Field Masking

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Nicole Hopkins

• August 30, 2022 20:49

Is there a way to setup templates so that only specific users can view masked fields?  Although our other departments might initiate a document for a new employee, only HR should be able to view the employee's social securtiy number.

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  Dave Deocampo

  • August 31, 2022 13:09

  Anybody inside your PandaDoc account who has access to the document will be able to view masked field data. Anybody on the recipient's list who is NOT assigned to this field, won’t be able to view masked field data. A PDF won’t show masked field data regardless of who downloads it. 

  It will also help if you have your own Workspace for HR Team. 

  Here is some information about Field Masking and Account Roles for your user limitation access in a workspace. 

  https://support.pandadoc.com/hc/en-us/articles/360040595714-Fields#h_01EN6CD4SBS7NYF3F9670DWJQD

  https://support.pandadoc.com/hc/en-us/articles/360007914593-Account-roles

  Have a great day.

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