Admin · Allow about 7 minutes
Before you begin
Workspace Owner. Agree the retention decision with your organisation and choose a secure place for exported data. Do not request deletion just to test the screen.
1. Prepare and download a workspace export
Open Settings → Content governance → Open Data lifecycle. In Customer-data export, choose Prepare customer-data export to prepare the structured JSON export.
Download through the private link within 10 minutes. Beetl checks membership again at download time, so an expired link or lost access requires the normal authorised recovery path.
Store the file securely and inspect its structure before relying on it. This is a structured customer-data export, not a full-fidelity Word/PDF article export or a promise of one-click restoration.
2. Review retention by data class
Read each period separately: analyticsDays, feedbackDays, learningProgressDays, aiInteractionDays, exportDays and coolingOffDays are day counts for different purposes.
Choose periods consistent with your organisation’s approved needs, then choose Save retention. Reopen the page and check the saved values.
A retention setting does not override protected learner evidence or mean all historical data disappears immediately. Processing and eligibility determine the actual cleanup.
3. Understand deletion before requesting it
Export and check a copy first if you need one. Request organisation deletion creates a controlled request; the pending request still requires explicit confirmation.
Only when you intend to close the workspace, review the displayed eligible date and type the exact organisation name in the confirmation step. Confirm organisation deletion is a separate consequential decision.
Use Cancel deletion request while the pending or confirmed request remains cancellable, before the cooling-off date and scheduled purge. After an eligible confirmed purge runs, recovery through this screen is unavailable. Protected evidence can affect what may be purged.
Check your result
You understand the export’s access and expiry, have verified any retention changes, and can distinguish a pending deletion request from irreversible purge.
If something goes wrong
Download expired: prepare a new export while still an authorised Owner. Do not share the private link as a public file.
Retention value rejected: check the displayed day limits and correct the individual field.
Deletion is pending or blocked: inspect the request state, date and evidence protections. Contact support with the non-sensitive request details rather than repeatedly confirming it.