Summary
Learn how data restrictions can reduce the risk of data theft by limiting search results and record visibility for specific staff members or roles.
This article covers:
How it works
Data Restrictions provide an additional layer of security for your agency's data. As an Administrator or Director, you can apply restrictions to staff members who may be displaying suspicious behaviour or who are preparing to leave the business.
This feature helps reduce the risk of large volumes of data being copied, exported, screenshotted or otherwise retained outside of Box+Dice.
Data Restrictions can be used to:
- Limit the number of results displayed on the Contact Search screen
- Limit the number of results displayed on the Appraisal Search screen
- Restrict the total number of records that can be viewed from these search screens
Configure data restrictions
Data Restrictions can be applied to either a specific user or an entire role.
To configure Data Restrictions:
- Go to: Settings > CRM > Data Theft Restriction
- Scroll down to Data Restriction Configurations
- Enter the maximum number of results to display per page in Set the maximum number of results that will display on the Contact Search screen or Appraisal Search screen
- Enter the maximum number of records a staff member can access in Set the maximum number of records that a user can access on the Contact Search screen or Appraisal Search screen
- Select who the restrictions apply to
- Click Save
Data Restrictions control how many records can be displayed and viewed through search screens. If the Export Data ACL has not been applied, staff may still be able to export more records than they can view on screen.