Protect Client and Account Information
Security is a daily access and handling practice. Give each person their own account and only the access required for their role.
Where to find it: Admin → Settings → Members & Roles
What to do
- Review active members and remove access promptly when responsibilities change.
- Use lead visibility and assignment to limit contact access.
- Store secret keys only in the secure connection fields provided.
- Use supported document and collaborator tools for private files.
- Report unexpected access or activity immediately.
Good to know
- Never share passwords, API keys, recovery codes, or payment details in Help, email, screenshots, or CRM notes.
- Exports and downloaded documents remain sensitive after they leave the platform.
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