Before you begin
Credentials should have tighter controls than routine client notes.
Recommended workflow
Use the installed vault or credential module and test restrictive role permissions. Keep administrator access limited to authorised people.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Do not copy secrets into public Knowledge Hub articles, page content or demo screenshots.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team