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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