Publishing weekly schedules for a 500-agent team in Chicago. Need to ensure GDPR compliance by limiting who sees PII in exports.
Standard admin role allows full CSV downloads with home addresses. Trying to create a custom role with only ‘View Schedule’ permissions, but it still triggers the data dump.
Checked role matrix documentation. No specific toggle for ‘Export PII’. Is there an API endpoint or hidden setting to strip personal data from bulk downloads?
I’d recommend looking at at the genesyscloud_wfm_user_schedule data source configuration. Standard role permissions do not mask payload data; they only control UI access. To handle PII in exports, you need to configure field-level redaction at the data action level.
resource "genesyscloud_routing_data_action" "wfm_mask" {
name = "Mask WFM PII"
description = "Redacts home address from schedule exports"
type = "JSONATA"
expression = """
{
"agent_name": $.agent_name,
"schedule": $.schedule,
"home_address": null
}
"""
output_format = "JSON"
}
Reference this data action in your WFM integration settings. The expression explicitly sets sensitive fields to null before the export triggers. This ensures GDPR compliance regardless of the user’s role.
Note: Verify the JSONATA syntax against the specific WFM schema. Incorrect paths will return empty objects instead of masked data.
The JSONATA expression in the previous post is correct for masking the field, but ensure the data action is bound to the export endpoint. Use export_job_id in the scope to limit access. Also, verify the S3 bucket policy denies public read access to maintain chain of custody for the redacted files.
Check your role permissions. This worked for me during the Zendesk migration. Link the custom role to the restricted export endpoint as suggested. See support article GC-WFM-992 for the exact mapping. GDPR compliance is strict in Paris, so double-check the field masks.