Account & Billing¶

Manage your Dxtra account, workspace settings, and billing information.

Your Account¶

Profile¶

Edit your user profile:

• Name — Your full name
• Email — Account email (used for login and notifications)
• Avatar — Profile picture
• Language — Preferred interface language
• Timezone — For correct deadline and reporting times

Password & Security¶

Manage your account security:

• Change password
• View active sessions
• Revoke sessions
• Enable/manage multi-factor authentication
• Recovery codes (save securely)

Notification Preferences¶

Choose how you want to be notified:

• Email notifications
• DSRR deadline reminders
• New requests
• System updates
• Frequency (daily, weekly, etc.)
• In-app notifications (bell icon)
• Slack integration
• SMS alerts (available on some plans)

API Keys¶

Manage personal API keys for programmatic access:

• Create new key
• View existing keys (partially masked)
• Revoke keys
• Rotate keys regularly for security

Learn about API authentication →

Workspace Settings¶

Workspace Information¶

Edit workspace details:

• Name — Your workspace name
• Logo — Company logo for branding
• Website — Your company website
• Support Email — For customer inquiries
• Privacy Officer — Contact person for privacy requests

Regional Settings¶

• Timezone — For all timestamps and deadlines
• Currency — For billing display
• Language — Default interface language
• Date Format — How dates are displayed

Default Configurations¶

• Default Regulation — GDPR, CCPA, or other
• Default Consent Categories — Pre-check when creating activities
• Default DSRR Deadline — Based on regulation
• Retention Period — How long to keep request data

Workspace Management¶

Create Workspace¶

Have multiple privacy programs? Create additional workspaces:

1. Click + New Workspace
2. Enter workspace name
3. Choose region (affects data residency)
4. Select initial setup path
5. Workspace is ready to use

Switch between workspaces using dropdown menu in top-left.

Switch Workspaces¶

If you're in multiple workspaces:

1. Click workspace name in top-left
2. Choose workspace from list
3. You're now in that workspace

Workspace Switcher¶

See all your workspaces and quickly switch between them.

Billing & Subscription¶

Full billing details →

Quick access to:

• Current plan
• Billing address
• Payment methods
• Invoices
• Usage limits

Security & Privacy¶

Data Residency¶

Choose where your data is stored:

• US — Data centers in United States
• EU — GDPR-compliant EU data centers
• Asia-Pacific — Data centers in Singapore/Australia

Selected at workspace creation; cannot change after.

Encryption¶

All data encrypted:

• At Rest — AES-256
• In Transit — TLS 1.2+
• Customer-controlled encryption — Available on Enterprise plan

Compliance Certifications¶

Dxtra certifications roadmap:

• SOC 2 Type II (on the roadmap)
• ISO 27001 (on the roadmap)
• GDPR compliance
• CCPA compliance

View security details →

Data Export & Deletion¶

Export Your Data¶

Export all workspace data:

• DSRR requests and history
• Documents and processing activities
• Audit logs
• Team member information
• Configuration

Download data →

Delete Workspace¶

Permanently delete workspace and all data:

1. Go to Workspace Settings
2. Click Delete Workspace
3. Type workspace name to confirm
4. Data is permanently deleted
5. Cannot be recovered

Integration Settings¶

Connected Platforms¶

View all integrated systems:

• Shopify, WooCommerce
• Salesforce, HubSpot
• Mailchimp, Klaviyo, Customer.io
• Stripe, QuickBooks, etc.

For each:

• Connection status
• Last sync time
• Permissions granted
• Disconnect/revoke access

Manage integrations →

API Access¶

Manage API keys and webhooks:

• Create/revoke API keys
• View API usage
• Configure webhooks
• Test webhook delivery

API documentation →

Help & Support¶

Documentation¶

• In-app documentation link
• External docs: https://docs.dxtra.ai
• Video tutorials
• Frequently asked questions

Resources →

Support¶

• In-app chat (available 9am-5pm PT)
• Email: support@dxtra.ai
• Status page: https://dxtra.instatus.com

Feedback¶

Have suggestions? We'd love to hear:

• Feature requests
• Improvement ideas
• Bug reports

Share feedback →