In Lightspeed OnSite, you can delete user data to comply with user privacy requests. As this is an irreversible action, you'll need access to the following user privilege:
- Setup Users
You can delete a user' data by:
- Anonymizing their personal data
- Deleting their user account
We recommend anonymizing their personal data as your first course of action. Before deleting a user's data, we also recommend that you:
- Do your due diligence to confirm the identity of your user before completing their privacy requests.
- Identify any potential reason why, as a OnSite account owner, you might need to keep some of the personal data that your user is requesting to delete (e.g. for tax, regulatory or payment processing (chargeback) reasons).
1. Anonymizing a user's personal data
When trying to delete a user that's attached to an invoice, quote, or any other documents in your account, you might be greeted with the below error message explaining that your user can't be deleted.
This error message is usually seen if you're running a newer version of OnSite (2016 1.3.1 or later). Because older versions may not warn you of these additional documents that contain your user's personal data, we recommend starting by anonymizing your user's personal data rather than deleting their user account.
- In OnSite StoreMaster, click Tools > Setup.
- In the new Setup window, click Basics > Users > Open.
- In the new Users window, select the user you want to delete.
- Under the User tab on the right, anonymize all fields containing personal data by entering xxxxx or special characters.
- Click Save.
The user's personal data is now officially anonymized.
NOTE: If you're an Omnichannel merchant, you'll also need to delete your user's data from your eCom store to complete their privacy request. For instructions, please see Managing privacy requests in the eCom Help Center. Similarly, if you've integrated your Retail account with one of our partners, you'll need to contact them directly to learn what personal data they have and how to complete your customer's privacy request on their end.
2. Deleting a user account
Once you've anonymized your user's personal data, you can also delete their user account entirely.
- In OnSite StoreMaster, click Tools > Setup.
- In the new Setup window, click Basics > Users > Open.
- In the new Users window, select the user you want to delete.
- From the bottom-left, click the - icon. You're greeted with a warning.
- Once you've read and understood the warning, click Delete.
The user account is now officially deleted from your list of users.
NOTE: If you're an Omnichannel merchant, you'll also need to delete your user's data from your eCom store to complete their privacy request. For instructions, please see Managing privacy requests in the eCom Help Center. Similarly, if you've integrated your OnSite account with one of our partners, you'll need to contact them directly to learn what personal data they have and how to complete your user's privacy request on their end.
