Sensitive data fields in individuals' SEP profiles collect confidential and personal information of various types, such as social security numbers and addresses. You can individually apply field-level security to these fields, which prevents users without the appropriate permissions from being able to see their data. Additionally, you can mark these fields as mandatory. If you make a field mandatory, users cannot save the record if the field is empty. If the field is missing a value, the system displays a message to let the user know the field cannot be left blank.

This article shows you how to control users' ability to view data in the following fields and how to make the fields mandatory: 

• Social Security Number
• Drivers License
• Date of Birth
• Address

Important: You must have Settings > Field Settings and Settings > View/Modify/Delete permissions to perform this task.

1. Click Settings to open the Settings page.
2. Select the Field Settings tile. This tab lists the data fields you can either make secure or mandatory.
3. If desired, do one of the following for each field:

Important: You cannot select the Secure checkbox and the Require checkbox for the same field.

• Select (check) the Secure checkbox to make the field secure.
• Select (check) the Required checkbox to make the field mandatory (required).

3. Click or .

The fields you selected are now either secured or mandatory. Only users with View Secure Fields permission tied to their role can view the data in the secured fields. Additionally, all fields you marked as "mandatory" must be filled in before the user can save a record.

Updated July 15, 2025 18:07