What this page is for
Your customers trust you with their details. This guide covers consent, export, retention and deleting data. Administrators find the tools under Settings, then Data.
Screenshot: The Privacy and data page in Trade Sure
Do the common things
Export all your data
- Open Settings, then Data.
- Click Export all data.
- When it is ready, download the ZIP. It has one CSV per table and your uploaded files. Passwords and secrets are left out.
Remove one customer's personal details
- Open the client record and use the anonymise option.
- Their name and contact details are removed. Invoices and totals stay so your books still add up.
Control how long things are kept
- Open Settings, then Data, and read the retention rules.
- Location history from the phone app is kept for 90 days.
See who looked at what
- The Data page has an access log of who viewed customer pages.
Delete your company
- On the Data page, start company deletion. There is a cooling-off period, and you can cancel in it.
What you must tell people
- Engineers agree to location sharing the first time they open the phone app.
- Customers see your privacy notice. The legal pages on the sign-in page are kept up to date by Trade Sure.
- Texts, WhatsApp and marketing emails go only to people who allow them.
If something looks wrong
- An export failed: try again. If it fails twice, contact support.
- A customer asks you to delete their data: anonymise them and tell them it is done.