Privacy, export and deleting your account

Use this to keep a copy of your referrals, make a privacy request, or close your account for good.

Export your referrals

Open Overview in the left menu.
On the Open referrals card, click Export CSV. On a phone, it shows as a download icon.
In the Export Referral Desk window, click Download CSV.

The CSV covers your referral list. For a full copy of your account data, a correction, or any other privacy request:

Open Help & support at the bottom of the left menu. On a phone, tap your photo at the top right, then Help & support.
In Open a support ticket, set Category to Data & privacy.
Describe what you need and click Submit ticket.

You can also email operations@refervia.com from the email on your account. The team checks it is really you before acting.

Export anything you want to keep first.
Open Settings in the left menu. On a phone, tap Settings in the bottom bar.
Scroll to the bottom and click Delete account.
Read what will be removed, then click Continue.
Type DELETE in the box.
Tick I understand my account and its data will be deleted permanently and can't be recovered.
Click Delete my account permanently.

Deleting removes your profile, settings and sign-in, your Trusted Partners list and connections, the referrals you sent and their history, and your messages and support conversations.
Referrals partners sent you stay in their accounts, because they own those client records.
Deletion happens right away. It can't be undone, but you can create a new account later.
Full policies live under Legal & policies at the bottom of the left menu, including Your Privacy Choices.

"Export CSV is grayed out": You have no referrals yet. Send or receive one first.
"It says I own a team with other members": Remove your Team Members from the Team page first, or contact support to transfer ownership.
"I changed my mind": Click Keep my account or Cancel before the last step. Nothing is deleted until then.

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