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The PII Scan view is built into two main views: Scan Profile and Scan Results.

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PII - Table of Contents

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PII - Details

PII Profiles

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What is a PII Profile?

This is where you configure ConnectSecure agents to scan for PII, set scan criteria, and determine file types to be scanned. You must configure a profile to use the PII scan feature.

Add Scan Profile

  1. Tap on the Add button to create a new PII Profile.

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  1. Define the Path Settings to include or exclude during the PII scan.

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Tap Save when completed.

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Scan

Tap the three-dot Action menu and use Scan:

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Edit Scan

Tap on the three-dot Action menu and use Edit to modify an existing PII Profile.

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Make any desired changes, then tap Save; otherwise, click Cancel.

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Delete PII Scan Profile

Tap the three-dot Action menu, then Delete:

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Select Yes in the Confirmation box to remove the PII scan profile.

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PII Results

What are PII Scan Results? 🤔

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You will find the option to Delete All Records from here:

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PII - Action Toolbar Overview

The action toolbar has the standard Jobs and Alerts options.

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PII - Action Toolbar Details

Jobs

Tap to view the PII scan jobs for the selected company.

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Delete All Records

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Alerts

Tap to view the timeline-style alerts for the selected company.

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Need Support?

Contact our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.

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