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 anonymise 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 Anonymise 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 anonymise.
Click Edit > Anonymise 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 Anonymise.
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 Anonymise the User's Name
After performing the above steps, you can anonymise 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 anonymise.
Click Edit > Anonymise Name and then click OK to confirm.
This replaces the name with an Anonymised Account; all traces of their identity will no longer exist.
How to View Anonymised Accounts
Click Customize Filters.
Click Account Status or Member Status on the left.
Click Anonymise 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 anonymised.