Configuring Web Office Data Privacy

Learning Experience Team

November 05, 2019 18:15

Activating this feature can slow down system performance.

Data Privacy allows you to hide specific personal information and data.

The restrictions are enforced when an Associate is viewing the information of a different Associate throughout the Web Office. This includes viewing another Associate’s Team Dashboard and any results from the Report Center.

For example, at Success Co., business rules state that all Associates in Japan are restricted from viewing contact information for customers in their downline. Sally is an Associate in Japan, and Doug is a customer in her downline. Sally is in the Web Office looking at Doug’s Team Dashboard. Because Doug is a customer, his contact information will be hidden from Sally’s view.

Configuring Settings

Enabling the Data Privacy Page

Admin: Web Office Admin
Page: Administration > Admin Settings
URL: [CLIENTID].admin.directscale.com/#/AdminSettings
Permission: Admin Settings

Select the Use Data Privacy functionality toggle to turn it on.
The page automatically saves.

Enabling Filtering Rules of the Data Privacy Page

Admin: Web Office Admin
Page: Advanced Settings > Settings
URL: [CLIENTID].admin.directscale.com/#/Settings
Permission: Setup Settings

Expand the Data Security section.
Select the IsDataSecurity toggle turning on the filtering rules configured for the Data Privacy page.
Click the SAVE button.

Adding a Data Privacy Group

Admin: Web Office Admin
Page: Security > Data Privacy
URL: [CLIENTID].admin.directscale.com/#/Privacy
Permission: Data Privacy

If the Logged-in User is - Who is viewing? Define the person in the seat. Add a privacy group with custom configurations specifying the logged-in user.
Is Viewing Personal Info of… - Who is the group being viewed? Add a privacy group with the custom configurations specifying the group being viewed by the logged-in user.
Hide the Viewed User’s - This is a list of data points from Corporate Admin.

If the Logged-in User is

Click ADD NEW and select Add Logged In User Group.

The Add Privacy Group pop-up window opens.
Enter a Name for the privacy group.
The rest of the settings are Multi-Faceted Configuration (MFC). Enter your specific configurations for who can view them.
Click SAVE.

Is Viewing Personal info of…

Click ADD NEW and select Add Viewer Group.

The Add Privacy Group pop-up window opens.
The field Associated Logged in User is pre-populated with the privacy group created for the logged-in user in the previous section.
Enter a Name of the privacy group.
The rest of the settings are Multi-Faceted Configuration (MFC). Enter your specific configurations for who can view them.
Click SAVE.

Hide the Viewed Users

So far, you’ve added a configuration for If the Logged-in User is and Is Viewing Personal Info of….

Click each configuration to see next.

Now, a list of data points will be available under Hide the Viewed User’s….

Select any data points you want to hide for the privacy group created.
Once selected, the logged-in user will not see those data points for the group being viewed.

Data privacy may require the use of the Custom Configuration field. For more information, see Custom Configurations with the DirectScale Query Language.