jethro-pmm
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Restrict access to sensitive custom fields
When using custom fields for eg child protection records, you may be storing details that you don't want all users to see - for example the outcome of a police background check.
It would therefore be useful to be able to mark fields as "sensitive" and only allow certain users to see these values.
Along the same lines would be the ability to mark a note as "sensitive". Could be the same access level.
The most flexible solution would support multiple levels of sensitivity and/or making some fields visible to users A, B and C and other fields visible to users D, E, F. But the time and complexity cost of this would probably not be justified by the benefit.
@tbar0970 I would suggest splitting this into two feature requests:
- sensitive custom fields
- sensitive notes
The two might have different priorities (I suggest sensitive notes are more widely needed) and be implemented at different times. I would also suggest trying to keep this to at most two levels of access control:
- for sensitive statutory information (e.g. police checks -- known as different things in AUS and UK)
- for pastoral notes
I don't think there are a lot of gains in having multiple levels of security for something like this. However there is a huge gain in having capacity to handle confidential information.
I would suggest keeping it simple with a tick the box when creating/editing a custom field - "confidential"
Similar when leaving a note.
Then for admin to be able to tick two boxes under the user's "permissions granted" area: one for 'allow them to view custom fields marked confidential' and one for ' allow them to view notes marked confidential'
Our pastors/elders began adding pastoral care notes to a 'pastoral visit' custom field until realising this wasn't secure.
It would be great to be able to tick a custom field as 'sensitive' and select users who can view/edit.
For more flexibility, we could use groups to specify who (all in that group) can view/edit a sensitive custom field.