How do I manage permissions for sensitive fields and what fields are included?

Nines allows you to control access to sensitive information using role-based permissions. This ensures users only see the data they need, while confidential and sensitive details remain protected.

How Sensitive Field Permissions Work

Within each permission role, you can specify whether users assigned to that role are allowed to view sensitive fields.

• If enabled, users can see all standard information and sensitive details.

• If disabled, users can still access the relevant records (such as assets or residents) but sensitive fields will be hidden.

Example:
A user may be able to view an asset and its description, location, and care instructions, but not its purchase cost or estimated value.

This makes it easy to give operational access to staff, vendors, or service providers without exposing private data.

What Happens When Access Is Restricted

For users without permission to view sensitive fields:

• Sensitive values are hidden throughout the platform

• Calculations, rollups, and totals that rely on those fields are not shown

• The rest of the record remains fully accessible based on their role permissions

No data is deleted or modified—visibility is simply limited.

Best Practices

• Limit sensitive field access to principals, family office leadership, and trusted financial stakeholders

• Use restricted roles for household staff, vendors, and external collaborators

• Review role permissions periodically to ensure they still match responsibilities

Information Restricted as Sensitive Fields

These are the sensitive fields that can be hidden:

Property

• Property address

• Appraised value

• Appraisal notes

Asset

• Cost

• Purchase date

• Purchased Through
• Estimated Value
   
• Insurance Carrier
• Insurance Policy
• Insurance Broker
• Insurance Contact

Resident

• Date of birth

• ID Number

• Allergies

• Medical information

Staff

• Address
• Date of birth
• Emergency contact name
• Emergency contact phone
• Emergency contact relation
• Start date
   
• Preferences
• Medical information
• Salary history
• Family members

Contact

• Date of birth

• Allergies

• Medical information

Note: As Nines evolves, additional fields may be classified as sensitive. Any new sensitive fields will automatically follow this permission setting.