General Data Protection Regulation (GDPR) protects all types of personally identifiable information (PII) and electronic Protected Health Information (ePHI), including users' names, social security numbers, insurance details, and racial or ethnic data.
To comply with privacy regulations such as the GDPR, it's essential to protect users' personal data from potential misuse when they leave the organization. Any data that can be used to accurately identify a person must be completely deleted from the application.
To enable privacy settings in AssetExplorer Cloud, go to Setup > Users & Permissions > Privacy Settings, and click Enable Privacy Settings.
When you enable these settings, you can anonymize user names and email IDs, and erase all PII/ePHI from the application.
Role Required: SDAdmin
Step 1: Identifying the PII/ePHI
To anonymize personally identifiable information, you must first identify the relevant PII/ePHI fields.
- Go to the PII/ePII Fields tab in Privacy Settings.
- From the list of fields displayed, enable fields from which all data must be completely deleted when a user leaves the organization.

By default, all data collected in system fields such as name, email, SMS mail ID, phone, and mobile are considered PII/ePHI.
Step 2: Anonymize and Erase PII/ePHI
Go to the Anonymize and Erase PII/ePHI tab in Privacy Settings. This page displays a list of all deleted users along with their email IDs. Please note that mobile and phone number fields will be deleted by default.
If the email ID field is enabled for PII/ePHI identification, the email IDs will automatically be anonymized to the format: anon_<userID>@<domainname>.com
To anonymize users:
- Select the users using the checkboxes and click Anonymize and Erase.
- In the pop-up displayed, provide an anonymous name to replace the username, or you can choose to keep the randomly generated number for the field.
- Click Anonymize and Erase to apply the settings.

You can view PII/ePII logs under Setup > Data Administration > PII/ePHI Log. These logs record all actions involving PII/ePHI fields.
File Protection Password
Ensure secure access to data exported from AssetExplorer Cloud by embedding it in a password-protected ZIP file. Password protection applies to the following types of exported data:
- Data exported under Setup > Data Administration > Data Export.
- Reports shared via email.
Role Required: SDAdmin
You can configure a common password for all users and non-users, while technicians can set their own login-specific passwords in the
Personalize pop-up.
To enable file protection,
- Go to Setup > Users & Permissions > Privacy Settings.
- Click the File Protection Password tab.
- Select the Enable File Protection Password checkbox.
- Specify a strong password under File Password.
- Click Save.
Related Articles
Theme Settings
Customize the application theme and font to change the look and feel of the application under Setup > General Settings > Theme Settings. Under Theme Settings, you can modify the navigation bar, the background of the application, the font, and the ...
Report Settings
Customize the column size and modify the date and time format of reports. Role Required: SDAdmin, SDReport, Technicians with View permission to reports Go to the Reports module and click the Reports Settings tab. To customize Tabular Column Size, ...
Instance Settings
Configure parameters specific to an instance in the application. Add/update the instance’s name, logo, and currency; assign an owner; and configure access permissions. Role Required: SDAdmins Configure Instance Settings Go to Setup > Instance ...
Advanced Portal Settings
Design your technician portal and streamline a host of asset desk activities. In advanced portal settings, you can enable technicians to automate Zoho Directory synchronization settings and approval reminder configurations. Role Required: SDAdmin To ...
Mail Server Settings
AssetExplorer Cloud allows you to set up email configurations for receiving emails directed to the IT support team and sending notifications/responses to technicians, requesters, and vendors. You configure mail server settings for incoming and ...