# Confidential Record Access

Use **Confidential Record Access** to limit who can open a record.

Private records stay available only to the record owner and selected users.

### Before you start

* You can only add individual users.
* You can only add users who already have access through their role and hierarchy position.
* Users without access will not see the record in reporting.

{% hint style="warning" %}
If you are not the record owner, add yourself when making the record private. Otherwise, you will lose access.
{% endhint %}

### Make a record private

{% stepper %}
{% step %}

### Open the record

Go to the record you want to restrict.
{% endstep %}

{% step %}

### Select **Make Private**

Open the three-dot menu in the top-left corner of the record.

Select **Make Private**.

<figure><img src="/files/KMiTYsw6vjNK0SeOBlwd" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Choose who can access the record

Select the users who should keep access to the record.
{% endstep %}

{% step %}

### Confirm the change

After confirmation:

* Only the record owner and selected users can open the record.
* SureCloud creates a hierarchy node for the private record.
* The node uses the record name, the date and time it was made private, and the record owner's name.
  {% endstep %}
  {% endstepper %}

### Manage access after the record is private

SureCloud uses the hierarchy node to control access.

* To add users, assign the node to their profile through the relevant group.
* To remove users, unassign the node from their profile.

### Make a record public again

{% stepper %}
{% step %}

### Open the private record

Go to the record you want to restore.
{% endstep %}

{% step %}

### Select **Make Public**

Open the record actions and select **Make Public**.

<figure><img src="/files/YN25rFmrXOq43kPtjl0C" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Restore the original access

SureCloud returns the record to its previous visibility settings.

Users who had access before the record was private can access it again.
{% endstep %}
{% endstepper %}


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