Skip to main content

Confidential Fields in Entity Management

Certain fields on Individual records are treated as confidential in Entity Management. Users without the appropriate permission see a Confidential indicator in place of the actual value, keeping sensitive personal information protected.

Which fields are confidential

The following fields on Individual records are always treated as confidential:

  • Unique Identifier 1

  • Unique Identifier 2

  • Date of Birth

How confidential fields appear

For users without Confidential Fields access, these field values are replaced with a lock icon and the word Confidential on the Individual record. The actual value is not visible anywhere in the interface.

Granting Confidential Fields access

1. Go to Admin > Users & Security > Users.

2. Find the user and select Edit.

3. Open the Basic Access tab.

4. Set Entity Access to Edit or View.

5. Under Confidential Access, tick Confidential Fields.

6. Select Save. Changes take effect immediately.

Note: Confidential Fields and Confidential Documents are independent permissions. Granting one does not automatically grant the other.

Revoking access

To remove Confidential Fields access from a user, follow the same steps and untick Confidential Fields, then select Save.

Confidential Documents

Documents on entity and individual records can also be marked as confidential using the Mark as Confidential option in the document manager. This is managed separately from Confidential Fields. See Documents in Entity Management and Entity Management Permissions for details.

Related articles

• Entity Management Permissions

• Managing Individuals (People)

• Documents in Entity Management

Need help?

If you have any questions, please contact us at support@xakiatech.com or reach out to your Customer Success Manager.

Did this answer your question?