When a user requests their account data to be hard deleted but has associated financial data, we cannot delete it to preserve our database integrity. So, to be GDPR compliant, we offer the following tools.
How to Anonymize the User's data
To "delete" an account, click Team Tools > Accounts in the side menu.
To "delete" a member, click Team 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 will replace all fields except their name for accounts with random characters and change their status to Anonymize. If you click their name, only their name will be recognizable if an account, and all other tabs will be disabled. 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
If the user wants all traces of their account identity removed from your system after performing the above steps, you can also anonymize their name.
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 will replace their name with an Anonymized Account; thus, all traces of their identity will no longer exist in the system.
How to View Anonymized Accounts
Click Customize Filters.
Click Account Status or Member Status on the left.
Click Anonymize on the right, then click other statuses with a checkmark to deselect them, then click Done. You will now see all accounts or members that have been anonymized.