Core CRM security hardening

Understand restricted CSRF exclusions

This guide explains why only explicitly required endpoints may bypass CSRF checks. 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 why only explicitly required endpoints may bypass CSRF checks. 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

  • Protected form routes
  • Explicit approved exclusions

Rules the system enforces

  • Normal browser forms retain CSRF protection.
  • Exclusions are restricted to essential approved endpoints.
  • Public/API endpoints still require their own token, signature or authentication controls.
  • A failing integration is not sufficient reason for a wildcard exclusion.

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.