Knowledge is Power

CallCabinet Knowledge Base Articles
  1. Home
  2. Knowledge Base
  3. CallCabinet Portal
  4. What is a retention policy and how does it work?

What is a retention policy and how does it work?

Overview

A retention policy refers to how long recordings should be kept. Every country has its own retention laws, and businesses that operate in these countries need to apply their retention policy requirements according to their country’s specific regulations.

The Retention Policy page under Main Menu → Settings → Retention Policy, allows an admin user to define the data retention policy per site. Retention is measured in days, and the minimum retention is 180 days for storage-based policies. Should you wish to set a retention policy that is less than 180 days, you will need to reach out to our support team at support@callcabinet.com. However, for per-seat based policies the admin user may set the minimum retention to one or more days.

Requirements

Admin access to Main Menu → Settings → Retention Policy within the customer’s CallCabinet Tenant Account.

Configuration Steps

Step 1

Login to CallCabinet with a user account with Admin privileges

Step 2

Click on: Main Menu → Settings → Retention Policy

Step 3

Click on the ‘edit icon’ associated with the site whose retention period you want to change (indicated by 1).

Retention-Policy

Step 4

Uncheck the Never Expire checkbox (indicated by 1). Then enter the new retention period in terms of days. Once done, press SAVE.

Never-Expire

Step 5

Type in “I Confirm” in the field provided and click CONFIRM. The new retention period is enacted.

Confirmation

If you have any additional questions on how to use the platform, please visit our User Guide.
If you need any further assistance, please reach out to us at support@callcabinet.com.

The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.