Third-party users need to record activities without accessing sensitive contact information, ensuring data security and privacy.
Security team members who need to record activities and engage with businesses while maintaining data privacy.
Implement a read-only access level where users can search business records, add activities, view their own entries, and see contact names without emails or phone numbers.
Given A security team member logs in When they search for a business record Then they can view the record and contact names only. Given A security team member adds an activity When they view activities Then they can only see and export activities they added. Given A security team member attempts to access contact information When they view a business record Then emails and phone numbers are not visible.
The feature includes read-only access to business records and contact names, with the ability to add and view personal activities. It does not include access to contact emails or phone numbers.
Should contact names be visible to third-party users?
Yes, to facilitate engagement.
Allows users to know who to ask for without exposing sensitive information.
