The Data permission grants access to ID field data in searches and contact records, and gives Admins and System Admins access to data management settings such as Fields, Imports, Exports, and Duplicate Matching.
💡Quick Answers
- What does the Data permission unlock in Search & Reports? The ability to search on and display columns for field data grouped under the ID Field grouping.
- What does the Data permission unlock on contact records? Access to ID field data on the Personal tab, and notes, activities, or data items tagged with the Data visibility permission.
- What Settings pages does the Data permission unlock for Admins and System Admins? All pages under Fields & Data, including Fields, Contact Layout, Custom Statuses, Duplicate Matching, Data Export, Import Data, Scheduled Exports, and SFTP Setup.
- Is the Data permission typically used on its own? No, it is commonly used alongside other permissions to further refine access to sensitive information like ID fields.
Data Permissions
The Data permission option provides access to:
Search & Reports
- Searching or displaying columns for field data that is grouped under the 'Id Field' grouping.
Contact Record
- Field data that is grouped under the 'Id Field' grouping within the Personal tab.
- Notes, Activities and Data that either have no visibility permissions set within the Recent Activity section, or that have the 'Data' visibility permission set.
Settings
(Admin and System Admin roles ONLY). Access to all pages under the Fields & Data page including:
- Fields
- Contact Layout
- Custom Statuses
- Duplicate Contact Matching
- Duplicate Household Matching
- SSAT Matching (clients using the SSAT Test Score Integration only)
- Data Export
- Enrollment Setup
- Import Data
- Import Configurations
- Bulk File Upload
- Scheduled Exports
- SFTP Setup
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