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Sensitive Custom Fields

Productive supports sensitive custom fields for Contacts and Employees, ensuring privacy by restricting their visibility to certain users.

Updated over a week ago

Productive allows you to manage sensitive data in custom fields as well as Employee fields, such as employee salaries or other personal information, by creating "sensitive" custom fields that are only accessible to specific users.

When creating such custom fields, only fields designated for your employees, contractors, clients, and contacts can be set as sensitive.


1) Creating a Sensitive Custom Field

To set a custom field as sensitive, either:

1) Head over to Settings > Custom fields:

Navigate to the Contacts section if you want to apply the fields to either your Clients or Contacts and choose the custom field you want to update or create a new one.

2) Navigate to Settings > Employee fields:

If you are adding the field for your Employees or Contractors, open the Employee fields, and click on Add new field.

2) Setting the Field as Sensitive

When adding a new custom field or editing an existing one, check the option "Set as a sensitive field" under the field properties, and click on "Create field" to finalize it.

Visibility of Sensitive Custom Fields

Sensitive fields will show up on the individual contact's or employee's profile screen (CRM > Contacts or Resourcing > Employees), but they will only be seen by specific users.

To those with sufficient permissions, the sensitive fields will be visible and marked "Visible only to certain people" in their descriptions.

By default, sensitive custom fields are visible to the system admins or users with the following custom permissions switched on:

Employees & Contractors

  • View sensitive Employee fields

  • Add, edit and delete sensitive employee fields

Contacts & Clients

  • View sensitive contact custom fields

  • Add, edit and delete sensitive contact custom fields

For more details about the custom permissions, please refer to this article.

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