How to manage data and privacy settings

The Data & privacy section gives organization owners tools to export workspace data and manage communication consents. See how to review organization access and security for team access.

Open Data & privacy

1. Select Settings in the left navigation.
2. Choose Data & privacy in the settings sidebar.

Export data

1. Organization owners can select Download my data to receive a JSON export.
2. Store exports securely and share only with authorized advisors — see how to share documents with your firm when working with a gestoria.

Manage consents

1. Toggle product news or marketing consents as needed.
2. Changes save immediately for the signed-in user context.