Personal Data module activation

Section Personal Data contains a set of tools facilitating complex management of personal data stored in the system by designated users (so-called personal data administrators).

The section is available from the level of CRM → Personal Data.

To activate buttons dedicated to records and data export, it is necessary to:

• associate a currently logged-in operator with a selected employee
• check permission Personal data – Management for the operator group to which the currently logged-in user belongs (Configuration → Company Structure → Operator Groups → tab Other Permissions)

To activate data anonymization available in Personal Data section, in tab CRM, it is necessary to:

• check permission Personal data – Management for the operator group to which the currently logged-in user belongs (Configuration → Company Structure → Operator Groups → tab Other Permissions)