Allow/mask user's access to Customer Info

What is PII

Personal Identifiable Information (PII) is your customers sensitive information, such as: name, email address, phone number.

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What about the credit card information?

Full credit card numbers are never accessible on the Merchant Portal, even to admins.

The only payment instrument info disclosed are the first 6, and last 4 credit card numbers.

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Allow or mask a User's access to Customer Info

As an admin, you have the capability to hide this information by default, making it accessible only to users who require it for their roles (eg. Customer Service).

1. Navigate to the user's profile page

From the Users page, click the 'View' button of the profile you would like to edit.

Users Page (live)	https://portal.flex-charge.com/users
Users Page (Sandbox)	https://portal-sandbox.flex-charge.com/users

2. Check/Uncheck the PII box from the personal settings

Clicking the 'Edit' button on the top right corner of the section,

By default, the PII data is masked for all users. Uncheck this box to show PII data for this user. Click 'Save' when done