Manage User Data

Introduction

As an admin, you can manage the user data associated with your site. Should you desire to delete data in mass related to user sandbox or production data you can do so from the Admin user page.

Mass Data Delete

When deleting data in mass, the user's Braintree vault Id and saved payment methods will be removed from your Wordpress site. These actions will not remove data from your Braintree Control Panel; we have chosen to not delete the Braintree Control Panel data because it would require many costly API calls and when a customer is deleted in Braintree all payment methods and Braintree subscriptions are cancelled. You may not desire this behavior so we have left it up to the Merchant to manage their Braintree Control Panel data separately.

Navigate to the Admin user management page on your Wordpress site.

Within the Bulk Actions drop-down you will see two options for deleting Braintree data specific to the environment you select. Select the users you which to delete data for and click the Apply button.

Single User Maintenance

Admins have the option of maintaining data for individual users for example, removing a customer Id or changing the customer Id of the user.

To edit the Braintree data associated with a user navigate to the user profile page of the user you which to edit.

Edit Customer ID:

To edit a customer Id, navigate towards the bottom half of the Profile page. From there you can change the customer Id or remove it. If you change the customer Id, the payment methods will be removed.

Edit Customer Info:

You can update the customer information such as first and last name, website, email, etc. Notice in the screenshot there is no website populated for the user within Wordpress and in the Braintree Control Panel.

Enter a website for the user and click save. The website information will be updated within Braintree.

Edit Payment Methods:

If you wish to delete a customer's payment methods you simply need to click the "x" icon next to each payment method and save. Note: payment methods that have an active or on-hold subscription will not be deleted to prevent recurring billing failures.

Add Payment Method:

In some scenarios, you may want to add a payment methods to a customers account. To do this, navigate to the user's profile edit page and click the "Add Payment Method" link for the environment you wish to add a payment method.

Once the card information is entered, click the submit button. The card will be tokenized and then saved to the user's profile.