#Data Governance

Role	Access Level
Client Admin	View only (detail)
Client Manager	View only (summary)
Client Staff	No section

#Overview

Data Governance shows the retention policy that applies to your organisation. Client roles cannot edit this section. Partner administrators manage retention policy changes, and the portal displays the current policy returned by the AiDial API.

#Prerequisites

You are signed in to the AiDial portal. See Signing In for instructions.
Client Admins can review the detailed retention policy.
Client Managers can review the summary only.
Client Staff do not receive this Settings section.
Open Settings from the sidebar, then select Data Governance. The direct route is /settings?section=data-governance.

#Viewing Data Governance Settings

Open Settings from the sidebar.
Select the Data Governance tab.
Wait for the retention policy to load. You do not need to enter or send an API key from the browser.
If you are a Client Manager, review the summary message and effective date for the current jurisdiction profile.
If you are a Client Admin, review the detailed policy fields: jurisdiction, effective date, compliance status, and the retention durations for call recordings, call transcripts, and analytics or usage data.
If no retention policy has been configured, the panel tells you to contact your service provider for details.

Client Admin and Client Manager views are read-only. To request a change to the jurisdiction profile or retention durations, contact your AiDial delivery partner.

#Field Reference

Field Name	Client Admin View	Client Manager View
Jurisdiction profile	Shows the current jurisdiction display name.	Included in the summary message.
Effective since	Shows the effective date for the current policy.	Shows the effective date for the current policy.
Compliance status	Shows whether the current policy is compliant, non-compliant, or custom unvalidated.	Not shown in summary mode.
Call recordings retention	Shows the retention duration.	Not shown in summary mode.
Call transcripts retention	Shows the retention duration.	Not shown in summary mode.
Analytics / usage data retention	Shows the retention duration.	Not shown in summary mode.

#Access and Scope

The Settings sidebar entry is visible only to roles with a meaningful Data Governance view, but navigation visibility is not the security boundary. Access is checked again when the panel loads.

For client roles, tenant scope comes from the signed-in session. The page does not allow you to choose another tenant, and out-of-scope or unsupported access is returned as not found rather than exposing tenant details.

#Common Issues

Issue	Resolution
Data Governance is unavailable	Client Staff do not receive this Settings section. Ask a Client Admin or Client Manager to review the policy.
I only see a summary	Client Managers have summary-only access. Ask a Client Admin or your AiDial delivery partner if you need the detailed retention durations.
I cannot edit the policy	Client roles are read-only. Contact your AiDial delivery partner to request changes.
No retention policy is configured	Contact your service provider for details.
The panel fails to load	Select Retry. If the error continues, contact your AiDial delivery partner.
I want to change the jurisdiction profile or retention durations	These changes must be arranged through your AiDial delivery partner. They cannot be changed by client roles from this portal section.