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Mask or hide sensitive customer information

Updated on March 25, 2020

To prevent a CSR from seeing sensitive customer information during co-browsing, configure your website so that fields that contain sensitive data are masked or hidden during co-browsing. For example, you can mask the fields that contain Social Security numbers and account numbers. When a field is masked, the CSR sees only a portion of the value during co-browsing. When a field is hidden, the CSR does not see any portion of the data during co-browsing.

Before you begin: Enable your webpages for co-browsing as described in Enable your webpages for co-browsing.
  1. Log in to the Pega Co-Browse dashboard.
  2. In a separate tab, open your website, click in the page, and press Ctrl+Alt+Enter.
    The Co-Browse login dialog box opens.
  3. Enter your email address and password, and then click Login.
  4. Select the element on the webpage that you want to mask or hide.
    Note: If you have a dynamic url, or if you want to mask a particular element across your entire domain, select All Pages from the Privacy settings applies list, later in this procedure.
  5. Click the Settings tab and complete the following steps to configure the selected elements:
    1. In the What would you like to name this? field, enter a name, for example, Header Masking.
    2. In the Privacy options group, select Mask to partially hide the field or select Hide to completely hide the field.
    3. In the Privacy criteria group, select This element if you have selected only a single field. Otherwise, select All similar elements.
    4. In the Privacy settings applies on group, select This page to apply data masking only on this page. Otherwise, select All pages.
    5. Click Add.
    6. Click Preview to see how a CSR will view the masked or hidden fields.
    7. On the Summary tab, click Save & exit.

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