Who is this article for?

Site Administrators who want to set up expiry and anonymisation options for their site.

Site Admin permissions are required.

Removing personal data from your site is important in keeping your organisation compliant with data protection laws. This article will take you through the steps on how to easily deactivate and anonymise Contacts you store.

In this article:

1. General Options view
2. Contact Deactivation
3. Contact Anonymisation
4. Further reading

1. General Options view

To access General Options:

1. Open the Go To... menu.
2. Hover over 'Site Admin' at the bottom of the menu.
3. Select 'General' (under 'Site Options').

You will be taken to a page with a list of various site options.

2. Contact Deactivation

To set up automatic deactivation:

1. Go to the General Options view.
2. Select 'Contact Deactivation' from the list on the left.
3. Click 'Contact Deactivation▼'
4. Select 'Edit'.
   You'll be prompted to enter a value in days.
5. Click 'Done'.

You will be able to see your setting on the overview page once it refreshes:

To disable automatic deactivation, leave the value blank.

3. Contact Anonymisation

Before a Contact can be automatically anonymised, it needs to be deactivated.

To set up automatic anonymisation:

1. Go to the General Options view.
2. Select 'Contact Anonymisation' from the list on the left.
3. Click 'Contact Anonymisation▼'
4. Select 'Edit'.
   You'll be prompted to enter a value in days.
5. Click 'Done'.

You will be able to see your setting on the overview page once it refreshes:

To disable automatic anonymisation, leave the value blank.

4. Further reading

• Setting up automatic Report deletion
• Setting up automatic User expiry