Where to find it
Open People & access, click the person, and scroll to Erase account (right to be forgotten) near the bottom of their page. That's where the Export data and Erase account buttons are. They help an admin answer data-subject requests, the kind you receive under regulations like the GDPR. If you add someone who already has a Tebelis account, they join your workspace once they accept. Until then, that part of their page shows Invited instead, without these buttons.
Export a person's data
Click Export data. You get a JSON file of what the workspace holds about them, which you can give to the person who asked. It includes their profile and access, the records they created or were assigned, their workflow actions and their activity. It doesn't include their private chats with the agent: the person can download those themselves from Settings → Privacy & data.
Erase a person
Erase account removes a person's personal data on request. You confirm by typing their name. Their account is disabled immediately and they can no longer sign in. After a 30-day grace period, during which you can cancel, their personal details (email, photo and sign-in identifiers) are erased in every workspace they belong to, and they drop out of people pickers and seat counts. Their name stays on the records they worked on, as your organisation's business record, so your operational and audit history stays complete.
When the erasure runs, Tebelis also removes their access to projects, the organisation structure and groups. It takes them off any workflow step they own and off the recipient lists of routines, and the records assigned to them are no longer assigned to anyone. Their own chats with the agent, saved views and favourites are deleted. During the grace period, hand their open work to someone else. You can't erase the workspace's only admin: make someone else an admin first. If they're the only person in the workspace, they can ask Tebelis support instead (see below).
If the person also works in another Tebelis workspace, their account isn't yours alone to erase: the person page says so and has no Erase account button. You can still remove them from your workspace. They can ask for their whole account to be deleted from Settings → Privacy & data, and Tebelis support handles it. Once support schedules it, their page shows the date the erasure will run, and only Tebelis support can cancel it.
Requests people make themselves
Under Settings → Privacy & data, anyone in your workspace can download their own data with Download my data, their chats with the agent included, or ask for their account to be deleted with Request account deletion. A deletion request emails everyone with the Admin or Manager role in the workspace and appears in the activity log. Nothing is deleted until someone uses Erase account on their page. If the person also works in other workspaces, or is the workspace's only admin, the request goes to Tebelis support instead. If they're the only person in the workspace, support locks the workspace when it schedules the deletion, and 30 days later deletes the workspace's content (records, photos, files) along with the account. The workspace's activity log is kept as its record of processing. If it has a paid subscription, its automatic renewal is switched off when support schedules the deletion, so it isn't charged again, and anything still running is cancelled on the deletion day. Cancelling within the 30 days unlocks it and switches renewal back on, unless the billing period has already ended. If other people work there, one of them must be made an admin first.
Good to know
- Both actions need the Manage people & groups permission.
- Erasure, and any cancellation, is written to the activity log.
If you have a Data Processing Agreement with us, these tools are how you handle the requests it covers. For anything you can't do yourself, contact us.