Use case: You want a copy of your portal data for your records, you are leaving ManyRequests, or someone asked you to delete their personal data. This article shows what you can export yourself, how deleting works, and how to have your whole portal deleted.
Who can do this: most exports and deletions are done by admins and portal admins. Team members only see the ones their permissions allow, for example exporting the team list. Only the portal admin can cancel the ManyRequests subscription or ask us to delete the portal.
Export your data
Most lists in your portal have an Export option that downloads a spreadsheet. For example, to export your requests:
In the sidebar, click Requests. Apply a search or filters first if you only want some requests: the export follows them.
Click the options button next to Filters and select Export.
In the Export requests window, click Export. Your browser downloads the file.
Here is everything you can export yourself:
Data | Where | Learn more |
Requests | Requests, options button, Export | |
Clients | Users > Clients, options button, Export (pick a date range) | |
Team members | Users > Team, options button, Export (pick a date range) | |
Invoices | Invoices, Export (pick a date range) | |
Timesheets | Reports > Timesheets, Export CSV | |
Reviews | Reports > Reviews, Export CSV | |
Response times | Reports > Avg. response time, Export CSV | |
Client subscriptions | Reports > Subscriptions, Export |
Need everything? The exports above cover your lists and reports. For a more complete export of your portal (for example comments, services and organizations), contact our support team through the chat in your portal.
Delete requests, clients and team members
When you delete a request, a client or a team member, it disappears from your lists, but it is not erased: you can restore it later. See:
If a client or team member asks you to erase their personal data for good, delete them in your portal first, then contact our support team through the chat in your portal. Tell us the person's name and email address and we'll remove their data permanently.
Delete your whole portal
You can't delete your portal from inside the app. To close your account and have your data deleted:
Export anything you want to keep (see above). Once your portal is deleted, it can't be recovered.
Cancel your ManyRequests subscription. In the sidebar, open Settings, click Profile and account, open the Subscription tab and click Cancel subscription. See How to manage your ManyRequests subscription.
If you want your data deleted sooner, contact our support team through the chat in your portal and ask us to delete your portal.
After you cancel, we keep your data for 30 to 90 days in case you want to come back. After that, it is deleted, unless we must keep it for legal reasons. Learn more in our GDPR article.
Frequently asked questions
Can my clients export or delete their own data?
No. Clients can't export lists or delete their account themselves. As the agency, you control your clients' data, so they should ask you. You can then export or delete it as described above.