Mask PII (SSN, DOB, account numbers) from certain users
We would love to utilize virtual assistant services to handle some of our administrative work. However, we need to make sure they NEVER see any personal ID information (SSN, DOB, Account Numbers). Can you please add a restircted user security level that accomplishes this?
27
votes
Brian C. Beasley
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Stephanie
commented
We have a marketing/administrative role that may at times be filled by an intern. We'd like that user to not have access to a) the Accounts area for any Contact, b) the Portfolio Balance on the Contact Record, nor c) the Tax ID Number in the Contact Details.
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Anonymous
commented
YES!!! or for outsourcing marketing!!