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PII data masking & role based access restriction

Chiayee avatar
Written by Chiayee
Updated over a week ago

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

  1. Navigate to Profile > Settings > Profile fields > Masking Settings

  2. Create a new setting

3. Select the fields you want to mask

4. Choose appropriate masking options for each field

Configuring Role-Based Access

  1. Go to Profile > Team > Roles

  2. 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

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