Please navigate to the “Administration” section in the portal. You will see the screen below:

Click “Groups” in the left-side vertical menu:

In the “Groups” section you will see “Retention Administrators” Click the group name, the bottom will expand and you will see the following section:

Click the Users tab and then Modify. A window will open up, change the tab named “This Group” to “All”. You can search by Name, Username, Email, or Company:

Once the user is found, select it and click Save. 

After that refresh the page. It will take you back to the main screen. You can then go back to the Administration section and now you will see the Retention section. 

Please refer to the user guide to assist in setting up file retention rules.

Administration Guide - Retention