Managing deletion schedules

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Deletion schedules help you manage data retention by automatically removing data to comply with privacy laws and manage storage. You can set up schedules for deleting inactive users, archived tickets, attachments, bot-only conversations, and custom object records. Activate, edit, clone, deactivate, or delete schedules as needed to maintain control over your data management processes.


Deletion schedules allow admins and agents in custom roles with permission to create data
retention policies by automatically deleting data in Zendesk. Deletion schedules help
comply with privacy laws and are beneficial when managing data storage in your account.
There are several types of deletion schedules:

End-user deletion schedules delete
inactive end users that meet certain conditions, such as those belonging to
specific organizations or containing a specific tag on their profile.

Ticket deletion schedules delete
archived tickets after a specified period and can be configured to delete
tickets by criteria such as brand, group, and custom fields.

Attachment deletion schedules
automatically delete attachments from archived tickets that meet specific
criteria, ensuring that documents are deleted once they have served their
purpose.

Deletion schedules for bot-only
conversations allow you to delete conversations that take place only
between an end user and your bot.

Deletion schedules for custom object
records allow you to automatically delete records that meet specific
criteria, helping you comply with data retention regulations.


The Deletion schedules page in Admin Center provides a central place to manage deletion
schedules.
This article covers the following topics:
Accessing the Deletion schedules page
Activating deletion schedules
Editing and cloning deletion schedules
Deactivating and deleting deletion schedules




Accessing the Deletion schedules page

You'll find the Deletion schedules page in Admin Center.
To access the Deletion schedules page


In Admin Center, click
Account in the sidebar, then select Security > Deletion schedules. The Deletion schedules page opens.






Activating deletion schedules

Deletion schedules are inactive when you initially create them. You must activate
deletion schedules for them to start deleting data.
One deletion schedule per type can be active at a time. If you have the Advanced Data Privacy and Protection add-on, up to 10
deletion schedules per type can be active.
To activate a deletion schedule

In Admin Center, click
Account in the sidebar, then select Security > Deletion schedules.
Click the options menu icon ( ) for the schedule, then click Activate.
In the confirmation dialog, select the checkboxes to confirm you understand what
data will be deleted immediately and as scheduled moving forward.

Click Activate deletion schedule.




Editing and cloning deletion schedules

You can edit and clone deletion schedules. Cloning a deletion schedule creates a copy
you can modify and use for other purposes.
To edit a deletion schedule

In Admin Center, click
Account in the sidebar, then select Security > Deletion schedules.
Click the options menu icon ( ) for the schedule, then click Edit.
Modify the schedule name, description, and conditions as needed.
Click Save.

To clone a deletion schedule

In Admin Center, click
Account in the sidebar, then select Security > Deletion schedules.
Click the options menu icon ( ) for the schedule, then click Clone. A
copy of the deletion schedule is created and automatically opened for
editing.

Modify the schedule name, description, and conditions as needed.
Click Save.




Deactivating and deleting deletion schedules

If you no longer need a deletion schedule, you can deactivate or delete it.
If you want to use a deletion schedule again in the future but don't currently need
it, then deactivate it. You can reactivate it at any time. Deleting a deletion
schedule means that it's gone and can't be retrieved. Deletion schedules must be
deactivated before they can be deleted.
To deactivate a deletion schedule

In Admin Center, click
Account in the sidebar, then select Security > Deletion schedules.
Click the options menu icon ( ) for the schedule, then click
Deactivate.
Click Deactivate deletion schedule. The status of the deletion schedule
changes to Inactive.


To delete a deletion schedule

In Admin Center, click
Account in the sidebar, then select Security > Deletion schedules.
Click the options menu icon ( ) for the schedule, then click Delete.
Click Delete schedule.



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