A lead's SSN and date of birth are kept apart from everything else, encrypted for that lead. Lists, search, exports, the API and Vaulty never see them.
On the lead's page
They show masked (XXX-XX-1234) in the Protected card. Show reveals one, on that page only, for someone:
- whose role may see them, and
- who signed in with two-step sign-in.
Every Show is written in the account's audit log, and there's an hourly limit per person.
Anyone in the account can add, change or remove a value. What was typed is never shown back.
Who may Show
Account admins: Settings, SSN and date of birth. Pick the roles that may press Show (all, to start). The page lists the last 20 Shows: who, which value, which lead and when.
From forms and files
- Quote forms can ask both, after the lead is made. They go straight into the protected fields.
- A spreadsheet's SSN and date of birth columns import into them too, for someone allowed to Show. See Import leads.
- The mortgage loan file includes them only for someone allowed to Show.
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