Data & Privacy
GDPR data export, data deletion requests, retention policies, and audit logs.
Data & Privacy
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