> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insight.nobly.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Scheduling & access

> How retention processing is scheduled and paused, and how retention capabilities are granted to user groups.

## Scheduling and processing

Retention **processing** — the recurring job that tags, approves, deletes, and purges documents — runs on a schedule, separately from the rest of the feature.

* **It can be turned off independently.** While processing is off, you can still author policies, run simulations, place legal holds, and review everything in the UI — but no documents are tagged or deleted. This is the safe default until the first policy is signed off.
* **By default it runs overnight** — a daily cycle starting at 10 PM, within a 22:00–06:00 processing window, in the tenant's time zone. A cycle that starts inside the window may finish after it, but a new cycle won't start outside the window.
* **The schedule is set per tenant.** Place it in your quiet hours, clear of business hours, backups, and any indexing or AI processing.

Processing runs automatically on its schedule; there's no manual "run now" button in the product UI. If you need deletion to happen sooner, adjust the schedule.

## Access and permissions

Retention access is granted per capability to **user groups**, under **Settings → Access → Permissions**. A user receives the combined permissions of every group they belong to. Changes to a group's grants take effect within a few minutes.

`retention.admin` is a catch-all: on its own it satisfies every retention permission check, so granting it is equivalent to granting everything below. Treat it as a tenant-administrator grant.

| Capability                    | Grant to                                                                                               |
| ----------------------------- | ------------------------------------------------------------------------------------------------------ |
| `retention.policies.view`     | Anyone who needs to see policies — auditors, support                                                   |
| `retention.policies.manage`   | Retention administrators only                                                                          |
| `retention.documents.view`    | Same as policies.view — the per-document status shows what policy is acting on a document              |
| `retention.documents.rescue`  | Document owners or a designated rescue group                                                           |
| `retention.documents.exclude` | Retention administrators; rarely a wider group                                                         |
| `retention.approvals.view`    | Anyone in the approval chain                                                                           |
| `retention.approvals.manage`  | Members of approver groups (further restricted per policy by its approver-group config)                |
| `retention.holds.view`        | Legal / compliance team                                                                                |
| `retention.holds.manage`      | Legal / compliance team                                                                                |
| `retention.simulate`          | Anyone authoring or reviewing policies                                                                 |
| `retention.quarantine.view`   | Support / operations                                                                                   |
| `retention.quarantine.manage` | Support / operations                                                                                   |
| `retention.reports.view`      | Auditors, compliance, anyone reviewing retention activity                                              |
| `retention.admin`             | Tenant administrators only — satisfies every retention permission check on its own. Grant deliberately |

The retention navigation appears once the feature is switched on for the tenant; the individual screens then check the relevant permission, so a user only sees what their groups allow.

## Where to read next

<Card title="Setup & troubleshooting" icon="list-check" href="/retention/setup" horizontal>
  Stand retention up on a new tenant, and resolve common issues.
</Card>
