☑️User Setup

Setting up Data Guardian & Privileged Users.

Once you have progressed through the onboarding, you will be asked to setup your archive's data guardian and privileged users. If you don't know what these are, we have a handy description below:

Privileged & Delete User

Privileged & Delete users are privileged users who also have permissions to delete the emails. A Privilege & Delete user type has the ability to authorise a deletion request. This account type will only become available if you have a license to use it. In all other respects, this account type is the same as a standard Privilege account.

Required - Data Guardian

Selecting Data Guardian Users

You will be presented with a list of users to select as data guardians. If the desired user is not in the list, simply click the "Add User" button in the bottom left corner of the screen.

  • Select the user you want to appoint as the data guardian.

  • Click "Add User" if the user is not on the list.

Data Guardians can also be outside your organisation such as a law firm or a legal entity.

Data Guardian Setup

Selecting Privileged Users

You will be presented with a list of users to select as privileged users. If the desired user is not in the list, simply click the "Add User" button in the bottom left corner of the screen.

  • Select the user you want to appoint as privileged users.

  • Click Add User if the user isn't present in the list.

Last updated

Was this helpful?