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Preview documentation. These guides describe the planned product. Accounts and integrations are not open yet.

Team, security & data

Roles, two-factor, the audit trail, where data lives, exports and closing a workspace.

7 articles · 7 min in total · Best read in order, top to bottom.

All topics

01Roles and permissionsOwner, estimator, office and crew, plus subcontractor and read-only accountant roles on Business.Quick read

02Two-factor authenticationAvailable and recommended for every account. How to turn it on and what happens if you lose the device.Quick read

03The audit trailEvery important change is kept in a trail that cannot be edited; each confirmed price keeps who set it and when.Quick read

04Where your data is stored and who touches itIn the European Union, on EU sub-processors listed and announced 30 days ahead. You own the data.Quick read

05Export everythingEvery document as a PDF, photos, and every record as CSV, any time, and for 90 days after you cancel.Quick read

06Close a workspaceYou get an export; the data is deleted after 90 days, except what the law requires you to keep.Quick read

07Customer data requestsA customer asks to see, correct or delete their data: we forward it within 2 working days and help you answer within 30.Quick read

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