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Sensitive Field Roles Configuration for Customers and Suppliers
Sensitive Field Roles Configuration for Customers and Suppliers

You can restrict your employees from accessing customers or supplier personal data

Maristella avatar
Written by Maristella
Updated over 2 months ago

DealPOS has a role called "Sensitive Fields". This configuration is intended to restrict your users/employees from accessing sensitive fields such as Birthdate, Customer Code, Email, Mobile, ID Number, and Phone. "Sensitive Fields" configuration is available for the Products and Contacts Menu.

You can read the steps below to configure the Sensitive fields for Customers and Suppliers data


I. Configure Sensitive Fields

Step 1. Go to Setup then click More Menu and click Configuration Module

Setup Configuration Module

Step 2. Go to Contact then scroll down and find Sensitive Field

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

module contact

Step 3. Choose the Fields that You want to hide

choose field you want to hide

Table Properties

Sensitive Fields

Description

Birthdate

Access for the customers and suppliers date of birth

Birthdate

Code

Access for the customers and suppliers code

Customer code

Email

Access for the customers and suppliers email

Email

Mobile

Access for the customer and supplier mobile phone

Mobile Phone

National ID Number

Access for the customers National ID

ID

Phone

Access for the customer and supplier phone number

Phone Number

II. Grant Sensitive Fields Products Roles to Group

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

user group

Step 2. Click More Permission on Tab Contacts then Uncheck the Sensitive Field

Unchecklist SensitiveField

Note:

If sensitive field is checked, the users in that group will be able to see the sensitive data in the customers and suppliers data


III. Sensitive Fields Roles Example

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

check the result

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