Retention Policies in Fathom

Edited

Setting a Retention Policy allows organizations to automatically delete recordings in Fathom after a configured period of time, helping teams manage data privacy and comply with internal policies.

This feature is only available to customers on the Team Edition Pro (TE Pro) plan.


🕒 What Is a Retention Period?

A retention period is the amount of time recordings are kept before they are automatically deleted from Fathom.

Once a retention rule is active, any recording older than the set period will be permanently deleted.

🛠️ Where to Set Retention Rules

If you’re on the TE Pro plan, you can now manage this directly from your Fathom dashboard:

Team Settings > Compliance > Retention Policy

From here, team admins can:

  • Set the desired retention period

  • Make changes at any time


🧭 If You're Not on TE Pro

If you want to use retention settings but aren't sure of your current plan:

  • If you're already on Team Edition (TE Standard), email help@fathom.video. We’ll route your request to our Customer Success team to help explore upgrading.

  • If you're not yet on Team Edition, reach out to:

    • support@fathom.video, or

    • Your Fathom Sales representative

They can help get you set up with the right plan for your team.


❓FAQs

Can I apply different retention rules for internal vs. external meetings?
No — we only support a single policy per team. All calls are treated the same once a rule is applied.

Can I request a custom retention period?
Yes! If you’d like a time frame that isn’t listed in the UI (e.g., 18 months), reach out to help@fathom.video. Custom durations are subject to engineering approval.