Define and manage PII (Personally identifiable information) like email, phone or names stored in Exponea. Flagging customer and event attributes as PII in Exponea has 2 functions:
- PII is visible only to specific users defined in access management.
- PII attributes will also be deleted during the anonymization process.
- Head to
Data & Assets>
Data manager> and then go to either the
customer attributesor the
- Hover over the attribute you want to flag as PII and click on the "lock" icon.
- Click "save changes".
Note that for events, you need to click on an event to expand the list of its attributes and then you can flag them as PII individually.
Tag customer attribute as PII
Every user who has the setting
Personal data disabled in the access management cannot see any data that has been flagged as PII in Exponea. Instead, they will only see stars to indicate they don't have the required access rights.
The screenshots below show what a user with restricted rights sees in Exponea when
phone attribute is not flagged as PII.
PII view for customer filter
PII view in the customer profile
Anonymization in Exponea means that all customer attributes that have been marked as PII (as explained above) will be deleted for that particular customer. There are two ways how you can anonymize a customer: