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Know the records involved
Your business may hold menus, recipes, stock movements, customer orders, website content and account records. These do not all live in the same system. Payment providers and connected services may keep their own records of the activities they handle.
Match responsibilities to your setup
Review the data-ownership and package terms for your chosen service. Self-managed hosting and Chyve-managed hosting place different maintenance responsibilities on your team. Ownership does not mean every record is included in every export format.
Control access
Give access only to people who need it and review connected accounts as well as workspace memberships. A support or agency relationship should have a defined scope. Keep private customer data out of public screenshots and shared documents.
Plan retrieval
Identify which supported exports and backups cover the information you need, and test that you can read them. Before a move or cancellation, agree the retrieval steps and timing. Use the maintained data-ownership page for the current policy rather than treating this guide as a replacement for the service terms.
Need help with this task? Contact Chyve with the relevant business and record reference. Keep passwords and private access links out of your message.