Field Masking on the Customer Data Platform page functions to obscure (mask) important information in columns (fields) so that it is not fully displayed to certain users. The masking settings can be customized based on role levels, so only users with permissions can see sensitive data in full, such as phone numbers, identity numbers, or financial information.

This feature helps enhance data security and supports industries with high data protection standards, such as banking, financial services, and the public sector.

In the explanation below, you will learn how to set up permissions for Field Masking, view the Field Masking display on the Customer Data Platform page, and understand the rules (rule) that apply when implementing these permissions.

Follow the steps below to use the Field Masking feature.

A. How to Set Up Permissions on Field Masking

1. Log in to your Mekari Qontak account. Then select the “Settings” menu.
   
2. Next, click the “Customizations” tab and select Customers.
   
3. Then click “Create field”.
   

4. Next, specify the field you want to create. In the example shown below, the selected field type is Multi-line text. Then click “Continue”.
   
    Learn more about managing fields here.

5. You will then be directed to the Field details step. On this page, you will see the field display of type Multi-line text that will appear when you add customer data on the Customer Data Platform page. Then click “Continue” again.
   

6. Next, on the Field Setup page, specify the field permissions for certain users based on the roles they have. Click “Add user” to proceed.
   

7. Select the users you want by clicking the ‘add’ icon as shown in the following display.
   

   Click the “filter” icon to help you find users with certain roles.
   

8. Then click “Apply”.
   
9. The users you selected will appear on the following page.
   

10. Adjust the type of permissions. In this case, there are 2 types of permissions you can choose from: View only and View and Masked. 
    
     

    Important
    Note:
    - View only access: Users in this role can only see the field (column) and the information in the column without making any changes.
    - View and masked access: Users in this role can see the field, but the displayed information is already obscured (masked) and cannot be edited.

11. Then click “Save” and continue the process of adding the field. Learn more here.
    

B. Viewing the Field Masking Results on the Customer Data Platform Page

This section explains how to view the masking results on fields from the perspective of users with certain roles whose permissions have been set. There are 2 masking conditions, namely View only and View and masked. These conditions apply both on Qontak Web and Qontak Mobile displays. Here are the steps.

B.1 Viewing the Field Masking Display for View Only

The View Only Field Masking set on the Qontak Web page will automatically apply on the Qontak Mobile page. Therefore, first apply the Field Masking feature on the Qontak Web page. Here is the explanation. 

1. Qontak Web
To view the fields that have been masked (obscured) on the Qontak Web page, you can follow these steps:

1. After logging into your Qontak account, select the Customers menu.
   

2. Then click the “All customers” tab.
   
3. Next, click a name in the Customer Name column.
   

4. On the following page, when the user clicks the ‘pencil’ icon to edit the field.
   

5. Some columns will be displayed in a masked (masked) condition, but the information inside can still be seen.
   

6. This condition will also be visible on the Inbox page in the Customer Profile section on the left. When the user clicks “See all”.
   
7. An ‘edit’ icon will appear.
   
8. Then when the ‘edit’ icon is clicked, columns will appear in a masked (masked) condition as previously seen on the Customer detail page.
   
    

2. Qontak Mobile

Field Masking applied on Qontak Web will also automatically apply on Qontak Mobile.

On Qontak Mobile, the Field Masking display differs depending on the platform type, namely: 

• For Qontak Mobile Chat, Field Masking will be displayed on the Conversation info page in the Contact Profile section. 

• For Qontak CRM Chat, Field Masking will be displayed on the Customer details page in the Profile Information section. Below are the masking displays on the Qontak Mobile Chat and Qontak Mobile CRM pages:

B.2 Viewing the Field Masking Display for View and Masked

The View and Masked Field Masking set on the Qontak Web page will automatically apply on the Qontak Mobile page. Therefore, first apply the Field Masking feature on the Qontak Web page. Here is the explanation.

1. Qontak Web

1. After logging into your Qontak account, select the Customers menu.
   

2. Then click the “All customers” tab.
   

3. Then, in the Customer Name column.
   

4. On the following page, when the user clicks the ‘pencil’ icon to edit the field. 
   

5. Some columns will be displayed with the column and information inside masked (masked).
   

6. This condition will also be visible on the Inbox page in the Customer Profile section on the left. Click "See all" to continue.
   

7. An ‘edit’ icon will appear.
   

8. Then when the ‘edit’ icon is clicked, columns will appear in a masked (masked) condition as previously seen on the Customer detail page.
   

2. Qontak Mobile

The View and Masked Field Masking applied on Qontak Web will also automatically apply on Qontak Mobile.

On Qontak Mobile, the Field Masking display differs depending on the platform type, namely: 

• For Qontak Mobile Chat, Field Masking will be displayed on the Conversation info page in the Contact Profile section. 

• For Qontak CRM Chat, Field Masking will be displayed on the Customer details page in the Profile Information section. Below are the masking displays on the Qontak Mobile Chat and Qontak Mobile CRM pages:

C. Field Masking Terms

After Field Masking Permission is configured, you need to understand which parts of the field will be displayed in masked form. There are two types of fields that can be set: Default Field and Custom Field. The following table explains the masking rules for each type of field, including which data parts will be displayed as asterisks (*).

C1. Default Field

C2. Custom Field Template by Qontak

C3. Custom Field

That concludes the explanation regarding how to set up permissions on the Customer Data Platform. Learn how to create Custom Fields for the Customer Data Platform here.