How to Restrict Manager Access to User Date of Birth

To ensure that managers do not have access to a user's Date of Birth (DOB) within the LCvista platform, you can adjust the permissions for your Managers who do not have the Default Administrator role. This guide will walk you through the necessary steps to limit visibility of sensitive information like the Date of Birth.

Adjust Permissions

Navigate to the permissions settings for the roles of your Managers
Set the permissions to either People - Proprietary Read Only or People - View As. These settings will prevent access to the Date of Birth.

By following these steps, you can ensure that managers have the necessary access to perform their duties without compromising user privacy.

Review Role Definitions

For more detailed instructions on customizing role permissions, refer to the knowledge base article on custom roles. This will provide additional context on how to manage roles and permissions effectively.