Core CRM security hardening

Apply client login throttling

This guide explains protection against repeated failed client-portal authentication attempts. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Administrators and deployment engineersPermission: Core release / deployment authority
Jump to steps
Where to goAutomatic core protection — no separate staff menu route

What you’ll accomplish

Understand protection against repeated failed client-portal authentication attempts. The workflow below follows the supported application or module flow and does not invent a menu or bypass validation.

Follow these steps

  1. Use the supported Britixo CRM release or workflow that produces this security control.
  2. Check the expected protection through an authorised test.
  3. Record the result in the deployment or security audit evidence.

Fields and options to review

  • Client contact authentication attempts

Rules the system enforces

  • Repeated failed client logins are rate restricted independently of staff permissions.
  • Use the authorised password-reset flow instead of sharing another contact’s credentials.
  • Suspicious attempts should be reviewed in security audit evidence.

How to confirm it worked

  • The protection is active without weakening another security control.

Security, audit and troubleshooting checks

  • Use the exact authorised account, role and record before saving or sending.
  • Verify the saved status and downstream record; a browser success message alone is not sufficient evidence.
  • Never expose passwords, API keys, access tokens, protected attachments or raw server paths in support tickets.
  • Do not edit module or core database records directly to bypass validation, permissions, migrations or state rules.