Locations:

  • Student "Name": Student Folders
  • Admin → Student Folders & Templates →  Student Folders


Users with the following permissions:

  • Leads & Students → View SSN/ITIN


Case:

Student SSN is included in some of the documents in Student Folders.


Problem:

Users with access to Student Folders can download all documents including the ones with SSNs.


Solution:

You can define if a document Contains SSN on the following page: Admin → Student Folders & Templates →  Student Folders:



Documents with this option enabled will be available to download only for users with the View SSN/ITIN permission.

Otherwise, the user will see the following message when downloading the document:




Available since 4.55.0 (view release notes).