Use Field Visibility through 2 how-to topics, and both are membership-related; choose a topic from the index and complete the setup or management steps from the feature entry.
How-to Index
| No. | Topic | Membership Requirement |
|---|---|---|
| 1 | 1. Add a Field Visibility Policy | Requires WPS membership |
| 2 | 2. Manage Field Visibility Policies | Requires WPS membership |
How-to Guide
1. Add a Field Visibility Policy
Feature entry: Management Console → Enterprise Security Control → Field Visibility → Add Policy
- Open the WPS365 client, and click Management Console in the lower-left area of the home page.
- In the left panel, click Security Control to expand the menu.
- Click Data Protection, then click Field Visibility.
- Click Add Policy to start configuring a field visibility policy.
- Enter a Policy Name.
- In Select Sensitive Member Scope, choose whether the policy applies to all members or selected members.
- In Select Fields to Hide, choose the employee information fields to hide, such as phone number, email, or job title.
- In Whitelist, select the members who can still view the hidden fields, such as direct supervisors, department heads, or selected members.
- Click Save to create the policy.
Success Criteria
- Interface result: The new policy appears in the Field Visibility list.
- Next action available: You can continue to enable, disable, delete, or verify permissions for the policy.
Tips While Using
- This feature requires an enterprise plan.
- Before saving, confirm that the sensitive member scope, hidden fields, and whitelist settings are correct.
- Access to the management console requires the appropriate admin permissions.
2. Manage Field Visibility Policies
Feature entry: Field Visibility policy page
- Open the Field Visibility policy page.
- Use options such as Updated By and Effective Status to filter the policies you want to manage.
- Select the target policy, then click the management options in the upper-right area.
- Choose the action you need: Delete, Enable, Disable, or Verify Permissions.
- Return to the policy list and confirm the updated status or verification result.
Success Criteria
- Interface result: The target policy status or list content is updated.
- Next action available: You can continue filtering other policies or verify permissions again.
Tips While Using
- This feature requires an enterprise plan.
- Before deleting a policy, confirm that it no longer needs to remain active.
- Before verifying permissions, make sure the whitelist and hidden field settings have already been saved.