Restrict visibility of sensitive client data — SSN, date of birth, and TIN — by permission set, so only authorized team members can view these fields.
Required: Admin access
Why it matters: Firms handle sensitive client data every day. PII field masking lets you limit who can see SSNs, birthdays, and TINs — reducing compliance exposure and keeping client data on a need-to-know basis.
Table of Contents
Restrict PII Visibility for a Permission Set
By default, all users can view PII fields. To hide them for a group of users, edit the relevant custom permission set.
Click your Profile icon > Settings > Access & Permissions.
Select the custom permission set you want to edit.
Scroll to the Clients section.
Toggle off View PII.
Click Save.
📝 Note: This setting applies to all team members currently assigned to this permission set. No additional steps are needed for existing assignees — the change takes effect immediately.
Assign the Permission Set to Team Members
Skip this section if the relevant team members are already assigned to the permission set you just updated.
Navigate to Settings > Access & Permissions > Team Organization.
Select the team member you want to update.
Under Permission Set, select the updated permission set.
Click Save.
Summary
This article covered how to restrict SSN, date of birth, and TIN visibility using the View PII permission in Access & Permissions. Admins can limit PII access to authorized team members by editing a custom permission set and toggling off View PII.
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