Privacy and Security

At Zoho Books, we take the privacy of your organization very seriously. With the data protection laws coming up, the following feature enhancements in Zoho Books will help you stay GDPR compliant. 

Permissions to Access PII

Zoho Books lets you to restrict your organization user’s access to the sensitive data of your contacts. You can choose to edit a user’s role and enable or disable their access to Personally Identifiable Information (PII) - Any data that can be used to identify a specific individual. To do this:

PII Permission

Note: By default, the setting will be enabled only for the Admin of the organization. Read more about Roles and Users. 

Custom Field Creation

Custom Fields in Zoho Books allow you to quickly and easily add data against fields created by you. From now on, when you create a new custom field, you can choose to encrypt and save the Personally Identifiable Information (PII).

Data Privacy

Select PII or ePHI based on the information that you will be entering in this field.

Custom Field

Note: You can mark a field as PII or ePHI only for the following data types: text, number, email, URL, date and phone. 

Restricting Data Export

Once you have enabled role based access, the users without permission to access Personally Identifiable Information (PII) will not be able to export any sensitive information. This would include SSN number, bank account number, and any custom fields created and marked as sensitive. 

So, when users with permission to access PII want to export data, they can do so.

Data Export
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