setting up encrypted fields for payment information

Question

Hi,

I am setting up a few payment details custom field for our Sales personnel to fill in which should then only be accessible/readable only by Finance. I used the Text(encrypted) data type to set up the Card number, CVV and Expiry date fields. Upon checking, they appear to be not masking, as I had expected. Have I missed something? Also, once it has been masked, can the Finance team view the payment details if needed?

setting up encrypted fields for payment information

Here is how the card number field as been setup

Vinitha Subramanya · Accepted Answer

Thanks for sharing the article Mira.   Upon checking, I noticed, I had the permission set that had "View Encrypted data" checked. After removing that permission set, it appears to be working fine.

Mira Shah · Answer

Please put best answer, if you have solved the issue.

setting up encrypted fields for payment information

Data Management

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