Integrations and settings
API keys, security, retention, and export
Control API credentials, account security, data retention, and organization exports.
- Audience
- owners, administrators, developers
- Required role
- Owner or administrator; developers can manage keys only with the required capability.
- Product access
- Organization settings and API
- Navigation path
- Settings > API keys, Security, Retention, and Export
Outcome
Create scoped credentials, protect account access, and control retained or exported organization data.
Before you begin
- A named owner and purpose for every credential or export
Create an API key
Choose the minimum abilities and a descriptive name. Copy the token once into an approved secret manager, test the intended endpoint, and revoke unused or exposed keys immediately.
Protect account access
Enable available multi-factor controls, review connected identities and active sessions, and revoke sessions you do not recognize. Use password confirmation for sensitive changes.
Set retention
Choose retention according to legal, security, and product needs. Understand which source records, attachments, and derived records are affected before shortening a window.
Export organization data
Request an export from the settings page, wait for completion, and store the result according to policy. Exports can contain customer and engineering context and should expire from shared storage.
Related guides
API Reference
Browse authentication, abilities, endpoints, schemas, and examples.
Custom connectors and webhooks
Send normalized source records, authenticate safely, and process webhook outcomes.
Organization, teams, and communication settings
Manage organization details, teams, roles, and lifecycle communication preferences.