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Info

This guide has been reviewed against our global client base and classed as relevant to all regions

You may notice that you cannot view a certain record because it is flagged as **Masked**

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We are able to Mask Applicants/Properties/Contacts/Diary entries based on which negotiator owns the record or which office owns the record.

1. Why are records masked?

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Masked records

  • A record is masked due to the way the system security settings are configured for your company

  • This is affected by the Manager/Negotiator or Office that owns that record

  • Although a contact/property may be yours

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  • , you may not have the necessary permissions (set in configuration) to view

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  • the selected office/negotiator's data

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Note
titlePlease note

 If you need to access a Masked record, please contact your manager/key contact

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Expand
titleCheck the office / negotiator

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1. Checking it is masked

  • On the odd occasion, it is just the name of the record has been changedIf this is the case, you will still be able to access the record and amend the name field
Info
titleNote

You will notice that the vendor is actually clickable and therefore still accessible / not masked

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titleCheck the name of the record

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  • On some occasions, while a record appears masked, you might still able to click links, view information and possibly make some changes - however, this is all dependent on how the security settings have been configured

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labelsmasked record cannot view see
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property" , "

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applicant" ) and type = "page" and space = "RW"

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Excerpt
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Explanation of a masked record and reasons for seeing these on your system