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How to configure data retention rules for your team

Learn how to manage how long transcripts stay in your Tactiq workspace with customizable retention policies.

Amelia Lim avatar
Written by Amelia Lim
Updated this week

Admins on Business and Enterprise plans can control how long meeting transcripts remain in your workspace before they are automatically deleted.

This helps your organization manage data storage, meet privacy standards, and comply with internal policies.

📌 Note: Only Admins on Business or Enterprise plans can manage data retention settings.


How to set your data retention rules

Go to the Settings page and click Team in the top menu.

In the Use default data retention settings section:

  • Keep the toggle on to apply your organization's default retention policy.

  • Turn the toggle off to set a custom retention period. You can choose any duration between 6 and 60 months.

📌 Note:

  • Transcripts will be automatically deleted once they exceed the selected timeframe.

  • Retention periods are based on the last modified date of each transcript. For example, if you set a 6-month retention rule, a transcript edited today will be deleted 6 months from today, regardless of its original creation date.

These settings give you greater control over your team’s data lifecycle, ensuring that transcripts are stored only as long as needed and automatically cleaned up based on your organization’s policy.

Additional options for Enterprise plans

If you're on the Enterprise Plan and need more advanced data retention settings—such as organization-wide rules or custom configurations—please reach out to your Customer Success Manager. They can help enable options that go beyond what’s available in the standard admin settings.


Frequently Asked Question

Can I restore a transcript after it’s been deleted?


No. Once a transcript is deleted according to the retention policy, it is permanently removed and cannot be recovered.


Need help? Contact support.

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