# How to Delete Customers

Managing customer data responsibly is important for every business. DoubleTick provides a **Delete Customer Data** feature that allows you to remove customer information in a secure and controlled way.

This article explains the different ways you can delete customer data and who is allowed to perform these actions.

#### <mark style="color:$primary;">**Who Can Delete Customer Data?**</mark>

Not every user in your team can delete customer data. This action depends on the role and permissions assigned.

* The **Account Owner** has full access and can delete customers, including deleting all data.
* Users with **Owner-level access** can also perform deletion actions.
* If you have created **Custom Roles**, only those users who are explicitly given the **“Delete Customers” permission** will be able to delete data.
* Team members without this permission will not see or be able to use the delete option.

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#### <mark style="color:$primary;">**Ways to Delete Customers**</mark>

DoubleTick provides four ways to delete customer data based on your requirement:

1. Individual Contact Deletion
2. Multiple Selected Contacts Deletion
3. Cohort Deletion Using Filters
4. Complete Data Deletion

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#### <mark style="color:$primary;">**1. Individual Contact Deletion**</mark>

Use this method when you want to delete a single customer.

**Steps**:\
a. Go to the **Customers** tab.\
b. Search or locate the contact you want to delete.\
c. Select the contact.\
d. Click on the **Delete** option.

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FTxIv1R1aLZiQZJUB6yWV%2Fimage.png?alt=media&#x26;token=5f599f20-c49d-43a1-a880-f1149ff6e4d6" alt=""><figcaption></figcaption></figure>

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#### <mark style="color:$primary;">**2. Deleting Multiple Selected Contacts**</mark>

This method helps you delete multiple contacts at once.

Steps:\
a. Open the **Customers** tab.\
b. Use the checkboxes to select multiple contacts.\
c. Click on the **Delete** button.

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FKxbacd2i6kNaGxpDKBov%2Fimage.png?alt=media&#x26;token=3443c562-e730-423c-90b8-b2804630d9ec" alt=""><figcaption></figcaption></figure>

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#### <mark style="color:$primary;">**3. Deleting a Cohort of Customers Using Filters**</mark>

You can delete a group of customers by applying filters.

Steps:\
a. Go to the **Customers** tab.\
b. Apply filters such as location, activity status, or last interaction.\
c. Once the filtered list appears, click on **Delete Filtered**.\`

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FhRcAL6bgTJYHFituqoWY%2Fimage.png?alt=media&#x26;token=f72b0330-8bea-424d-bf3b-4e75b9c4df8b" alt=""><figcaption></figcaption></figure>

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#### <mark style="color:$primary;">**4. Delete All Customer Data**</mark>

This option removes all customer data permanently and is restricted for security reasons.

Steps:\
a. In the **Customers** tab, click on the **Delete All** button (top-right corner).\
b. Enter the OTP sent to the account owner’s registered phone number.\
c. After successful verification, the deletion will be processed.\
d. A confirmation message will appear.\
e. You will also receive a confirmation via email and WhatsApp.

<figure><img src="https://2303112206-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F53n17VnOICC1LtDqlENV%2Fuploads%2FHdn3S8T6HSixuXFX1QCq%2Fimage.png?alt=media&#x26;token=2e745167-4635-4eff-8aa8-ee81a164024a" alt=""><figcaption></figcaption></figure>

#### <mark style="color:$primary;">Important Considerations</mark>

**Permissions for Deletion**

* Only users with the correct permissions can delete customer data.
* The first three deletion methods require permission from the account owner.
* Permissions can be configured in **Custom Roles and Responsibilities**.

**Irrecoverable Action**

* Once customer data is deleted, it cannot be recovered.
* Always double-check before confirming deletion.

**Security and Compliance**

* The **Delete All** option is protected with OTP verification.
* This ensures that only authorized users can perform large-scale deletions.
