As a first step, you will need to set the Associate Permissions for any associates in store that should have the authority to make such decisions as to which customers should be hidden from contact.
To setup the Associate Permissions:
- Go to Admin > Associates > Associate List.
- Highlight desired associate & click Edit.
- Navigate to Security & search “Hidden” to find the 2 available permissions.
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Permission Name
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Permission it Allows
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Change the hidden status for customer contact information
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Gives associate the ability to hide customer information via checkbox on customer record
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See hidden customer contact information
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Gives associate the ability to view hidden contact methods of hidden customers.
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