Deleting an account in gaiia

Overview

gaiia now allows the ability to delete an account within gaiia. There are many occasions in which such a functionality can be very beneficial. Keeping your reports accurate or clearing out duplicate/test accounts are just a few.

In this article, we’ll be covering how to delete an account within gaiia, what the pre-requisites are, and what the impacts are for completing this action.

Deleting an Account in gaiia

To be able to delete accounts in gaiia, you'll need to have the Admin > Accounts > Delete permission enabled for your role.

Luckily, deleting an account within gaiia is a relatively straightforward process. To delete an account, simply open the customer’s account within gaiia, click on the Settings tab, and under Account Settings will be the option to delete the account.

You’ll see in the image above that the delete button is greyed out. This is because the account does not meet all of the criteria:

1. Account is Inactive
2. Account has no shared subscriptions
3. Account is not a part of a bulk property
4. Account has not provided a referral code to another account

Once the account meets those criteria, you can click the Delete account button, and a modal will appear where you’ll need to type out delete (case sensitive) in order to proceed. This process requires this as the deletion of an actual account may have larger, unintended impacts.

Once you’ve successfully deleted the account, a few things will occur:

1. Be unlinked from all linked entity fields it’s associated with
2. Be removed from reporting
3. CPE will be removed from the account and left with no location
4. Be removed from the search bar
5. Be removed from all lists

And just like that, you’ve successfully deleted an account within gaiia.

To prevent errors with reporting and accounting, please ensure that you’re deleting the correct account as this action cannot be undone.