In some cases, you may want to restrict access to sensitive customer data—especially for user roles like frontline employees, contractors, or external teams. AskNicely allows you to control which roles can view personal customer information by toggling a single privacy setting.
💡 Introduction
This setting is perfect for accounts that need to protect confidential data, such as names, emails, or other personally identifiable information (PII), from being visible to all users.
With a few clicks, you can ensure that specific roles only see what they need—nothing more.
🛠️ Step-by-Step Instructions
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Go to Settings > Users > User Roles
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Click the User Role you want to restrict
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Scroll down to the “View Personal Customer Information” setting
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Toggle this setting OFF
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This will hide fields such as email, name, phone number, and any other marked PII for users in that role
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💡 Note: Custom fields not categorized as personal data will remain visible unless otherwise restricted using locked filters.
❓ FAQs & Common Issues
Q: What fields are hidden when “View Personal Customer Information” is off?
A: Fields such as Name, Email, and Phone Number are hidden from users with this role.
Q: Can I still allow filtering or grouping by those fields without showing the values?
A: Yes—users can still filter or be assigned Locked Filters using those fields without viewing the data.
Q: Do these restrictions apply retroactively?
A: Yes—once toggled off, the personal data becomes hidden for all responses immediately.
🔗 Next Steps & Related Articles
Need help configuring visibility? Reach out to support@asknice.ly or use the in-app chat!
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