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Frequently Asked Questions
Where are integrations managed?
Manage third-party integrations from Settings > Integrations. See the Documentation or contact support for help.
How do I invite clients to my workspace?
Navigate to your project, click "Invite Client", enter their email address, and they will receive an invitation to join your client portal.
How do I cancel my subscription?
Go to Settings > Billing, and click "Cancel Subscription". Your access will continue until the end of your current billing period.
Can I export my data?
Yes, you can export your projects, clients, and communication history from Settings > Account > Export Data.
How do I disconnect third-party integrations?
Go to Settings > Integrations, find the integration you want to disconnect, and click "Disconnect". This will remove all stored tokens and data related to that integration.
What happens to my data when I delete my account?
When you delete your account, all your personal data, projects, and integrations are permanently deleted within 30 days. This action cannot be undone.
Documentation
Learn how to use Clienwork effectively