Removing End Users
Removing an End User will permanently delete their Profile, along with all associated activity and conversation data. In order to remove an End User, navigate to their profile, click on the ellipsis symbol (three dots) in the top right-hand corner, and select "Remove Profile".
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Any external calendar events synced to Planhat which have no End Users associated with them will also be removed - this could happen after removing an End User.
Archiving End Users
Archiving an End User will archive their Profile and all associated data, activities and conversations. Archived End Users may still get associated with new conversations and in the unlikely event we receive tracking events for them, they will be saved.
They will not show in search. In addition, archived End Users will not count towards the "total users" metric in your usage reports.
You can archive End Users individually by following the same instructions above for removing End Users and selecting "Archive Profile".
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Deleting or archiving End Users in bulk
It's easy to delete or archive multiple End Users at once via the Data Explorer. Simply use the checkboxes to select the End Users in question, and then select "Archive" or "Delete" from the menu that appears at the bottom of the screen. Remember you can apply a filter first to help with your selection.
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Viewing archived End Users
It's easy to view archived End Users in Data Explorer (shown below) or in a suitable Page (e.g. an End User Data Table) - simply apply a filter where "Archived is equal to True".
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