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Sensitive Field Roles Configuration for Contacts
Sensitive Field Roles Configuration for Contacts

You can block your employees from accessing customers' personal data contacts

Christian Wijaya avatar
Written by Christian Wijaya
Updated over a week ago

Currently, DealPOS has a new role "Sensitive Fields". This configuration is intended to restrict your users/employees from accessing personal features such as (Photos, Phone Numbers, Emails, and others). "Sensitive Fields" configuration is available for the Products & Contacts Menu. And for this article, I will explain how to set it up for the Contacts menu.

Here are the steps below:


I. How to Configure Sensitive Fields

Step 1. Go to Setup, then Click More Menu & Click Configuration Module

Setup Configuration Module

Step 2. Go to Setup, then Click More Menu & Click Configuration Module

In this configuration setting, you can choose which features you want to hide or restrict.

II. Grant Sensitive Fields Products Roles to Group

Step 1. Go to Users, then Choose Groups you Want to Restrict

Give Role Access Sensitive Fields

Step 2. Click More Permission on Tab Contacts, then Checklist *Sensitive Field*

Checklist SensitiveField

III. Sensitive Roles Example

Here is an example of hidden data where users have been given restrictions. The data will not be displayed.


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