purserDOCS

Account and data

Managing your own account and password, sign-in protection, exporting a workspace's data, deleting a workspace, and privacy basics.

This page has two parts: your own account (one per person), and the workspace's data (which belongs to the whole team).

Your account

The account page is at /app/account. It covers only you and does not change any workspace settings.

ItemDetails
Name (名字)The name your colleagues see, and the name customers see when you take over a conversation.
Email (邮箱)Used for signing in, password resets and billing notices. It shows as confirmed (已确认) or not yet confirmed (还没确认); if not confirmed, click "Send confirmation email" (发送确认邮件). The link in the email is valid for 24 hours.
Password (密码)Enter your current password and a new one (at least 8 characters). Changing it signs you out on your other devices.
Delete account (删除账号)See below.

A confirmation email is sent automatically when you sign up. You can sign in and use purser without confirming; the account page just keeps reminding you.

Forgot your password

  1. On the sign-in page, choose forgot password and enter your email.
  2. Open the reset link in the email. The link is valid for 1 hour.
  3. Set a new password. Resetting signs you out on every device; sign in again with the new password.

If you get a reset email you did not ask for, ignore it; nothing about your account changes.

If you are signed in and just want a new password, change it on the account page. If you have forgotten the current one, sign out first and use the steps above.

Deleting your account

On the account page, click "Delete my account" (删除我的账号) and confirm with your password. This cannot be undone: you leave every workspace and your sign-in sessions are deleted.

Deletion is refused while you are the owner of any workspace, and the message lists those workspaces. Hand each one over to someone else first (see Teams and routing) or delete it (see below), then delete your account. Workspaces where you are an admin or agent do not block it.

Sign-in protection

  • Sign-in, sign-up and password resets are rate-limited per IP address: at most 10 sign-in attempts a minute, and per hour at most 10 sign-ups, 5 password-reset requests and 5 confirmation emails. Past that, wait a while and try again.
  • On askpurser.com, signing up, signing in and requesting a password reset include a Cloudflare human verification check.
  • Resetting a password ends the sessions on every device, so anyone who knew the old password is signed out too.
  • A new password (on sign-up, change or reset) is refused if it appears in known data breaches. The check sends only the first 5 characters of the password's hash, never the password itself.
  • The sign-in page marks the method you used last time (Last used).

Passkeys

Under Account settings → Passkeys, click Add passkey and confirm with your fingerprint, face, device PIN or a security key. After that, Continue with Passkey on the sign-in page signs you in with no password; browsers can also offer the passkey straight from the email field.

A passkey is tied to askpurser.com and to your device (or your password manager's sync). You can rename or delete it from the same card.

A passkey is not the same as two-step sign-in. If your workspace requires two-step sign-in for everyone, turn it on as well.

Two-step sign-in

Turn on Two-step sign-in in Account settings: enter your password, scan the QR code with an authenticator app (Google Authenticator, 1Password, Microsoft Authenticator and the like) and confirm with the 6-digit code it shows. You then get a set of backup codes, each usable once if you lose your phone; keep them safe (you can download or print them, or regenerate them, which makes the old ones stop working).

From then on, signing in with your password also asks for the code from the app; tick Trust this device to skip the second step on that device.

Require it for everyone: owners and admins can turn on Require two-step sign-in for everyone under Settings → Workspace & data → Security (you must turn it on for yourself first). Members who haven't turned it on then only see how to turn it on; the rest of the console, and any AI assistant they connected, stops working for them until they do.

Audit log

Under Settings → Workspace & data → Security is the audit log, visible to owners and admins only. It records who did the following and when (including through an AI assistant):

  • Members: invitations sent or cancelled, role changes, removals; changes to the workspace's name or address.
  • Keys: API keys created or revoked, the identity secret rotated, allowed websites changed.
  • AI: autonomy levels changed, releases published, a blocked release force-published.
  • Money and plan: plan changes, refund settings, compensation limits, the "Powered by purser" badge.
  • Other: the help center switched on or off and its address, the certification gate, the two-step requirement, data exports, workspace deletion started.

Secrets never appear in the log. Refunds and compensation keep their own step-by-step record; see Refunds and Compensation. A workspace data export includes the audit log.

Exporting a workspace's data

In Settings (设置) → Workspace & data (工作区与数据) → Export data (导出数据), click "Export all data" (导出全部数据). Only owners and admins can export.

  • The export contains every record the workspace has in the database: conversations, messages, customers, orders, knowledge, tags, notes, feedback and so on.
  • The result is one NDJSON file named like purser-<workspace name>-<date>.ndjson. The first line says which workspace it is and when it was exported; every line after it is one record, with the table it came from:
{"purserExport":1,"workspace":{"id":"…","name":"…"},"exportedAt":"2026-09-26T08:00:00.000Z"}
{"table":"customer","row":{"external_id":"c_1001","name":"…"}}
  • Keys and tokens are never exported: any field whose name contains secret, token, password, hash, signature or sealed is left out.
  • Uploaded original files and images (knowledge files, customer photos and so on) are not in the file; it holds records only.
  • A large workspace takes a while; the page shows progress (which table, how many rows so far). Keep the page open until it finishes.

Deleting a workspace

In Settings (设置) → Workspace & data (工作区与数据) → Delete workspace (删除工作区). Only the owner can delete it.

  1. Click "Delete this workspace" (删除这个工作区).
  2. Type the workspace name to confirm and click "Delete permanently" (永久删除).

The moment you confirm:

  • All integration keys stop working; the chat window and the API stop serving this workspace.
  • The subscription is cancelled at once, with no refund for the current period and no further charges.
  • Every member loses access.

The rest is deleted in the background: every conversation, the team's presence, the knowledge base (including its search index), uploaded files, and finally every database record of the workspace.

This cannot be undone. Export first if you may need the data.

Privacy

  • For your customers' data, your store is in charge and purser processes it on your behalf, only to answer your store's customers, route conversations to your team and show you your own reports.
  • Customer identity is never carried from one visitor to another, and one store's data is never used for another store.
  • Your data is not used to train models, and is not sold or used for advertising.
  • For paid workspaces, company name, address, tax ID and billing email are held by Stripe; purser never sees or stores full card numbers.
  • If your customers want to access or delete their data, they should contact your store; purser helps you respond.

The full text is in the Privacy Policy. Send privacy questions and requests to support@askpurser.com.

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