
Account settings on the General tab
Retention period, Restrict Support Access and Multi-Factor Authentication (MFA) are shown to admins. An admin whose Manage account settings permission is turned off can see them but not change them - see Access Permissions.
Retention Period
How long call recordings and transcripts are kept: 90 days, 180 days, 1 year (default), 2 years to 5 years, or Custom. A custom period is set in days, with a minimum of 5 - an empty or smaller value falls back to 1 year. The change is saved as soon as you pick a value. Recordings and transcripts older than the retention period are deleted. Contacts and call details such as status and duration are kept. Each account - including each subaccount - has its own retention period.Restrict Support Access
Turn this on to keep support staff and account managers out of your account. If you need help from a specific support person, invite them on the Members tab - as a member, they can access the account again.Multi-Factor Authentication (MFA)
Turn this on to require every member of this account to enter a code from an authenticator app each time they log in. It applies from each member’s next login, including logins with SSO. Admins of a main account who work in its subaccounts follow their own account’s MFA setting.- First login: The member sees Set up two-factor authentication. They scan the QR code with an authenticator app, such as Google Authenticator, or type in the manual entry key, then enter the 6-digit code and click Verify & continue.
- Every login after that: They enter the 6-digit code from the app under Two-factor authentication and click Continue.
⋯ menu, and the member sets up the app again at their next login. Accounts that use SSO don’t have this menu - contact support instead.
Each subaccount turns MFA on or off separately.