Export or delete workspace support data
Use supported data portability and deletion workflows without bypassing retention or audit controls.
Steps
- Choose whether the request is an export, source disconnect, account offboarding, or workspace deletion.
- Confirm scope, authority, and any records that must be retained for legitimate obligations.
- Run the supported workflow and keep its customer-safe receipt.
- Verify that active channels, credentials, content, and customer access reflect the completed action.
Important notes
- Do not use provider dashboards or direct database changes as a substitute for the product's audited deletion workflow.
If you still need help
Search this Help Center using the exact feature or visible error. If the issue continues, use Call TidyAnswer support from the Help Center navigation. Include any public reference and the approximate timestamp, but never include passwords, access tokens, provider credentials, or raw webhook payloads.