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?
Can I change the username of a user?
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 mask for Roles?
Table of Contents
Follow these steps for role-level masking:
- Log in to the CRM.
- Click the User Profile on the top right of the screen.
- Click Settings.
- Go to User Management.
- Select Roles. The Roles Settings page opens.
- Go to Privileges.
- Enable Assign privileges directly to Role.
- Go to Edit Privileges of this profile section.
- Click the Other Modules drop-down.
- Enable UI Masking.
- Click the UI Masking drop-down.
- Enable Do Not Mask under Tools.
- Click Save.
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