Guide: Privacy and team roles
What this does
Choose what customer details DRX saves, when to hide them, and what each team member can see.
Why it matters operationally
Saving less and limiting access lowers the damage a mistake can cause.
Proof from live product behavior
- Choose one of three privacy settings.
- Hide details, Protect details, or Keep details.
- Open Settings → Privacy to choose what is saved, when old records are deleted, and when details are hidden.
- Check protection status and what is saved.
- Choose when temporary customer records are deleted.
- Open Settings → Team to choose what each team member can do.
- Confirm restricted routes and session controls per role.
What's in beta / current limitations
- Some role and permission UX is still maturing.
- Retention cleanup runs on schedule and supports manual trigger, but hard-delete restore is not available in this phase.