Permissions are required to manage accounts. Click here to learn how to view your permissions.
Users with associated financial data in their account data cannot be deleted to preserve our database integrity. In our effort to be GDPR compliant, we offer the option to anonymize the user's data. You can view more resources about complying with the GDPR by clicking here.
NOTE: This process cannot be undone and will hide the account information from the organization admin. Users can fill out the Data Subject Request Portal form if they want their account and information deleted. To learn more, click here.
How to Anonymize the User's Data
To "delete" an account, click Org Tools > Accounts in the side menu.
To "delete" a member, click Org Tools > Members in the side menu.
Check the box(es) by the account(s) or member(s) you want to anonymize.
Click Edit > Anonymize and then click OK to confirm.
For accounts, this replaces all fields, except their name for accounts, with random characters and changes the status to Anonymize.
This allows you to see their name in billing reports if needed.
For members, this will replace all fields with data with random characters or blanks.
How to Anonymize the User's Name
After performing the above steps, you can anonymize the user's name if they want all traces of their account removed from your system.
Check the box(es) by the account(s) whose names you want to anonymize.
Click Edit > Anonymize Name and then click OK to confirm.
This replaces the name with an Anonymized Account; all traces of their identity will no longer exist.
How to View Anonymized Accounts
Click Customize Filters.
Click Account Status or Member Status on the left.
Click Anonymize on the right, click other statuses with a checkmark to deselect them, and then click Done.
You will now see all accounts or members that have been anonymized.