Skip to main content

​
What is Contact Masking?

Contact Masking lets admins restrict the visibility of specific contacts across BenefitFlow. By uploading a list of email addresses, you can ensure that those contacts’ email and phone fields are hidden from all users in your organization. This is useful when your organization needs to prevent outreach to certain individuals — whether for compliance, internal policy, or relationship management reasons.

​
How It Works

FeatureDetails
Global ToggleAdmins can enable or disable Contact Masking for the entire organization
Upload ListUpload a CSV of email addresses to mask
What’s HiddenEmail and phone fields are masked (e.g. ********@******.com) and the “Unlock Contact” button is disabled
What’s VisibleAll other profile information (name, title, employer, etc.) remains visible
Who Can ManageAdmins only

​
Steps to Enable

1

Navigate to Settings

Log in as an admin and navigate to the Settings page. You’ll see a Contact Masking section.
Admin settings page showing the Contact Masking section
2

Enable the Contact Masking toggle

Turn on the Contact Masking toggle to activate the feature for your organization.
Contact Masking toggle in the enabled state
3

Upload a CSV with emails to mask

Upload a CSV file containing the email addresses of contacts you want to mask. Once uploaded, those contacts will be restricted immediately.
CSV upload interface for Contact Masking

​
CSV Format Requirements

Your CSV file should contain one email address per line. The first line can be a header (emails) or a valid email address. 
emails
jane.doe@example.com
john.smith@acme.com
sarah.jones@company.org
  • One email address per line
  • First line can be a header (emails) or a valid email address
  • Trailing commas are accepted
  • No additional columns required

​
What Users See

When a contact has been masked, their email and phone fields are replaced with asterisks (e.g. ********@******.com) and the “Unlock Contact” button is disabled. All other profile information — name, title, employer, and other details — remains fully visible.
Broker contact card showing masked email and disabled Unlock Contact button

​
FAQ

Yes. Upload a new CSV that does not include the contacts you want to unmask. The new upload replaces the previous list entirely.
Yes. Exported data for masked contacts will show restricted values for email and phone fields.
Only admins can enable/disable the toggle and upload the CSV. Non-admin users will see the masked fields but cannot change the settings.
Last modified on March 25, 2026