Lead type fields labeled as Sensitive Fields will be stored and displayed as an encrypted value in your system and the database once they are posted into the boberdoo system. Sensitive fields can only be viewed in the leadsystem while using Secure Mode. When building lead types, we preemptively mark fields such as Social Security Number and Driver’s License Number as sensitive but are happy to mark any additional fields as sensitive upon your request.
Secure mode is an increased security measure that logs the activity of the user. These activities include, but are not limited to, viewing sensitive fields, exporting data, and other actions related to lead data. These actions may change over time as security best practices evolve.
Secure Mode allows boberdoo users to view encrypted, sensitive fields. To activate Secure Mode, click the user dropdown in the top right corner of the system and select Secure Mode. Finally, re-enter your lead system password to complete activation.
Once Secure Mode is activated, you can view sensitive fields by opening the Lead Info popup from the Leads tab.
While in Secure Mode, all activity that involves sensitive fields is logged for each individual user in the Secure Mode Logs found under the Tools/Logs tab.
By default, Secure Mode is not available for all users. It must be activated at the User Group level by navigating to Settings > User Groups > Additional Permissions.