module
Exporting Audit Logs
For compliance reporting:
- Apply desired filters
- Click Export
- Choose format (CSV, JSON, PDF)
- Download
Audit logs are retained for 2 years. Contact support if you need older logs.
Privacy Controls
Cookie Preferences
Manage cookie settings:
- Click the cookie icon in the footer
- Adjust preferences:
- Essential — Required for the app to function (always on)
- Analytics — Helps us improve the product
- Marketing — Used for relevant communications
- Save preferences
Do Not Track
Workestra respects browser Do Not Track settings for analytics cookies.
Data Processing Agreement
Enterprise customers can request a Data Processing Agreement (DPA):
- Contact legal@workestra.app
- Provide your company details
- We'll send a signed DPA within 2 business days
GDPR Compliance
Workestra helps you comply with GDPR:
| Requirement | Workestra Feature |
|---|---|
| Right to Access | GDPR Data Export |
| Right to Rectification | Edit any record |
| Right to Erasure | Data Deletion Request |
| Right to Restrict Processing | Pause user account |
| Right to Portability | Structured data export |
| Right to Object | Opt-out of communications |
Data Processing
- Controller: Your organization (workspace Owner)
- Processor: Workestra Inc.
- Subprocessors: Listed in our DPA
- Data Location: EU (Frankfurt) by default for EU workspaces
Security Certifications
Workestra maintains the following certifications:
- SOC 2 Type II — Security and availability controls
- GDPR Compliant — European data protection
- CCPA Ready — California privacy rights
Reports available to Enterprise customers upon request.
Next Steps
- Security Settings — Configure 2FA and sessions
- Roles & Permissions — Control data access
- Contact: privacy@workestra.app for privacy questions