Personal Identifiable Information (PII) data masking & role-based access control is a security feature that allows businesses to protect sensitive customer information while maintaining operational efficiency. This feature enables administrators to control data visibility based on user roles and implement various masking options for PII.
Key Benefits
Enhanced data security through customizable PII masking
Granular access control based on user roles
Flexible masking options for different data fields
Secure data handling in reports and exports
Compliance with data protection regulations
Step by Step Guide
Setting Up PII Masking
Navigate to Profile > Settings > Profile fields > Masking Settings
Create a new setting
3. Select the fields you want to mask
4. Choose appropriate masking options for each field
Configuring Role-Based Access
Go to Profile > Team > Roles
Select the role you want to configure
3. Click Edit
4. Under Profile Field Masking, customize access permissions
Tips
Regularly review and update access permissions
Test masking settings with different user roles
Ensure critical team members have appropriate access levels
Document your masking configuration for future reference