Docs
clear, personal , data, button, Unable, cancelled, state
Unable to see the “Clear Personal Data” button for users
PII for a customer record can be deleted when and only when all subscriptions associated with the re
461783
2022-09-05T13:29:24Z
2024-08-30T10:36:35Z
91
0
0
255559
Unable to see the “Clear Personal Data” button for users
Why can't I see the “Clear Personal Data” button on the Customers tab
Clear Personal Data button not shown on the Customers page to delete PII data
Summary
PII for a customer record can be deleted when and only when all subscriptions associated with the record are in a cancelled state. Once deleted, the data cannot be recovered by any means so please observe caution, especially when setting the data retention period field to “immediately”.
You can use the web interface to issue deletion requests for individual customer records. This is done using the Clear Personal Data button on the customer details page. The button is only shown for eligible customer records.
Solution Pre-requisites:1. List of Personal Data is configured under Settings > Configure Chargebee > Personal Data.2. All subscriptions associated with the record are in cancelled state.Answer:
Only the “Admin” role (with Full Access) will have access to the “Clear Personal Data” button for the Customers as per the [Personal Data Management governance in Chargebee for PII data.
](https://www.chargebee.com/docs/2.0/personal-data-management.html#eligibility-for-pii-deletion)The below user roles will not have access to this action by design:
Tech Support
Analyst
3, Sales Agent
Customer Support
Sales Manager
Finance Executive
Once this action is performed, there is no way to recover the lost information as per the GDPR compliance requirements.
We can always create Custom Roles with the permission “customers.clear_pii” assigned for this action to be exposed in the required custom role.
Billing/how-to-export-the-chargebee-iso-27001-certificate.txt
Billing/how-to-reset-the-2-factor-authentication-on-my-chargebee-account.txt
Billing/soc-1-soc-2-type-ii-reports.txt
Billing/what-is-pci-compliance-and-how-to-export-the-chargebee-pci-dss-pci-dss-aoc-certificate.txt