How to edit your data retention policy settings
When you are logged in to InviteDesk, you will have access to several settings you can apply or adjust.
You can find the settings on the top bar by clicking on Settings=>Settings:
In this article, we will talk about editing your data retention settings.
Edit Your Data Retention Policy Settings
This article explains how to configure your data retention policy for contacts, including how inactive contacts are managed and permanently deleted.
Overview
The data retention policy helps you automatically manage inactive contacts by:
- Enabling or Disabling automatic cleanup
- Moving them to the trash bin after a period of inactivity
- Permanently deleting them after a defined number of days
You can control whether inactive contacts are automatically managed.
Deactivate the slider → No automatic deletion of contacts happens
Activate the slider → Additional configuration options become available
Phase 1: Move contacts to Trash Bin
When enabled, inactive contacts are automatically moved to the trash bin after a defined period.
What counts as “activity”?
A contact’s last activity is updated whenever they interact with the system, including:
- Attendee actions: check-in, check-out, group check-in/out
- Address book actions: creating or restoring a contact
- Invitation-related actions: Creating a contact, Confirming or declining an invitation, Updating invitation details etc.
Set a value between 1 and 40 months
After this period, inactive contacts are automatically moved to the trash bin.
Notifications
Send notifications about contacts being sent to the trash bin to.
Specify one or more recipients who should receive these notifications.
Phase 2: Delete contacts permanently
Once contacts are in the trash bin, they will be permanently deleted after a defined period.
Configure deletion timing
Number of days contacts remain in the trash before permanent deletion
Default: 60 days
Allowed range: 10 to 60 days
After this period, contacts are permanently deleted and cannot be recovered.