FAQs in this section
How can I access settings in Vtiger CRM?
How can I change my CRM settings?
What are Autofill Values from the Email Body in mailroom rules?
How do I verify the email addresses of users?
Why should I verify email addresses?
How do I change my password?
Can I change the password of other users?
Where can I find the Access Key for Web Services?
How do I change the access key for web services?
Can I log in as another user?
I need to set up something in the CRM for a colleague. Can I log in to their account?
Can I delete a user?
What are the essential steps for activating the Pilot edition?
Why should I identify a team for configuration?
Why should I decide the scope of configuration and implementation?
What should I define in my scope? 
Why should I design the flow?
How to configure the CRM? 
Why should I test the configuration?
What do you mean by Masking?
What is the Masking Add-on in Vtiger CRM?
What are the two levels that Masking supports?
What is module-level masking in Vtiger CRM?
What is role-level masking in Vtiger CRM?
How does role-based masking help in Vtiger CRM?
List the modules and features that support Masking.
How do I mask fields like phone numbers, email addresses, and text fields?
What are the benefits of Masking in Vtiger CRM?
How do I install the Masking Add-on in Vtiger CRM?
How do I mask a phone field in a Contact record?
How do I mask an email field?
How do I mask a text field?
What are the limitations of Masking?
Can I change the user name of a CRM user?
How can I prevent the same quote from appearing multiple times in the Reports module?

How do I mask for Roles?

Follow these steps for role-level masking:

  1. Log in to the CRM.
  2. Click the User Profile on the top right of the screen.
  3. Click Settings.
  4. Go to User Management.
  5. Select Roles. The Roles Settings page opens.
  6. Go to Privileges.
  7. Enable Assign privileges directly to Role.
  8. Go to Edit Privileges of this profile section.
  9. Click the Other Modules drop-down.
  10. Enable UI Masking.
  11. Click the UI Masking drop-down.
  12. Enable Do Not Mask under Tools.
  13. Click Save.
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