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?
How do I add picklist fields in the Module Layouts and Fields?
How can I prevent the same quote from appearing multiple times in the Reports module?
What is two-factor authentication (2FA) and how does it work?
How do I create an app-specific password for my Gmail account?
How do I secure phone numbers and emails in Vtiger?
How do I edit or remove the email footer in Vtiger?
Can I change the user name of a CRM user?
Which setting allows an email to be sent to a tagged user?
How do I check who deleted a particular record in Vtiger CRM?
Can I switch between composite and block-specific views anytime?
How do I set up a single default email ID to send emails from multiple users in the CRM?
How do I check the email sync settings and edition requirements to view received emails in Contacts?
Why are my received emails not showing under the Contacts module?
Why are my sent emails not showing in the Vtiger Inbox?
Can I import my old CRM settings to my new CRM instance?

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.
Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube