We’re in the process of setting up our instance and have a GDPR-type question. The platform will mostly be for customer onboarding and training and we’ve got some strict data retention policies. We were hoping to achieve something along these lines
- If the account is active, we keep the data indefinitely.
- After 12 months of inactivity, notify the user (ideally via email) that if they do not login, we will delete their account.
- If they don't login within one month, we delete their account.
We’ve worked out that we can use “automation” to “expire” users after 12 months of inactivity. The two things we haven’t worked out is a) how to notify users before we expire them to give the an opportunity to keep their account and b) how to automatically delete expired users after a certain time.
Any advice welcome - thanks in advance