Dear All,
In this article, I will walk through all the steps you need to take to be able to hide certain personal information from UI for users.
Let's make sure sensitive data are stored in your tenant in a specific workspace like generic attributes aren't being viewed by users who aren't supposed to see it. When it comes down to it, enabling the field using Customization - Private data checkmark does not prevent users from accessing the data.
The solution you should use is to prevent reading the information from Users - Role Level Security.
Introducing Private Data in 2102 Release
Field Column for Private Data | Participant | Position | Products | Generic Classifier | Customers | Transactions |
Tax ID | ✓ | |||||
Base Salary | ✓ | |||||
Target Compensation | ✓ | |||||
Generic Attribute1 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute2 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute3 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute4 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute5 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute6 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute7 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute8 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute9 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute10 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute11 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute12 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute13 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute14 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute15 | ✓ | ✓ | ✓ | ✓ | ||
Generic Attribute16 | ✓ | ✓ | ✓ | ✓ |
Note :
Let's start ...
Go to Preferences > Customization
Tax ID and Base Salary fields already existed as Sensitive PII flag. Now, these fields are considered for Private data.
Go to Security > Roles > Permissions > Administration
Important Note: Ask User to Logout and Login to see the fields disappear from UI
Now when the user tries to see the 'Sensitive fields', they don't see...
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