FAQs in this section
What is the Access Key in Users/My Preferences?
What is Masking?
What is the importance of Masking in Vtiger CRM?
What are the features and fields that can be masked in Vtiger CRM?
What is the feature availability of the Masking feature in Vtiger CRM?
What are the benefits of Masking information in Vtiger CRM?
How do I install the Masking add-on in Vtiger CRM?
What can an admin user do using the Masking feature?
How do I enable the masking feature?
How do I set up masking for profiles?
How do I set up masking for modules?
What is the limitation of the masking feature in Vtiger CRM?
What is masking in Vtiger 360 app?
How do I restrict access to sensitive data in Vtiger CRM?

How do I set up maskin for roles?

Follow these steps to set up Masking for a Role:
  1. Log in to the CRM.
  2. Click the User Menu.
  3. Click Settings.
  4. Look for User Management.
  5. Click Roles.
  6. Select the required Role from the hierarchy.
  7. Click the Other Modules drop-down.
  8. Check the Checkbox to enable Masking.
Similarly, if you want to disable the Masking for a role, enable the checkbox beside Unmask Masked Values under the Other Modules drop-down and click Save.

 
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