Customer Data Protection in SalesRender

You can hide customer contact details from your team, while still allowing them to:

• call or message the client
• without seeing the phone number or email
• and without being able to copy, save, or export them

How does it work?

It’s all based on user roles.

Example:

• You create a role called “Call Center Operator”
• You restrict this role from viewing the “Phone” field
• The operator can still call from the CRM, but the number is hidden

Extra steps for full data protection

1. Hide the order list — let the system assign orders automatically via dialer mode
2. Create individual logins for every employee — all actions are tracked, and you can always audit by user
3. Enable two-factor authentication — prevent employee accounts from being hacked
4. Restrict access by specific IP addresses — block unknown locations
5. Configure roles wisely — remove any unnecessary features.
   For example: packers don’t need to make calls, so don’t give them that access.

How to set it up?

Super simple:

• Create roles in just a few clicks
• Assign each employee their role
• All restrictions are managed from a central panel

Our support team will help you set up user roles, access limits, and secure your CRM environment.

Discover more at salesrender.com

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