Configuring Web Office Data Privacy

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

Warning: 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 when 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 not allowed to view 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

  1. Select the Use Data Privacy functionality toggle to turn it on.

    Use Data Privacy functionality toggle
  2. 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/#/AdminSettings
Permission: Setup Settings

  1. Expand the Data Security section.

  2. Select the IsDataSecurity toggle turning on the filtering rules configured for the Data Privacy page.

    IsDataSecurity toggle
  3. Click the SAVE button.

Adding a Data Privacy Group

  • 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 view 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

  1. Click + ADD NEW and select Add Logged In User Group.

    The Add Privacy Group pop-up window opens.

    Add Privacy Group pop-up window
  2. Enter a Name for the privacy group.

  3. The rest of the settings are Multi-Faceted Configuration (MFC). Enter your specific configurations for who can view.

  4. Click SAVE.

Is Viewing Personal info of…

  1. Click + ADD NEW and select Add Viewer Group.

    The Add Privacy Group pop-up window opens.

    Add Privacy Group pop-up window
  2. The field Associated Logged in User is pre-populated with the privacy group created for the logged-in user in the previous section.

  3. Enter a Name of the privacy group.

  4. The rest of the settings are Multi-Faceted Configuration (MFC). Enter your specific configurations for who can view.

  5. 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 the next.

Configuration so far

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

  1. Select any data points you want to hide for the privacy group created.
  2. Once selected, the logged-in user will be unable to see those data points for the group being viewed.

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

 

Was this article helpful?
2 out of 3 found this helpful
Previous Next

Comments

0 comments

Please sign in to leave a comment.