Retention and legal hold

Before you begin

• Permissions/features and approved rules.

Step by step

1. 01

   In Administration → Retention choose the department and category: operational audit, read notifications or completed webhook deliveries. Each category has its own policy.

2. 02

   Choose For a defined period with 30–3650 days, or Forever. Values outside the range are blocked. Forever disables the cleanup policy and duration field.

3. 03

   Set Policy active and Legal hold under approved rules; Create policy or Save changes. Legal hold prevents deletion even by administrators.

4. 04

   Use Preview impact to read cutoff date, candidates and maximum batch without deleting. Enable an inactive policy only when approved; preserve a legal hold and resolve the requirement with its owner. Zero candidates is not a completed deletion.

5. 05

   Only after authorisation for permanent deletion, inspect a fresh preview, type the required confirmation and execute; review result and audit. Do not use this action merely to test configuration.

6. 06

   Reopen the page to check the saved policy, duration, activation and hold.

The result to check

Explicit execution with preview and confirmation.

Limits and considerations

• A finite retention period must be between 30 and 3650 days.
• A policy's legal hold prevents cleanup of that category. An organisation-wide data hold also blocks orphan-file cleanup. Neither makes the archive immutable (WORM); backups require separate management.
• Preview does not delete data. Permanent deletion is restricted to platform administrators and requires the specified confirmation. These categories do not replace export or deletion of the entire workspace.

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