# How to Control Data Export Permissions for Team Members Protect sensitive prospect, lead, and engagement data by controlling who on your team can export it, and how. ## **Why This Matters** By default, all Saleshandy users can export data. For growing SDR teams and enterprises, this creates risk: reps who churn or leave can take your prospect lists, lead data, and engagement reports with them. The **Export Control** setting lets Owners and Admins decide: - Whether team members can export data at all - Whether they can request an export (with the file going to the admin's email instead) ## **Who Can Configure This** Only **Owners** and **Admins** can change these settings. Team Managers and Team Members cannot access or modify export controls. Export Control settings are not applicable to agency users or users added as a client. ## **Where to Find It** **Admin Settings → Team Management** The two export control toggles appear in the same section as the "Allow team members to see prospects of each other" setting. ## **The Two Toggles** ### **Toggle 1: Allow team members to export data** **"Allow team members to export prospect, reports, lead and engagement data"** | State | What happens | | ------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------- | | ON (default) | All users can export. Toggle 2 becomes available. | | OFF | Export completely blocked for all Team Managers and Team Members. Export API also rejects non-admin requests. Toggle 2 is locked OFF and cannot be enabled. | ![](https://downloads.intercomcdn.com/i/o/g27xawt4/2514071053/39ed49098323968bab55d0e44d34/a70b3096-b138-4b8c-9188-51e1c33b9940?expires=1793478600&signature=10c9d7df1b1f0a381dd74e6f1c9342a91a4eb4ddd1fceb3de77d1259c080e6ef&req=diUmEsl5nIFaWvMW1HO4zeZaKRfeW3DCcSu51JJjUI5S6f9fXhWgw9%2F14S%2FW%0AUa7NX0l8keulgOSwXNM%3D%0A) ### **Toggle 2: Allow export requests *(only active when Toggle 1 is ON)*** **"Allow export requests - report is directly sent to admin's email instead"** | State | What happens | | ------------- | ------------------------------------------------------------------------------------------------------------- | | OFF (default) | Team members export directly — file goes to the user. | | ON | Team members can still trigger exports, but the file is sent to the Owner's registered email, not the user's. | ![](https://downloads.intercomcdn.com/i/o/g27xawt4/2514071055/f708079dacb9965a58ae1ddd5abc/9fe4b167-8a99-49ae-8b9e-89fa18cf3dfa?expires=1793478600&signature=4477bc2bf0e47ce5ea9a14ce04bc6f2021d8f91eb07af00575c754a40695c14a&req=diUmEsl5nIFaXPMW1HO4zYGqlCtAJkUUiuajZOhzscxSf3yDoCHyCLwNypxX%0At12awCntXbuJpYNViLc%3D%0A) ## **What Team Members See** ### **Scenario A - Toggle 1 ON, Toggle 2 OFF (default)** Normal export experience. Files download directly to the team member. ### **Scenario B - Toggle 1 OFF** The export button is **not visible** anywhere in the product for Team Managers and Team Members. Toggle 2 is locked OFF. ### **Scenario C - Toggle 1 ON, Toggle 2 ON (Admin-routed export)** 1. Team member clicks **Export** 2. A **confirmation dialog** appears before the export starts 3. After confirming, toast appears:*"Data export has been started and will be sent to Admin ()"* 4. Exported file delivered to the **Owner's registered email address** ## **What the Admin/Owner Receives** When a team member requests an export (Scenario C), the Owner receives an email with: - **Requester name** - who requested the export - **Data type** - what was exported (prospect/lead/report/engagement) - **Timestamp** - when the request was made ## **Who Is Always Exempt** **Owners and Admins are never restricted.** Their export access works normally regardless of how either toggle is set. ## **What "Export" Covers** These controls apply to **all** export paths in Saleshandy, not just the main prospect list: | Category | Locations | | -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Prospects | Sequence Prospects tab, CRM tab, Subsequence tab | | Emails | Sequence Emails tab | | Leads | Lead Finder people page, Lead Finder saved lists, Lead Finder v2 people page, Lead Finder v2 saved people lists | | Companies | Lead Finder v2 company page, Lead Finder v2 saved company lists | | Reports / Engagement | Reports sequence tab, team tab, email-account tab | | Other | Mailbox emails, email verifier report, CSV enrichment results, Inbox Radar seed test report, dialer call summary report, dialer detailed call report, do-not-contact list, do-not-call list, team user sessions, AI credits, credit history, dialer credits | ## **FAQ** **### Does this affect Owners and Admins?** No. Owners and Admins always have full export access. **### If export requests are enabled, which email gets the file?** The Owner's registered email, not the requesting user's email. **### Does this apply to agency accounts or users added as a client?** No. Export Control settings are not applicable to agency users or users added as a client. **### Is only the UI restricted, or the API too?** Both. When Toggle 1 is OFF, the export API endpoint also rejects non-admin requests. **### What does the team member see after requesting an export when the export request is enabled?** Toast: *"Data export has been started and will be sent to Admin ()"* **### Can I route exports to admin email without fully blocking direct export?** No. Toggle 2 only works when Toggle 1 is ON. If Toggle 1 is OFF, exports are fully blocked and Toggle 2 cannot be enabled. **### Does this apply to CSV enrichment downloads?** Yes. CSV enrichment result downloads are included. **### What is the default state?** Toggle 1 is ON by default. All existing teams preserve current behavior. No action needed unless you want to restrict access.