Advanced concept: Data management

Below are recommended videos and support articles relating to data management.

Data management video:

• Watch & learn how to manage contacts and their privacy settings (2-7 mins).

Data management support articles:

• Learn how to manage user permissions.

• Make a specific conversation with a contact private.

• Change the user permission(s) for a colleague.

• With contact privacy levels, make a specific contact private or hidden to the rest of the team.

• Grant access to a private (or hidden) contact or remove access.

• Grant access to a private (or hidden) work item to a colleague.

• Export client or export work data.

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