How to Expunge a Person’s Data in SteepleMate
SteepleMate provides an option to permanently delete a person's data from the system. This action is designed to help comply with privacy laws such as the California Consumer Privacy Act (CCPA/CPRA) and the EU General Data Protection Regulation (GDPR). However, this action is irreversible, so please ensure that data expungement is necessary before proceeding. If you are trying to resolve duplicate records, use the Administration > Resolve Duplicates feature instead.
Steps to Expunge a Person’s Data
Log into SteepleMate.
At the top left corner of the screen in the header, locate the Person icon.
Select the Person icon and navigate to your profile.
Within the profile, locate and click on the “Delete User Data” button.
A prompt will appear with the following message:
“All of this person's personal data will be deleted from SteepleMate, including (but not limited to) the following:
Login/Account Information
Personal Images (retained only when needed for chain of custody reporting)
Addresses
Phone Numbers
Email Addresses
Payment Information (payment methods, recurring payments, etc.)
This action is available to enhance your compliance with privacy laws such as the California Consumer Privacy Act (CCPA/CPRA) and the EU General Data Protection Regulation (GDPR). Note that you may be responsible for additional safeguards related to physical storage of data or data stored in systems outside of SteepleMate.
If you are removing this person because it is a duplicate person record, please use the Administration > Resolve Duplicates feature instead. Please make sure that the first and last name match exactly; for instance, 'Rob Smith' would not be found as a duplicate of 'Robert Smith'.
If you choose to continue, this account will be deleted, and this person will no longer have access to SteepleMate for your church. Any bookkeeping/financial records for this person will be stored anonymously and no longer associated directly with them.
THIS ACTION CANNOT BE UNDONE.
Confirm the deletion by typing the person’s first and last name in the provided field.
Click “Purge Data” to finalize the deletion.
Important Notes:
Once a person’s data is expunged, it cannot be recovered.
The person’s financial records will still exist in the system but will be stored anonymously.
If the deletion was accidental and the profile is needed, a new profile will have to be created manually.
If you are unsure whether expungement is the correct action, contact SteepleMate Support
before proceeding.
Related Articles
Data Import Guide: Row-Per-Person Format
We’re thrilled to have you on board. This guide will walk you through the process of importing your church member information. Follow these steps carefully, and you’ll be set up in no time. Important Notes: Family ID: Each family must have a unique ...Importing Data into SteepleMate
Our team can import your members and finances for free! Let us handle the heavy lifting and get your data into SteepleMate without the hassle. Just send us the exported file from your previous system, or connect with your account manager for ...I accidentally deleted someone's profile. What can I recover?
Can a deleted profile be recovered? Unfortunately, due to compliance requirements, once a profile has been expunged in SteepleMate, it cannot be recovered. This action is permanent and irreversible. Is any data retained after deletion? While the ...How to Designate a Person as a Member in SteepleMate
This guide will walk you through the process of marking someone as a member of your church in SteepleMate. While a person may already be categorized as “Church Family,” you can further specify their membership status and track the date they became a ...Organization Settings in SteepleMate Free
Welcome to SteepleMate! This guide will walk you through the essential steps to set up your Organization Settings so your church can start using SteepleMate efficiently. If you need additional help, don’t hesitate to reach out to your Account ...
Recent Articles
Can Online Giving Features Be Hidden in the SteepleMate System?
SteepleMate understands that not every church chooses to use online giving within the SteepleMate System. This preference is acceptable, and churches are free to determine the giving approach that best serves their congregation. A church’s decision ...Why Church Website Images Can Get Cut Off
When updating your church website’s Home (Hero) section, it’s important to understand how responsive design works. Modern websites automatically adjust to fit different screen sizes, including: Desktop computers, Tablets, Mobile phones Because of ...Connect Center (Web Kiosk) Customization
What is the Connect Center (Web Kiosk)? The Connect Center, also referred to as the Web Kiosk, is the web-based interface churches use to allow congregants to: Sign in for prayer or fasting Submit prayer requests or testimonies View announcements ...Why Some SteepleMate Emails Don’t Send from Your Church Gmail
Why do some SteepleMate emails show SteepleMate/Pentesoft as the sender instead of our church email? When you connect a church email account to SteepleMate, SteepleMate tries to send every message through that email account first using the secure app ...Attendance Detail Report: Track Attendance Trends with the Attendance Detail Report in SteepleMate
This article walks through how to pull and use the Attendance Detail report in SteepleMate. This report is generated from the criteria you select and shows attendance records for individuals in the groups you choose. If the group you select has child ...