User Roles - Restrict Users from accessing Notes & History for contacts *sensitive financial information*
Currently when you grant a user the ability to draft sales and purchases, this comes with the ability for that user to access the notes & history for all contacts. This contains sensitive financial information associated with that contact.
It would be useful to add in to Settings > Users > Permissions to be able to restrict access to contact notes & history as an option across all user permissions.
Laura Hastie
shared this idea
Hi Laura, thanks for sharing this idea. We understand your outline that contact notes may contain sensitive financial information, and that more granular controls over access to contact Notes & History could help businesses protect this information while still delegating sales and purchasing tasks. This idea is now open for community support through votes and comments, helping us understand the level of interest. We'll keep a pulse on the interest this idea receives and share if there are any updates. ✨
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Lee-Anne Wielonda
commented
An ability to store confidential banking details and limit access to those with a login. Right now if I want to store a customers bank details I'm limited to what I can enter. I used the notes section to store IBAN/BIC, Tax ID's, however that is not ideal, as anyone who can access the contacts, can see this information. I was hoping to use Xero as additonal securtiy to prevent hackers.